Sumitomo Mitsui Financial Group, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Sumitomo Mitsui Financial Group, Inc. reported 175 stock positions worth $5.2 billion. Its top holding was Ares Management Class A (ARES) at 28.4% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 10.9%) and Jefferies Financial (JEF, 6.1%). Compared with Q1 2026, it opened 33 new positions, sold out of 25, added to 65 and reduced 61. The biggest buy was Invesco QQQ Trust Series 1 (QQQ, shares +108%) and the biggest sale Jefferies Financial (JEF, shares −30%).
- Most Recent 13F
- Q2 2026
- Location
- TOKYO, M0
- CIK
- 0001022837
- Portfolio Value
- $5.2B (Q2 2026)
- SEC Filing
- 0001193125-26-347838 ↗ filed Aug 13, 2026
Holdings Value
Holdings 175 stocks · $5.2B
| ARES Ares Management Corp. Class A | 28.39% | 13,364,740 | $1.5B | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 10.93% | 767,224 | $572.9M | Add +1.5% |
| JEF Jefferies Financial Group Inc. | 6.13% | 6,429,337 | $321.3M | Reduce -30.5% |
| QQQ Invesco QQQ Trust Series 1 | 5.32% | 378,706 | $278.9M | Add +108.3% |
| GLD SPDR Gold Shares | 4.34% | 617,825 | $227.6M | Add +4.7% |
| PSNY Polestar Automotive Class A ADS | 3.71% | 10,341,261 | $194.2M | No change |
| AGG iShares Core U.S. Aggregate | 2.52% | 1,336,039 | $132.2M | Reduce -1.3% |
| XLB SS Materials Select Sector | 2.37% | 2,441,186 | $124.1M | Add +205733.6% |
| CME Cme Group Inc. | 1.99% | 471,846 | $104.2M | No change |
| NVDA Nvidia Corp. | 1.82% | 475,444 | $95.1M | Add +1.5% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 1.79% | 859,205 | $93.7M | Add +2.9% |
| GOOG Alphabet Inc. Class C | 1.73% | 256,147 | $90.5M | Add +0.6% |
| AVGO Broadcom Inc. | 1.71% | 237,514 | $89.7M | Add +0.3% |
| ANET Arista Networks Inc. | 1.59% | 490,822 | $83.4M | Add +0.1% |
| IEF iShares 7-10 Year Treasury B | 1.58% | 877,332 | $83.0M | Add +2.6% |
| XYZ Block Inc. | 1.32% | 909,320 | $69.1M | Add +0.1% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 1.19% | 780,473 | $62.4M | Add +0.5% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.04% | 1,039,573 | $54.5M | Reduce -0.0% |
| AMZN Amazon.com Inc. | 1.03% | 227,087 | $54.1M | Add +1.8% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.98% | 2,061,130 | $51.6M | Add +4.7% |
| GE General Electric filed as GE AEROSPACE | 0.91% | 127,866 | $47.8M | Add +3.5% |
| JPM JPMorgan Chase & Co. | 0.91% | 145,973 | $47.8M | Add +1.9% |
| MSFT Microsoft Corp. | 0.90% | 125,950 | $47.0M | Reduce -0.8% |
| META Meta Platforms Inc. Class A | 0.89% | 82,420 | $46.4M | Add +2.7% |
| APH Amphenol Corp. Class A | 0.87% | 259,128 | $45.7M | Add +14.4% |
| MBB iShares MBS ETF | 0.85% | 470,874 | $44.5M | Reduce -0.2% |
| PFF iShares Preferred & Income S | 0.76% | 1,309,459 | $39.9M | Add +0.8% |
