Sumitomo Mitsui Financial Group, Inc.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Sumitomo Mitsui Financial Group, Inc. reported 134 stock positions worth $7.5 billion. Its top holding was Ares Management Class A (ARES) at 31.5% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 15.4%) and Jefferies Financial (JEF, 9.7%). Compared with Q3 2024, it opened 13 new positions, sold out of 16, added to 53 and reduced 53. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +419%) and the biggest sale Nvidia (NVDA, shares −2%).

Most Recent 13F
Q2 2026
Location
TOKYO, M0
CIK
0001022837
Portfolio Value
$7.5B (Q4 2024)
SEC Filing
0000950123-25-001919 ↗ filed Feb 13, 2025

Holdings Value

0$2.0B$4.0B$6.0B$8.0B Q1 2024: $3.2B Q1 2024 Q2 2024: $3.2B Q2 2024 Q3 2024: $4.4B Q3 2024 Q4 2024: $7.5B $7.5B Q4 2024 Q1 2025: $5.5B Q1 2025 Q2 2025: $6.1B Q2 2025 Q3 2025: $5.7B Q3 2025 Q4 2025: $5.6B Q4 2025 Q1 2026: $4.9B Q1 2026 Q2 2026: $5.2B Q2 2026

Holdings 134 stocks · $7.5B
ARES Ares Management Corp. Class A 31.53% 13,364,740 $2.4B No change
SPY SS SPDR S&P 500 ETF Trust-US 15.40% 1,965,758 $1.2B Add +419.1%
JEF Jefferies Financial Group Inc. 9.66% 9,247,081 $725.0M No change
QQQ Invesco QQQ Trust Series 1 7.53% 1,096,861 $565.3M Add +1828.8%
VOO Vanguard S&P 500 ETF 5.31% 736,089 $398.2M Add +4449.7%
IWF iShares Russell 1000 Growth 3.73% 691,000 $280.0M New
LQD Ishr Ibx Usd Invgd CB ETF-Ui 2.45% 1,718,801 $183.9M Add +157.7%
IWB iShares Russell 1000 ETF 1.72% 400,000 $129.4M New
CME Cme Group Inc. 1.46% 471,846 $109.6M No change
AGG iShares Core U.S. Aggregate 1.35% 1,047,403 $101.5M Add +9.5%
GLD SPDR Gold Shares 1.29% 399,951 $96.8M Add +9.0%
XYZ Block Inc. 1.03% 908,264 $77.2M Add +0.0%
XLK SS Technology Select Sector 0.95% 305,000 $71.5M No change
IEF iShares 7-10 Year Treasury B 0.93% 753,550 $69.7M Add +5.8%
NVDA Nvidia Corp. 0.87% 485,032 $65.2M Reduce -2.3%
XLI SS Industrial Select Sector 0.81% 458,000 $60.4M New
XLF SS Financial Select Sector 0.79% 1,231,987 $59.5M Add +728886.4%
AVGO Broadcom Inc. 0.77% 247,592 $57.4M Reduce -1.1%
IGV iShares Expanded Tech-Softwa 0.76% 564,860 $57.0M Add +1057.5%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.65% 618,356 $48.6M Add +0.7%
ANET Arista Networks Inc. 0.58% 396,831 $43.9M Reduce -2.5%
IGSB iShares 1-5Y Inv Grade Corp. 0.57% 828,741 $42.8M Reduce -1.7%
GOOG Alphabet Inc. Class C 0.56% 221,108 $42.1M Add +3.1%
SJNK SS SPDR BB St Hi Yield ETF 0.56% 1,652,814 $41.8M Add +19.4%
AMZN Amazon.com Inc. 0.51% 174,521 $38.3M Add +4.5%
MBB iShares MBS ETF 0.50% 410,733 $37.7M Add +6.5%
META Meta Platforms Inc. Class A 0.49% 63,426 $37.1M Add +1.8%
MSFT Microsoft Corp. 0.49% 87,555 $36.9M Add +3.1%
TLT iShares 20+ Year Treasury BD 0.42% 356,833 $31.2M Add +28.1%
PFF iShares Preferred & Income S 0.33% 784,978 $24.7M Add +5.5%
JPM JPMorgan Chase & Co. 0.33% 102,230 $24.5M Add +7.7%
UNH Unitedhealth Group Inc. 0.30% 44,174 $22.3M Add +5.9%
INTU Intuit Inc. 0.29% 34,050 $21.4M Add +7.2%
BAB Invesco Taxable Municipal Bo 0.26% 751,977 $19.7M Add +1.0%
BLK BlackRock Inc. 0.24% 17,348 $17.8M Add +3.2%
