Back to funds

Jefferies Financial Group Inc.

broker dealerUpdated 24 days ago

Managed by Jefferies Financial Group Inc. • Latest filing Q2 2026

Portfolio value
$15.2B
Q2 2026
Filings
6
Quarterly 13F history
Top-10 concentration
71.6%
Weight of largest holdings
Annualized return
107.4%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 6 quarters

Show data table
PeriodPortfolio value
Q1 2025$11.3B
Q2 2025$11.9B
Q3 2025$21.2B
Q4 2025$19.6B
Q1 2026$14.6B
Q2 2026$15.2B

Top holdings

1,621 positions as of Q2 2026

View filing
S
1.SPY

STATE STR SPDR S&P 500 ETF T

Value
$1.2B
Shares
1.55M
% Port
7.63%
S
2.SPY

STATE STR SPDR S&P 500 ETF T

Value
$862.7M
Shares
1.16M
% Port
5.68%
S

SPACE EXPLORATION TECHN CORP

Value
$803M
Shares
4.70M
% Port
5.29%
E

ISHARES TR

Value
$379.5M
Shares
1.26M
% Port
2.50%
S

SPDR SERIES TRUST

Value
$338.7M
Shares
2.14M
% Port
2.23%
Q
6.QQQ

INVESCO QQQ TR

Value
$331.4M
Shares
450.0K
% Port
2.18%
Q
7.QQQ

INVESCO QQQ TR

Value
$244.6M
Shares
332.1K
% Port
1.61%
A

APPLE INC

Value
$211.1M
Shares
729.5K
% Port
1.39%
A
9.AMD

ADVANCED MICRO DEVICES INC

Value
$164.7M
Shares
283.5K
% Port
1.08%
G
10.GLD

SPDR GOLD TR

Value
$154.5M
Shares
419.5K
% Port
1.02%
N
11.NVDA

NVIDIA CORPORATION

Value
$139M
Shares
694.7K
% Port
0.92%
M
12.META

META PLATFORMS INC

Value
$137M
Shares
243.2K
% Port
0.90%
A
13.ADP

AUTOMATIC DATA PROCESSING IN

Value
$129.4M
Shares
577.7K
% Port
0.85%
A
14.AMZN

AMAZON COM INC

Value
$127.3M
Shares
533.9K
% Port
0.84%
?
15.N/A

PTC THERAPEUTICS INC

Value
$110.7M
Shares
1.36M
% Port
0.73%
A
16.ACHC

ACADIA HEALTHCARE COMPANY IN

Value
$106.5M
Shares
3.61M
% Port
0.70%
T
17.TPR

TAPESTRY INC

Value
$102.3M
Shares
699.1K
% Port
0.67%
T
18.TMO

THERMO FISHER SCIENTIFIC INC

Value
$96.9M
Shares
193.3K
% Port
0.64%
T
19.TSLA

TESLA INC

Value
$93.3M
Shares
221.9K
% Port
0.61%
A
20.AMAT

APPLIED MATLS INC

Value
$92.5M
Shares
127.9K
% Port
0.61%

Explore