| GWW WW Grainger Inc. | 0.63% | 24,381 | $33.2M | Reduce -1.3% |
| AXP American Express Co. | 0.62% | 96,529 | $32.7M | Add +0.6% |
| VGT Vanguard Info Tech ETF | 0.59% | 256,515 | $30.7M | Add +10.8% |
| DHI D.R. Horton Inc. | 0.58% | 186,534 | $30.4M | Add +0.0% |
| FSLR First Solar Inc. | 0.58% | 128,656 | $30.4M | Reduce -1.4% |
| AMGN Amgen Inc. | 0.58% | 83,520 | $30.2M | Add +1.8% |
| KO The Coca-Cola Co. | 0.49% | 312,741 | $25.4M | Add +0.5% |
| TLT iShares 20+ Year Treasury BD | 0.48% | 292,387 | $25.3M | Reduce -1.1% |
| NEM Newmont Corp. | 0.47% | 265,950 | $24.8M | Add +5.5% |
| BLK BlackRock Inc. | 0.46% | 25,223 | $24.3M | Add +0.4% |
| SOXX iShares Semiconductor ETF | 0.43% | 35,285 | $22.6M | Reduce -83.0% |
| BSX Boston Scientific Corp. | 0.34% | 412,532 | $17.6M | Add +23.2% |
| BAB Invesco Taxable Municipal Bo | 0.33% | 637,933 | $17.1M | Reduce -3.2% |
| SHV iShares 0-1 Year Treasury Bo | 0.31% | 148,967 | $16.4M | Reduce -19.8% |
| INTU Intuit Inc. | 0.30% | 61,068 | $15.9M | Add +9.9% |
| GOVT iShares US Treasury Bond ETF | 0.29% | 678,839 | $15.5M | Add +1.1% |
| QCOM Qualcomm Inc. | 0.27% | 76,418 | $14.1M | Add +4.7% |
| IYR iShares US Real Estate ETF | 0.23% | 118,215 | $12.1M | Reduce -6.2% |
| VOO Vanguard S&P 500 ETF | 0.22% | 16,547 | $11.4M | Reduce -3.2% |
| SHY iShares 1-3 Year Treasury Bo | 0.21% | 137,118 | $11.3M | Add +12.0% |
| COST Costco Wholesale Corp. | 0.19% | 10,478 | $9.8M | Reduce -2.4% |
| XLP SS Consumer Staples Sel Sect | 0.18% | 115,545 | $9.6M | Add +0.9% |
| ULTA Ulta Beauty Inc. | 0.18% | 21,048 | $9.5M | Add +1.9% |
| CSCO Cisco Systems Inc. | 0.16% | 72,272 | $8.5M | Add +5.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.16% | 105,496 | $8.3M | Reduce -5.7% |
| TIP iShares Tips Bond ETF | 0.15% | 71,821 | $7.9M | Add +6.4% |
| EEM iShares MSCI Emerging Market | 0.15% | 111,721 | $7.6M | Reduce -3.2% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.15% | 167,758 | $7.6M | Reduce -17.8% |
| SGOV iShares 0-3 Month Treasury B | 0.13% | 68,168 | $6.9M | Reduce -31.5% |
| TXN Texas Instruments Inc. | 0.13% | 22,589 | $6.7M | Add +8.6% |
| VCLT Vanguard Long-Term Corp. Bond | 0.12% | 84,549 | $6.4M | Reduce -6.0% |
| INDA iShares MSCI India ETF | 0.12% | 128,918 | $6.4M | Add +2.4% |
| RL Ralph Lauren Corp. | 0.12% | 15,695 | $6.3M | Add +13.4% |
| CIBR First Trust Nasdaq Cybersecu | 0.11% | 65,414 | $5.9M | Reduce -0.8% |
| ALLW State Street Brgwtr All WTHR | 0.11% | 194,734 | $5.7M | Reduce -12.6% |
| IEI iShares 3-7 Year Treasury Bo | 0.10% | 44,164 | $5.2M | Reduce -1.1% |
| VCIT Vanguard Int-Term Corporate | 0.09% | 56,094 | $4.6M | Reduce -5.8% |
| PFE Pfizer Inc. | 0.08% | 173,691 | $4.2M | Reduce -5.3% |