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.24% 16,843 $17.8M Add +0.9%
DHI D.R. Horton Inc. 0.21% 114,106 $16.0M Add +3.7%
APD Air Products & Chemicals Inc. 0.21% 54,454 $15.8M Add +0.1%
FSLR First Solar Inc. 0.20% 86,003 $15.2M Reduce -2.3%
AMGN Amgen Inc. 0.19% 55,868 $14.6M Add +7.0%
GOVT iShares US Treasury Bond ETF 0.19% 642,555 $14.4M Reduce -1.1%
BSX Boston Scientific Corp. 0.18% 150,810 $13.5M New
KO The Coca-Cola Co. 0.18% 214,081 $13.3M Add +9.2%
JBHT Hunt (jb) Transprt SVCS Inc. 0.15% 66,014 $11.3M Add +3.9%
IYR iShares US Real Estate ETF 0.15% 119,699 $11.1M Add +20.1%
XLP SS Consumer Staples Sel Sect 0.13% 121,894 $9.6M Reduce -0.1%
VGT Vanguard Info Tech ETF 0.12% 15,080 $9.4M Reduce -4.5%
SHV iShares 0-1 Year Treasury Bo 0.12% 81,969 $9.0M Reduce -22.2%
ADM Archer-Daniels-Midland Co. 0.11% 169,475 $8.6M Add +1.5%
SHY iShares 1-3 Year Treasury Bo 0.11% 100,676 $8.3M Reduce -0.8%
QCOM Qualcomm Inc. 0.10% 51,270 $7.9M Reduce -8.0%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.09% 92,131 $7.0M Add +0.2%
VCSH Vanguard S/T Corp. Bond ETF 0.09% 88,349 $6.9M Reduce -1.3%
COST Costco Wholesale Corp. 0.09% 7,465 $6.8M Reduce -0.1%
VCLT Vanguard Long-Term Corp. Bond 0.09% 91,428 $6.8M Add +3.3%
ULTA Ulta Beauty Inc. 0.08% 14,627 $6.4M Add +8.7%
CIBR First Trust Nasdaq Cybersecu 0.07% 84,336 $5.4M Reduce -0.6%
UCON First Trust Smith Unconstrai 0.07% 216,240 $5.3M Add +155.3%
VT Vanguard Tot World STK ETF 0.06% 39,637 $4.7M Reduce -48.7%
HD Home Depot Inc. 0.06% 11,851 $4.6M Reduce -1.4%
SCHD Schwab US DVD Equity ETF 0.06% 162,888 $4.5M Add +11.6%
SOXX iShares Semiconductor ETF 0.06% 20,307 $4.4M Reduce -12.6%
INDA iShares MSCI India ETF 0.06% 82,711 $4.4M Add +56.2%
TXN Texas Instruments Inc. 0.06% 23,244 $4.4M Reduce -4.6%
TIP iShares Tips Bond ETF 0.06% 40,230 $4.3M Add +20.6%
VCIT Vanguard Int-Term Corporate 0.05% 50,119 $4.0M Add +3.3%
IYE iShares U.S. Energy ETF 0.05% 86,112 $3.9M Reduce -7.8%
IEI iShares 3-7 Year Treasury Bo 0.05% 33,600 $3.9M Add +13.9%
PEP Pepsico Inc. 0.05% 24,081 $3.7M Reduce -9.2%
SKYY First Trust Cloud Computing 0.05% 29,270 $3.5M Reduce -0.4%
PG The Procter & Gamble Co. 0.04% 19,993 $3.4M Add +0.9%
PFE Pfizer Inc. 0.04% 104,704 $2.8M Reduce -15.0%
SGOV iShares 0-3 Month Treasury B 0.04% 27,274 $2.7M Add +10.1%
SDY SS SPDR S&P Dividend ETF 0.03% 19,337 $2.6M Reduce -4.5%
WCLD Wisdomtree Cloud Computing 0.03% 67,607 $2.5M Reduce -2.2%
RL Ralph Lauren Corp. 0.03% 9,998 $2.3M Reduce -14.2%
BMY Bristol-Myers Squibb Co. 0.03% 40,554 $2.3M Reduce -83.7%
REET iShares Global REIT ETF 0.03% 89,232 $2.1M Reduce -4.8%
T AT&T Inc. 0.03% 90,677 $2.1M Reduce -7.7%
CSCO Cisco Systems Inc. 0.03% 31,868 $1.9M Reduce -18.3%
EEM iShares MSCI Emerging Market 0.02% 43,297 $1.8M Reduce -0.8%
BOND PIMCO Active Bond Exchange-T 0.02% 18,470 $1.7M No change
SYY Sysco Corp. 0.02% 20,609 $1.6M Reduce -8.8%
GIS General Mills Inc. 0.02% 24,587 $1.6M Add +2.2%
VHT Vanguard Health Care ETF 0.02% 5,565 $1.4M Reduce -2.8%
EMB iShares JP Morgan Usd Emergi 0.02% 15,813 $1.4M Add +3.3%
IHI iShares U.S. Medical Devices 0.02% 23,587 $1.4M Reduce -0.1%
