Institutional investor · Portfolio as of Q4 2025
Quarterly Portfolio Change
Jefferies Financial Group Inc. manages $12.2B across 1426 positions as of Q4 2025. Top holdings: SPY (6.2%), GLD (4.5%), SPY (4.1%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 1/5.0.
Active quarter - 578 new positions, 241 exits, 448 increased. Top move: NVDA (INCREASED, conviction 79). Portfolio: $12.2B across 1426 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile