StoneX Group Inc.

FundStock

CIK 0000913760 · Q2 2026

13F Equity AUM

$2.5B

+33.6% QoQ

Positions

1,450

+540 QoQ

AUM Rank

#1,353

Top 15%

Skill Alpha (FF)

-1.8%/yr

Underperformer

Rank #5,483 · Top 66%

vs S&P -3.3%/yr (unadj.)

Quarters Tracked

~10 years

Portfolio Concentration

Top 5: 19.5%Top 10: 28.6%Top 20: 41.0%

VOO5.6%

IVV4.8%

IWD3.6%

FNDF3.4%

JBND2.2%

NDQ2.0%

VFLO2.0%

NVDA1.8%

AAPL1.7%

IWF1.6%

Others (1440)71.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services69.6%

Technology8.7%

Unclassified5.7%

Communication Services3.0%

Healthcare2.4%

Industrials2.3%

Consumer Cyclical2.0%

Utilities2.0%

Other4.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 1450Median: 0.01%Avg: 0.07%

0–0.5%

1419(51.8%)

0.5–1%

12(8.1%)

1–3%

15(22.8%)

3–5%

3(11.7%)

5%+

1(5.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 1,450vs 20 funds

0%Low

1,450

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New721Increased468Decreased253Exited174

New Positions

KT1.0%

+1.5M

XEL0.6%

+177K

FTGC0.3%

+324K

JEDI0.3%

+274K

SPACE EXPLORATION TE…0.3%

+43K

INVESTMENT MANAGERS …0.2%

+42K

OCEANHAWK ACQUISITIO…0.2%

+450K

OCEANHAWK ACQUISITIO…0.2%

+397K

NVD0.1%

+666K

PLUTONIAN ACQUISITIO…0.1%

+299K

Increased

BMNU0.1%

+1.6M(+506%)

IONZ0.1%

+644K(+5803%)

GCTS/WS0.0%

+517K(+1850%)

RFAIU0.0%

+403K(+143%)

RGTZ0.1%

+400K(+1389%)

XELA 6 PERP B0.0%

+266K(+201%)

IWF1.6%

+240K(+278%)

JBND2.2%

+226K(+28%)

RF ACQUISITION CORP …0.0%

+214K(+174%)

PLTD0.1%

+203K(+128%)

Decreased

SDVY0.2%

-130,391(-51%)

INFINITE EAGLE ACQUI…0.0%

-82,192(-83%)

AGG0.1%

-57,839(-77%)

APEX TECH ACQUISITIO…0.0%

-56,300(-64%)

RSPT1.0%

-54,016(-12%)

UCON0.0%

-50,818(-78%)

EEM0.3%

-50,222(-32%)

RGTI0.1%

-49,564(-45%)

RACE0.0%

-48,000(-98%)

TIDAL TRUST II0.0%

-45,303(-72%)

Exited

-90,099

-23,751

-14,780

-54,366

PONO CAP FOUR INC

-177,844

IDEA ACQUISITION COR…

-175,112

GALAXYEDGE ACQUISITI…

-125,685

NFTY

-26,976

QBTS

-96,320

IYR

-14,479

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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