PAVE Global X US Infrastructure 0.02% 30,246 $1.2M Reduce -5.3%
MDLZ Mondelez International Inc. Class A 0.02% 19,358 $1.2M Add +0.6%
VCR Vanguard Consumer Discre ETF 0.01% 2,834 $1.1M Add +29.9%
XBI SS SPDR S&P Biotech ETF 0.01% 11,708 $1.1M Reduce -4.7%
VNQ Vanguard Real Estate ETF 0.01% 11,693 $1.0M Add +6.5%
XLC SS Comm Select Sector SPDR 0.01% 10,473 $1.0M Reduce -2.9%
NFLX Netflix Inc. 0.01% 1,072 $973K New
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.01% 12,283 $944K Reduce -31.2%
IEMG iShares Core MSCI Emerging 0.01% 17,154 $896K Reduce -4.4%
IBB iShares Biotechnology ETF 0.01% 6,698 $886K Reduce -4.8%
DVY iShares Select Dividend ETF 0.01% 6,464 $849K Reduce -13.0%
TSLA Tesla Inc. 0.01% 1,804 $779K Reduce -71.8%
OMC Omnicom Group 0.01% 8,229 $708K Add +9.4%
VZ Verizon Communications Inc. 0.01% 17,138 $685K Reduce -6.8%
KMB Kimberly-Clark Corp. 0.01% 4,838 $634K Add +1.5%
ITW Illinois Tool Works 0.01% 2,452 $622K Reduce -8.1%
GDX Vaneck Gold Miners ETF 0.01% 18,121 $614K Reduce -7.2%
SH Proshares Short S&P500 0.01% 12,000 $509K No change
OKTA Okta Inc. 0.01% 4,739 $387K Add +12051.3%
REM iShares Mortgage Real Estate 0.00% 14,223 $304K Add +18.1%
HEWJ Isha Curr Hedged MSCI Japan 0.00% 5,625 $240K No change
XLE SS Energy Select Sector 0.00% 2,610 $224K Reduce -24.7%
IWM iShares Russell 2000 ETF 0.00% 996 $220K Add +5.1%
EWJ iShares MSCI Japan ETF 0.00% 3,179 $213K No change
GDXJ Vaneck Junior Gold Miners 0.00% 4,612 $197K Reduce -17.4%
QCLN First Trust Nasdaq Clean Edg 0.00% 5,587 $190K Reduce -14.3%
IEO iShares U.S. Oil & Gas Explo 0.00% 1,998 $179K Reduce -1.2%
ZS Zscaler Inc. 0.00% 754 $139K Reduce -66.3%
EAGG iShares ESG Aware US Aggrega 0.00% 2,196 $102K No change
ESGV Vanguard ESG US Stock ETF 0.00% 938 $99K No change
TWLO Twilio Inc. Class A 0.00% 900 $98K Reduce -58.2%
MRVL Marvell Technology Inc. 0.00% 750 $85K New
XSOE Wisdmtree Emerg MKT Ex-St Ow 0.00% 2,351 $72K No change
V Visa Inc. Class A 0.00% 224 $71K New
FCPI Fidelity Stocks for Infl ETF 0.00% 1,455 $63K Reduce -16.9%
XLB SS Materials Select Sector 0.00% 593 $50K No change
HEZU iShares Currency Hedged MSCI 0.00% 1,130 $40K No change
USMV iShares MSCI USA Min Vol Fac 0.00% 424 $38K No change
CRWD CrowdStrike Holdings Inc. Class A 0.00% 105 $37K Reduce -92.1%
ADBE Adobe Inc. 0.00% 83 $37K New
SHOP Shopify Inc. Class A 0.00% 322 $35K New
GE General Electric filed as GE AEROSPACE 0.00% 165 $28K New
ZM Zoom Communications Inc. 0.00% 300 $25K Reduce -98.2%
AMAT Applied Materials Inc. 0.00% 100 $17K New
LRCX Lam Research Corp. 0.00% 220 $16K New
SPLV Invesco S&P 500 Low Volatili 0.00% 228 $16K No change
DAL Delta Air Lines Inc. 0.00% 150 $9K New

Options reported separately and not counted above: NVIDIA CORPORATION calls ($460K), AMAZON COM INC calls ($426K), TESLA INC calls ($327K), AMAZON COM INC puts ($216K), INVESCO QQQ TR puts ($207K), VISA INC calls ($146K), JPMORGAN CHASE & CO puts ($124K), BROADCOM INC puts ($114K), TESLA INC puts ($103K), META PLATFORMS INC calls ($100K), ZSCALER INC calls ($83K), APPLE INC calls ($68K), and 22 more.