| BNY Bank of New York Mellon Corp. | 0.08% | 28,820 | $4.2M | Add +9.5% |
| HD Home Depot Inc. | 0.07% | 11,011 | $3.9M | Reduce -2.3% |
| IGV iShares Expanded Tech-Softwa | 0.07% | 41,563 | $3.8M | Reduce -5.3% |
| SDY SS SPDR S&P Dividend ETF | 0.07% | 23,468 | $3.6M | Reduce -0.5% |
| PEP Pepsico Inc. | 0.07% | 25,819 | $3.5M | Add +6.1% |
| PG The Procter & Gamble Co. | 0.07% | 23,579 | $3.5M | Reduce -9.7% |
| SCHD Schwab US DVD Equity ETF | 0.06% | 101,369 | $3.2M | Add +38.2% |
| IYE iShares U.S. Energy ETF | 0.06% | 56,691 | $3.2M | Reduce -4.9% |
| CELH Celsius Holdings Inc. | 0.06% | 100,000 | $2.9M | No change |
| REET iShares Global REIT ETF | 0.05% | 100,164 | $2.8M | Reduce -1.1% |
| BMY Bristol-Myers Squibb Co. | 0.05% | 44,119 | $2.5M | Reduce -4.8% |
| SKYY First Trust Cloud Computing | 0.05% | 18,797 | $2.5M | Add +1.4% |
| EMB iShares JP Morgan Usd Emergi | 0.05% | 25,113 | $2.4M | Add +9.5% |
| GDX Vaneck Gold Miners ETF | 0.04% | 29,935 | $2.3M | Add +4.3% |
| IHI iShares U.S. Medical Devices | 0.03% | 35,868 | $1.8M | Add +23.7% |
| OMC Omnicom Group | 0.03% | 23,795 | $1.7M | Reduce -6.1% |
| VT Vanguard Tot World STK ETF | 0.03% | 10,495 | $1.6M | Add +3.5% |
| T AT&T Inc. | 0.03% | 77,817 | $1.6M | Reduce -8.2% |
| MRVL Marvell Technology Inc. | 0.03% | 5,217 | $1.6M | New |
| VNQ Vanguard Real Estate ETF | 0.03% | 15,803 | $1.5M | Add +5.3% |
| IEMG iShares Core MSCI Emerging | 0.03% | 18,244 | $1.5M | Reduce -1.0% |
| XBI SS SPDR S&P Biotech ETF | 0.03% | 8,359 | $1.3M | Reduce -13.0% |
| BOTZ Global X Robotics & Artifici | 0.02% | 31,448 | $1.2M | New |
| ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU | 0.02% | 13,689 | $1.2M | New |
| VHT Vanguard Health Care ETF | 0.02% | 3,806 | $1.1M | Add +11.4% |
| VCR Vanguard Consumer Discre ETF | 0.02% | 2,619 | $1.0M | Add +6.0% |
| VZ Verizon Communications Inc. | 0.02% | 24,230 | $1.0M | Reduce -3.9% |
| XLC SS Comm Select Sector SPDR | 0.02% | 9,563 | $1.0M | Reduce -3.5% |
| SYY Sysco Corp. | 0.02% | 10,536 | $881K | Reduce -0.3% |
| WCLD Wisdomtree Cloud Computing | 0.02% | 27,378 | $878K | Reduce -18.0% |
| IBB iShares Biotechnology ETF | 0.02% | 4,601 | $875K | Reduce -6.8% |
| KMB Kimberly-Clark Corp. | 0.01% | 6,795 | $746K | Reduce -13.4% |
| DVY iShares Select Dividend ETF | 0.01% | 4,701 | $735K | Reduce -2.6% |
| LRCX Lam Research Corp. | 0.01% | 1,518 | $658K | Add +203.6% |
| NFLX Netflix Inc. | 0.01% | 9,079 | $648K | Add +155.0% |
Options reported separately and not counted above: QQQ puts ($7.4M), QQQ calls ($4.1M), CELH calls ($2.9M), META puts ($2.3M), MU calls ($1.2M), GE puts ($785K), IBM puts ($703K), SNOW puts ($662K), DE puts ($634K), TXN puts ($596K), ANET puts ($595K), SMCI calls ($587K), and 27 more.
