Institutional Fund
Jefferies Financial Group Inc.
New York, NYCIK 962235 filings on record
Portfolio Value
$7.91B
Q1 2026
Holdings
1,255
Reported positions
New Buys
369
Opened this quarter
QoQ Change
-33.6%
from $11.90B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr S&P 500 ETF Tr5.2%
- Spdr Series Trust3.7%
- Invesco Qqq Tr3.2%
- Ishares Tr2.8%
- Nvidia Corporation1.6%
- Amazon Com Inc1.5%
- Other82.0%
Portfolio Holdings
1,255 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 631.1K | $410.41M | 5.2% | −537.0K | Reduced |
| 2 | Spdr Series Trust | 2.31M | $295.66M | 3.7% | +599.6K | Added |
| 3 | Invesco Qqq Tr | 433.3K | $250.12M | 3.2% | −195.0K | Reduced |
| 4 | Ishares Tr | 884.2K | $219.29M | 2.8% | −842.7K | Reduced |
| 5 | Nvidia Corporation | 742.3K | $129.46M | 1.6% | −1.33M | Reduced |
| 6 | Amazon Com Inc | 553.7K | $115.33M | 1.5% | −380.7K | Reduced |
| 7 | Mastercard Incorporated | 227.1K | $113.45M | 1.4% | +122.1K | Added |
| 8 | Ashland Inc | 1.91M | $106.11M | 1.3% | +8.1K | Added |
| 9 | Broadcom Inc | 342.4K | $105.99M | 1.3% | +311.7K | Added |
| 10 | Meta Platforms Inc | 180.1K | $103.02M | 1.3% | +140.6K | Added |
1,245 more holdings on Premium
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