Portfolio Sells Q3 2024 → Q4 2024
NVDA Nvidia Corp. Reduce -2.3% 0.87% −0.49
IGSB iShares 1-5Y Inv Grade Corp. Reduce -1.7% 0.57% −0.43
ANET Arista Networks Inc. Reduce -2.5% 0.58% −0.29
FSLR First Solar Inc. Reduce -2.3% 0.20% −0.29
BMY Bristol-Myers Squibb Co. Reduce -83.7% 0.03% −0.26
AVGO Broadcom Inc. Reduce -1.1% 0.77% −0.21
GOVT iShares US Treasury Bond ETF Reduce -1.1% 0.19% −0.15
VT Vanguard Tot World STK ETF Reduce -48.7% 0.06% −0.15
SHV iShares 0-1 Year Treasury Bo Reduce -22.2% 0.12% −0.14
QCOM Qualcomm Inc. Reduce -8.0% 0.10% −0.11
XLP SS Consumer Staples Sel Sect Reduce -0.1% 0.13% −0.10
VGT Vanguard Info Tech ETF Reduce -4.5% 0.12% −0.08
SHY iShares 1-3 Year Treasury Bo Reduce -0.8% 0.11% −0.08
VCSH Vanguard S/T Corp. Bond ETF Reduce -1.3% 0.09% −0.07
SOXX iShares Semiconductor ETF Reduce -12.6% 0.06% −0.06
COST Costco Wholesale Corp. Reduce -0.1% 0.09% −0.06
TXN Texas Instruments Inc. Reduce -4.6% 0.06% −0.06
PEP Pepsico Inc. Reduce -9.2% 0.05% −0.05
HD Home Depot Inc. Reduce -1.4% 0.06% −0.05
IYE iShares U.S. Energy ETF Reduce -7.8% 0.05% −0.05
PFE Pfizer Inc. Reduce -15.0% 0.04% −0.04
CIBR First Trust Nasdaq Cybersecu Reduce -0.6% 0.07% −0.04
MU Micron Technology Inc. Sold out 0.00% −0.04
SDY SS SPDR S&P Dividend ETF Reduce -4.5% 0.03% −0.03
REET iShares Global REIT ETF Reduce -4.8% 0.03% −0.03
TSLA Tesla Inc. Reduce -71.8% 0.01% −0.03
ZM Zoom Communications Inc. Reduce -98.2% 0.00% −0.03
CSCO Cisco Systems Inc. Reduce -18.3% 0.03% −0.02
T AT&T Inc. Reduce -7.7% 0.03% −0.02
SKYY First Trust Cloud Computing Reduce -0.4% 0.05% −0.02
EEM iShares MSCI Emerging Market Reduce -0.8% 0.02% −0.02
RL Ralph Lauren Corp. Reduce -14.2% 0.03% −0.02
SYY Sysco Corp. Reduce -8.8% 0.02% −0.02
VHT Vanguard Health Care ETF Reduce -2.8% 0.02% −0.02
GOOGL Alphabet Inc. Class A Sold out 0.00% −0.02
BNY Bank of New York Mellon Corp. Reduce -31.2% 0.01% −0.02
WCLD Wisdomtree Cloud Computing Reduce -2.2% 0.03% −0.02
PAVE Global X US Infrastructure Reduce -5.3% 0.02% −0.01
XBI SS SPDR S&P Biotech ETF Reduce -4.7% 0.01% −0.01
IHI iShares U.S. Medical Devices Reduce -0.1% 0.02% −0.01
CRM Salesforce Inc. Sold out 0.00% −0.01
DVY iShares Select Dividend ETF Reduce -13.0% 0.01% −0.01
IBB iShares Biotechnology ETF Reduce -4.8% 0.01% −0.01
IEMG iShares Core MSCI Emerging Reduce -4.4% 0.01% −0.01
VZ Verizon Communications Inc. Reduce -6.8% 0.01% −0.01
GDX Vaneck Gold Miners ETF Reduce -7.2% 0.01% −0.01
ARM Arm Holdings PLC-ADR Sold out 0.00% −0.01