Portfolio Sells Q1 2026 → Q2 2026
| JEF Jefferies Financial Group Inc. | Reduce -30.5% | 6.13% | −1.62 |
| DIA SS SPDR Dow Jones Indus Avg | Sold out | 0.00% | −1.21 |
| SOXX iShares Semiconductor ETF | Reduce -83.0% | 0.43% | −0.95 |
| KW Kennedy-Wilson Holdings Inc. | Sold out | 0.00% | −0.61 |
| AGG iShares Core U.S. Aggregate | Reduce -1.3% | 2.52% | −0.21 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -19.8% | 0.31% | −0.10 |
| SGOV iShares 0-3 Month Treasury B | Reduce -31.5% | 0.13% | −0.07 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -0.0% | 1.04% | −0.07 |
| MBB iShares MBS ETF | Reduce -0.2% | 0.85% | −0.06 |
| MSFT Microsoft Corp. | Reduce -0.8% | 0.90% | −0.06 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -17.8% | 0.15% | −0.05 |
| TLT iShares 20+ Year Treasury BD | Reduce -1.1% | 0.48% | −0.04 |
| BAB Invesco Taxable Municipal Bo | Reduce -3.2% | 0.33% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -2.4% | 0.19% | −0.03 |
| PFE Pfizer Inc. | Reduce -5.3% | 0.08% | −0.02 |
| ALLW State Street Brgwtr All WTHR | Reduce -12.6% | 0.11% | −0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -5.7% | 0.16% | −0.02 |
| T AT&T Inc. | Reduce -8.2% | 0.03% | −0.02 |
| IYE iShares U.S. Energy ETF | Reduce -4.9% | 0.06% | −0.02 |
| VCLT Vanguard Long-Term Corp. Bond | Reduce -6.0% | 0.12% | −0.02 |
| VCIT Vanguard Int-Term Corporate | Reduce -5.8% | 0.09% | −0.01 |
| IYR iShares US Real Estate ETF | Reduce -6.2% | 0.23% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -9.7% | 0.07% | −0.01 |
| UBER Uber Technologies Inc. | Reduce -99.9% | 0.00% | −0.01 |
| COIN Coinbase Global Inc. Class A | Sold out | 0.00% | −0.01 |
| BMY Bristol-Myers Squibb Co. | Reduce -4.8% | 0.05% | −0.01 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -1.1% | 0.10% | −0.01 |
| AAPL Apple Inc. | Reduce -76.4% | 0.00% | −0.01 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -3.9% | 0.02% | −0.01 |
| OMC Omnicom Group | Reduce -6.1% | 0.03% | −0.01 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.00 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.00 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.00 |
| CHTR Charter Communications Inc. Class A | Sold out | 0.00% | −0.00 |
| GIS General Mills Inc. | Reduce -18.8% | 0.01% | −0.00 |
| FXI iShares China Large-Cap ETF | Reduce -9.9% | 0.01% | −0.00 |
| XLC SS Comm Select Sector SPDR | Reduce -3.5% | 0.02% | −0.00 |
| COF Capital One Financial Corp. | Sold out | 0.00% | −0.00 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.00 |
| ORCL Oracle Corp. | Reduce -98.2% | 0.00% | −0.00 |
| GDXJ Vaneck Junior Gold Miners | Reduce -0.3% | 0.01% | −0.00 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.00 |
| ARM Arm Holdings PLC-ADR | Sold out | 0.00% | −0.00 |
| PLTR Palantir Technologies Inc. Class A | Reduce -49.8% | 0.00% | −0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -55.5% | 0.00% | −0.00 |
| SDY SS SPDR S&P Dividend ETF | Reduce -0.5% | 0.07% | −0.00 |
| WCLD Wisdomtree Cloud Computing | Reduce -18.0% | 0.02% | −0.00 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.00 |
| TGT Target Corp. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| QQQ Invesco QQQ Trust Series 1 | Add +108.3% | 5.32% | +3.19 |
