StoneX Group Inc.
Annual return '25
+20.8%
SPY '25
+17.7%
Alpha
+3.1ptsvs SPY
Invested
$1.9B
Holdings
867
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD INDEX FDS
Q1 2026: Exited (was 199.3k shares)
6.5%
02
$IVV
ISHARES TR
Q1 2026: Exited (was 193.0k shares)
5.6%
03
$IWD
ISHARES TR
Q1 2026: Exited (was 357.5k shares)
4.2%
04
$FNDF
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 1.34M shares)
4.0%
05
$JBND
J P MORGAN EXCHANGE TRADED F
Q1 2026: Exited (was 957.5k shares)
2.4%
06
$VFLO
VICTORY PORTFOLIOS II
Q1 2026: Exited (was 1.06M shares)
2.3%
07
$IWF
ISHARES TR
Q1 2026: Exited (was 85.6k shares)
2.0%
08
$AAPL
APPLE INC
Q1 2026: Increased +2482.1% (181.0k → 4.67M shares)
1.8%
09
$EFA
ISHARES TR
Q1 2026: Exited (was 348.3k shares)
1.8%
10
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +3506.9% (261.7k → 9.44M shares)
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:42 UTC.