XLC SS Comm Select Sector SPDR Reduce -2.9% 0.01% −0.01
CRWD CrowdStrike Holdings Inc. Class A Reduce -92.1% 0.00% −0.01
ITW Illinois Tool Works Reduce -8.1% 0.01% −0.01

Portfolio Buys Q3 2024 → Q4 2024
SPY SS SPDR S&P 500 ETF Trust-US Add +419.1% 15.40% +10.52
QQQ Invesco QQQ Trust Series 1 Add +1828.8% 7.53% +6.91
VOO Vanguard S&P 500 ETF Add +4449.7% 5.31% +5.11
IWF iShares Russell 1000 Growth New 3.73% +3.73
IWB iShares Russell 1000 ETF New 1.72% +1.72
XLI SS Industrial Select Sector New 0.81% +0.81
XLF SS Financial Select Sector Add +728886.4% 0.79% +0.79
LQD Ishr Ibx Usd Invgd CB ETF-Ui Add +157.7% 2.45% +0.76
IGV iShares Expanded Tech-Softwa Add +1057.5% 0.76% +0.66
BSX Boston Scientific Corp. New 0.18% +0.18
UCON First Trust Smith Unconstrai Add +155.3% 0.07% +0.02
NFLX Netflix Inc. New 0.01% +0.01
OKTA Okta Inc. Add +12051.3% 0.01% +0.01
MRVL Marvell Technology Inc. New 0.00% +0.00
V Visa Inc. Class A New 0.00% +0.00
ADBE Adobe Inc. New 0.00% +0.00
SHOP Shopify Inc. Class A New 0.00% +0.00
GE General Electric New 0.00% +0.00
AMAT Applied Materials Inc. New 0.00% +0.00
LRCX Lam Research Corp. New 0.00% +0.00
DAL Delta Air Lines Inc. New 0.00% +0.00
IWM iShares Russell 2000 ETF Add +5.1% 0.00% −0.00
REM iShares Mortgage Real Estate Add +18.1% 0.00% −0.00
VCR Vanguard Consumer Discre ETF Add +29.9% 0.01% −0.00
KMB Kimberly-Clark Corp. Add +1.5% 0.01% −0.01
OMC Omnicom Group Add +9.4% 0.01% −0.01
VNQ Vanguard Real Estate ETF Add +6.5% 0.01% −0.01
INDA iShares MSCI India ETF Add +56.2% 0.06% −0.01
EMB iShares JP Morgan Usd Emergi Add +3.3% 0.02% −0.01
MDLZ Mondelez International Inc. Class A Add +0.6% 0.02% −0.02
GIS General Mills Inc. Add +2.2% 0.02% −0.02
SGOV iShares 0-3 Month Treasury B Add +10.1% 0.04% −0.02
TIP iShares Tips Bond ETF Add +20.6% 0.06% −0.03
IEI iShares 3-7 Year Treasury Bo Add +13.9% 0.05% −0.03
PG The Procter & Gamble Co. Add +0.9% 0.04% −0.03
ULTA Ulta Beauty Inc. Add +8.7% 0.08% −0.03
SCHD Schwab US DVD Equity ETF Add +11.6% 0.06% −0.03
VCIT Vanguard Int-Term Corporate Add +3.3% 0.05% −0.04
VCLT Vanguard Long-Term Corp. Bond Add +3.3% 0.09% −0.07
XLU St Sr Utl SL SE SPDR ETF-Usd Add +0.2% 0.09% −0.07
IYR iShares US Real Estate ETF Add +20.1% 0.15% −0.08
JBHT Hunt (jb) Transprt SVCS Inc. Add +3.9% 0.15% −0.10
ADM Archer-Daniels-Midland Co. Add +1.5% 0.11% −0.11
BLK BlackRock Inc. Add +3.2% 0.24% −0.12
JPM JPMorgan Chase & Co. Add +7.7% 0.33% −0.12
KO The Coca-Cola Co. Add +9.2% 0.18% −0.14
GWW WW Grainger Inc. Add +0.9% 0.24% −0.15