| XLB SS Materials Select Sector | Add +205733.6% | 2.37% | +2.37 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.5% | 10.93% | +0.94 |
| ANET Arista Networks Inc. | Add +0.1% | 1.59% | +0.37 |
| APH Amphenol Corp. Class A | Add +14.4% | 0.87% | +0.29 |
| GOOG Alphabet Inc. Class C | Add +0.6% | 1.73% | +0.24 |
| AVGO Broadcom Inc. | Add +0.3% | 1.71% | +0.22 |
| XYZ Block Inc. | Add +0.1% | 1.32% | +0.21 |
| GE General Electric | Add +3.5% | 0.91% | +0.20 |
| VGT Vanguard Info Tech ETF | Add +10.8% | 0.59% | +0.17 |
| NVDA Nvidia Corp. | Add +1.5% | 1.82% | +0.15 |
| AMZN Amazon.com Inc. | Add +1.8% | 1.03% | +0.09 |
| QCOM Qualcomm Inc. | Add +4.7% | 0.27% | +0.08 |
| DHI D.R. Horton Inc. | Add +0.0% | 0.58% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +1.9% | 0.91% | +0.06 |
| CSCO Cisco Systems Inc. | Add +5.5% | 0.16% | +0.05 |
| TXN Texas Instruments Inc. | Add +8.6% | 0.13% | +0.05 |
| AXP American Express Co. | Add +0.6% | 0.62% | +0.03 |
| MRVL Marvell Technology Inc. | New | 0.03% | +0.03 |
| RL Ralph Lauren Corp. | Add +13.4% | 0.12% | +0.02 |
| BOTZ Global X Robotics & Artifici | New | 0.02% | +0.02 |
| ROBO Robo Global Robotics and Aut | New | 0.02% | +0.02 |
| BNY Bank of New York Mellon Corp. | Add +9.5% | 0.08% | +0.02 |
| SCHD Schwab US DVD Equity ETF | Add +38.2% | 0.06% | +0.02 |
| SNDK Sandisk Corp. | New | 0.01% | +0.01 |
| LRCX Lam Research Corp. | Add +203.6% | 0.01% | +0.01 |
| SNOW Snowflake Inc. | New | 0.01% | +0.01 |
| SHY iShares 1-3 Year Treasury Bo | Add +12.0% | 0.21% | +0.01 |
| PANW Palo Alto Networks Inc. | New | 0.01% | +0.01 |
| NOW ServiceNow Inc. | New | 0.01% | +0.01 |
| OKTA Okta Inc. | New | 0.01% | +0.01 |
| SKYY First Trust Cloud Computing | Add +1.4% | 0.05% | +0.01 |
| XLE SS Energy Select Sector | Add +134.6% | 0.01% | +0.01 |
| NFLX Netflix Inc. | Add +155.0% | 0.01% | +0.01 |
| CRM Salesforce Inc. | Add +351.0% | 0.01% | +0.00 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.00% | +0.00 |
| CDNS Cadence Design SYS Inc. | New | 0.00% | +0.00 |
| COHR Coherent Corp. | New | 0.00% | +0.00 |
| DELL Dell Technologies -C | New | 0.00% | +0.00 |
| KO The Coca-Cola Co. | Add +0.5% | 0.49% | +0.00 |
| SMCI Super Micro Computer Inc. | New | 0.00% | +0.00 |
| VT Vanguard Tot World STK ETF | Add +3.5% | 0.03% | +0.00 |
| VHT Vanguard Health Care ETF | Add +11.4% | 0.02% | +0.00 |
| LITE Lumentum Holdings Inc. | New | 0.00% | +0.00 |
| EMB iShares JP Morgan Usd Emergi | Add +9.5% | 0.05% | +0.00 |
| IHI iShares U.S. Medical Devices | Add +23.7% | 0.03% | +0.00 |
| INDA iShares MSCI India ETF | Add +2.4% | 0.12% | +0.00 |
| XLI SS Industrial Select Sector | Add +761.1% | 0.00% | +0.00 |
| VNQ Vanguard Real Estate ETF | Add +5.3% | 0.03% | +0.00 |
| VCR Vanguard Consumer Discre ETF | Add +6.0% | 0.02% | +0.00 |
Options Activity Q1 2026 → Q2 2026
| QQQ Invesco QQQ Trust Series 1 | put | Add +25.0% | 10,000 | $7.4M |
| QQQ Invesco QQQ Trust Series 1 | call | New | 5,500 | $4.1M |
| META Meta Platforms Inc. Class A | put | New | 4,000 | $2.3M |
| MU Micron Technology Inc. | call | New | 1,000 | $1.2M |
| MU Micron Technology Inc. | put | Sold out | 2,500 | $845Kbefore exit |
| COF Capital One Financial Corp. | put | Sold out | 4,500 | $821Kbefore exit |
| GE General Electric | put | New | 2,100 | $785K |
