Jefferies Financial Group Inc.
Annual return '25
+34.4%
SPY '25
+17.7%
Alpha
+16.7ptsvs SPY
Invested
$14.6B
Holdings
1,399
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GQ9
SPDR GOLD TR
Q4 2025: Sold 63.7% (11.96M → 4.34M shares)
23.9%
02
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: Sold 7.0% (5.75M → 5.35M shares)
7.6%
03
$NDQ
INVESCO QQQ TR
Q4 2025: Sold 61.2% (413.4k → 160.5k shares)
3.8%
04
$XBI
SPDR SERIES TRUST
Q4 2025: Sold 83.4% (378.0k → 62.7k shares)
2.0%
05
$IWM
ISHARES TR
Q4 2025: Increased +302.8% (270.0k → 1.09M shares)
1.6%
06
$XLE
SELECT SECTOR SPDR TR
Q4 2025: Increased +59.2% (6.17M → 9.82M shares)
1.4%
07
$AMZN
AMAZON COM INC
Q2 2025: Sold 48.2% (471.8k → 244.6k shares)
1.1%
08
$IREN
IREN LIMITED
Q4 2025: Sold 28.3% (31.60M → 22.65M shares)
1.1%
09
$TLT
ISHARES TR
Q4 2025: Increased +700.0% (75.0k → 600.0k shares)
0.9%
10
$NVDA
NVIDIA CORPORATION
Q4 2025: Increased +567.0% (316.8k → 2.11M shares)
0.9%
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 09:43 UTC.