APD Air Products & Chemicals Inc. Add +0.1% 0.21% −0.15
INTU Intuit Inc. Add +7.2% 0.29% −0.16
AMGN Amgen Inc. Add +7.0% 0.19% −0.18

Options Activity Q3 2024 → Q4 2024
NVIDIA CORPORATION call Add +57.9% 262,498 $460K
AMAZON COM INC call Add +1.7% 25,236 $426K
ADVANCED MICRO DEVICES INC put Sold out 21,000 $343Kbefore exit
TESLA INC call Reduce -60.0% 2,000 $327K
AMAZON COM INC put Add +250.0% 35,000 $216K
INVESCO QQQ TR put Add +145.4% 27,000 $207K
CROWDSTRIKE HLDGS INC put Sold out 9,000 $169Kbefore exit
ARM HOLDINGS PLC put Sold out 30,000 $166Kbefore exit
VISA INC call New 5,000 $146K
MICRON TECHNOLOGY INC put Sold out 12,000 $141Kbefore exit
PAYPAL HLDGS INC call Sold out 16,265 $130Kbefore exit
JPMORGAN CHASE & CO put New 21,000 $124K
ALPHABET INC put Sold out 10,000 $118Kbefore exit
BROADCOM INC put Reduce -53.1% 7,500 $114K
INVESCO QQQ TR call Sold out 4,500 $104Kbefore exit
TESLA INC put Reduce -52.5% 9,500 $103K
META PLATFORMS INC call New 2,400 $100K
NVIDIA CORPORATION put Sold out 10,000 $95Kbefore exit
FREEPORT MCMORAN INC put Sold out 45,000 $93Kbefore exit
ZSCALER INC call Add +135.0% 8,905 $83K
APPLE INC call New 5,500 $68K
MARVELL TECHNOLOGY INC put New 6,000 $67K
BROADCOM INC call Reduce -68.8% 2,500 $48K
BLOCK INC call Reduce -86.4% 2,700 $37K
MARVELL TECHNOLOGY INC call New 3,000 $32K
ARM HOLDINGS PLC call Add +122.0% 22,200 $31K
NETFLIX INC. put New 1,500 $27K
SHOPIFY INC put Sold out 20,000 $22Kbefore exit
SHOPIFY INC call Reduce -97.8% 1,068 $17K
ZOOM COMMUNICATIONS INC call New 2,043 $17K
SERVICENOW INC call Sold out 103 $9Kbefore exit
CROWDSTRIKE HLDGS INC call Reduce -78.2% 655 $8K
CARNIVAL CORP call New 3,900 $4K
DISNEY WALT CO call New 1,500 $3K
QUALCOMM INC call Reduce -26.1% 3,736 $1K
ZOOM COMMUNICATIONS INC put Sold out 17,000 $1Kbefore exit
PALO ALTO NETWORKS INC call New 450 $716
BARRICK GOLD CORP call Reduce -63.5% 17,582 $612
ADVANCED MICRO DEVICES INC call Reduce -92.1% 1,795 $334
UBER TECHNOLOGIES INC call New 3,700 $75
ADOBE INC call New 158 $18
MICRON TECHNOLOGY INC call New 700 $0

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 175$5.2BARES, SPY, JEF, QQQ, GLD
Q1 2026 167$4.9BARES, SPY, JEF, GLD, PSNY
Q4 2025 164$5.6BARES, JEF, SPY, GLD, AGG
Q3 2025 151$5.7BARES, JEF, SPY, QQQ, GLD
Q2 2025 163$6.1BARES, SPY, JEF, LQD, QQQ
Q1 2025 146$5.5BARES, SPY, JEF, IWF, QQQ
Q4 2024 134$7.5BARES, SPY, JEF, QQQ, VOO
Q3 2024Amended 137$4.4BARES, JEF, SPY, CME, AGG
Q2 2024 142$3.2BARES, CME, LQD, AGG, GLD
Q1 2024 138$3.2BARES, ESGU, CME, XYZ, AGG