| UBER Uber Technologies Inc. | put | Sold out | 10,000 | $719Kbefore exit |
| IBM Intl Business Machines Corp. | put | New | 2,500 | $703K |
| SNOW Snowflake Inc. | put | New | 2,600 | $662K |
| ADBE Adobe Inc. | put | Sold out | 2,700 | $656Kbefore exit |
| DE Deere & Co. | put | New | 1,000 | $634K |
| TXN Texas Instruments Inc. | put | Reduce -42.9% | 2,000 | $596K |
| ANET Arista Networks Inc. | put | New | 3,500 | $595K |
| SMCI Super Micro Computer Inc. | call | New | 20,000 | $587K |
| CRWD CrowdStrike Holdings Inc. Class A | put | Sold out | 1,500 | $586Kbefore exit |
| AMD Advanced Micro Devices | put | New | 1,000 | $581K |
| AVGO Broadcom Inc. | call | Add +50.0% | 1,500 | $567K |
| CDNS Cadence Design SYS Inc. | put | New | 1,500 | $563K |
| IBM Intl Business Machines Corp. | call | New | 2,000 | $562K |
| INTC Intel Corp. | put | New | 4,000 | $559K |
| SMCI Super Micro Computer Inc. | put | New | 18,500 | $543K |
| DELL Dell Technologies -C | put | New | 1,200 | $518K |
| DELL Dell Technologies -C | call | New | 1,200 | $518K |
| PANW Palo Alto Networks Inc. | put | New | 1,500 | $512K |
| COIN Coinbase Global Inc. Class A | put | Sold out | 2,800 | $489Kbefore exit |
| GEV GE Vernova Inc. | put | New | 400 | $470K |
| CAT Caterpillar Inc. | put | New | 400 | $426K |
| QCOM Qualcomm Inc. | put | Reduce -55.6% | 2,000 | $370K |
| VZ Verizon Communications Inc. | put | Sold out | 7,000 | $351Kbefore exit |
| LULU Lululemon Athletica Inc. | put | Sold out | 2,100 | $322Kbefore exit |
| DE Deere & Co. | call | New | 500 | $317K |
| ADBE Adobe Inc. | call | Sold out | 1,300 | $316Kbefore exit |
| SNOW Snowflake Inc. | call | New | 1,200 | $305K |
| AMD Advanced Micro Devices | call | New | 500 | $290K |
| INTC Intel Corp. | call | New | 2,000 | $279K |
| COF Capital One Financial Corp. | call | Sold out | 1,500 | $274Kbefore exit |
| ANET Arista Networks Inc. | call | New | 1,500 | $255K |
| HOOD Robinhood Markets Inc. Class A | put | New | 2,500 | $251K |
| GEV GE Vernova Inc. | call | New | 200 | $235K |
| CAT Caterpillar Inc. | call | New | 200 | $213K |
| GOOG Alphabet Inc. Class C | put | Sold out | 700 | $201Kbefore exit |
| VZ Verizon Communications Inc. | call | Sold out | 4,000 | $201Kbefore exit |
| AVGO Broadcom Inc. | put | Reduce -50.0% | 500 | $189K |
| CDNS Cadence Design SYS Inc. | call | New | 500 | $188K |
| QCOM Qualcomm Inc. | call | Reduce -33.3% | 1,000 | $185K |
| UBER Uber Technologies Inc. | call | Sold out | 2,500 | $180Kbefore exit |
| PANW Palo Alto Networks Inc. | call | New | 500 | $171K |
| TXN Texas Instruments Inc. | call | Reduce -66.7% | 500 | $149K |
| ORCL Oracle Corp. | put | Sold out | 1,000 | $147Kbefore exit |
Showing the first 50 of 53.
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 175 | $5.2B | ARES, SPY, JEF, QQQ, GLD |
| Q1 2026 | 167 | $4.9B | ARES, SPY, JEF, GLD, PSNY |
| Q4 2025 | 164 | $5.6B | ARES, JEF, SPY, GLD, AGG |
| Q3 2025 | 151 | $5.7B | ARES, JEF, SPY, QQQ, GLD |
| Q2 2025 | 163 | $6.1B | ARES, SPY, JEF, LQD, QQQ |
| Q1 2025 | 146 | $5.5B | ARES, SPY, JEF, IWF, QQQ |
| Q4 2024 | 134 | $7.5B | ARES, SPY, JEF, QQQ, VOO |
| Q3 2024Amended | 137 | $4.4B | ARES, JEF, SPY, CME, AGG |
| Q2 2024 | 142 | $3.2B | ARES, CME, LQD, AGG, GLD |
| Q1 2024 | 138 | $3.2B | ARES, ESGU, CME, XYZ, AGG |