Sumitomo Mitsui Financial Group, Inc.

Name: SUMITOMO MITSUI FINANCIAL GROUP, INC. 13F holdings, Q2 2025
Creator: SUMITOMO MITSUI FINANCIAL GROUP, INC.
Published: 2025-08-13

Q2 2026Q1 2026Q4 2025Q3 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Sumitomo Mitsui Financial Group, Inc. reported 163 stock positions worth $6.1 billion. Its top holding was Ares Management Class A (ARES) at 37.8% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 11.5%) and Jefferies Financial (JEF, 8.3%). Compared with Q1 2025, it opened 35 new positions, sold out of 18, added to 63 and reduced 50. The biggest buy was Ishr Ibx Usd Invgd CB ETF-Ui (LQD, shares +492%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −35%).

Most Recent 13F: Q2 2026
Location: TOKYO, M0
CIK: 0001022837
Portfolio Value: $6.1B (Q2 2025)
SEC Filing: 0000950123-25-007705 ↗ filed Aug 13, 2025

Holdings Value

Holdings 163 stocks · $6.1B


ARES Ares Management Corp. Class A	37.78%	13,364,740	$2.3B	No change
SPY SS SPDR S&P 500 ETF Trust-US	11.51%	1,141,246	$705.1M	Reduce -34.5%
JEF Jefferies Financial Group Inc.	8.25%	9,247,081	$505.7M	No change
LQD Ishr Ibx Usd Invgd CB ETF-Ui	7.91%	4,423,974	$484.9M	Add +492.2%
QQQ Invesco QQQ Trust Series 1	2.93%	325,412	$179.5M	Reduce -1.7%
GLD SPDR Gold Shares	2.38%	477,869	$145.7M	Add +11.2%
XLK SS Technology Select Sector	2.27%	550,000	$139.3M	New
CME Cme Group Inc.	2.12%	471,846	$130.1M	No change
AGG iShares Core U.S. Aggregate	1.95%	1,202,110	$119.2M	Add +6.2%
NVDA Nvidia Corp.	1.27%	494,069	$78.1M	Reduce -4.1%
IEF iShares 7-10 Year Treasury B	1.27%	814,133	$78.0M	Add +1.9%
AVGO Broadcom Inc.	1.13%	251,423	$69.3M	Reduce -6.0%
XYZ Block Inc.	1.01%	907,950	$61.7M	Add +0.0%
META Meta Platforms Inc. Class A	0.87%	72,535	$53.5M	Add +2.8%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	0.86%	651,552	$52.5M	Reduce -0.1%
SJNK SS SPDR BB St Hi Yield ETF	0.84%	2,023,706	$51.6M	Add +5.6%
MSFT Microsoft Corp.	0.83%	101,821	$50.6M	Reduce -2.5%
EWY iShares MSCI South Korea ETF	0.80%	680,000	$48.8M	New
ANET Arista Networks Inc.	0.79%	470,754	$48.2M	Add +1.9%
IGSB iShares 1-5Y Inv Grade Corp.	0.78%	900,636	$47.5M	Add +4.5%
AMZN Amazon.com Inc.	0.74%	206,983	$45.4M	Add +5.7%
GOOG Alphabet Inc. Class C	0.74%	255,005	$45.2M	Add +5.1%
MBB iShares MBS ETF	0.67%	433,948	$40.7M	Add +2.3%
JPM JPMorgan Chase & Co.	0.60%	126,034	$36.5M	Add +1.6%
INTU Intuit Inc.	0.55%	42,982	$33.9M	Add +6.7%
TLT iShares 20+ Year Treasury BD	0.52%	358,426	$31.6M	Add +1.5%
PFF iShares Preferred & Income S	0.42%	836,063	$25.7M	Reduce -0.3%
BSX Boston Scientific Corp.	0.41%	235,481	$25.3M	Add +14.5%
AXP American Express Co.	0.39%	74,212	$23.7M	Add +28.1%
GE General Electric filed as GE AEROSPACE	0.37%	88,965	$22.9M	Add +30.5%
UNH Unitedhealth Group Inc.	0.36%	70,910	$22.1M	Add +35.1%
BLK BlackRock Inc.	0.35%	20,638	$21.7M	Add +4.8%
GWW WW Grainger Inc. filed as GRAINGER W W INC	0.33%	19,422	$20.2M	Add +4.0%
AMGN Amgen Inc.	0.32%	70,322	$19.6M	Add +14.1%
DHI D.R. Horton Inc.	0.31%	147,826	$19.1M	Add +13.8%
FSLR First Solar Inc.	0.31%	113,153	$18.7M	Add +11.3%
APD Air Products & Chemicals Inc.	0.30%	65,794	$18.6M	Add +9.6%
BAB Invesco Taxable Municipal Bo	0.30%	681,581	$18.1M	Reduce -8.0%
KO The Coca-Cola Co.	0.27%	235,234	$16.6M	Add +4.0%
GOVT iShares US Treasury Bond ETF	0.25%	666,851	$15.3M	Add +0.1%
SHV iShares 0-1 Year Treasury Bo	0.22%	124,612	$13.8M	Add +27.5%
IYR iShares US Real Estate ETF	0.20%	128,337	$12.2M	Add +1.1%
VGT Vanguard Info Tech ETF	0.18%	16,674	$11.1M	Add +4.3%
SHY iShares 1-3 Year Treasury Bo	0.16%	118,005	$9.8M	Add +0.9%
COST Costco Wholesale Corp.	0.16%	9,687	$9.6M	Reduce -0.8%
XLP SS Consumer Staples Sel Sect	0.15%	117,071	$9.5M	Reduce -0.6%
VOO Vanguard S&P 500 ETF	0.15%	16,445	$9.3M	Reduce -4.0%
ULTA Ulta Beauty Inc.	0.15%	19,775	$9.3M	Reduce -3.8%
QCOM Qualcomm Inc.	0.14%	54,471	$8.7M	Reduce -1.1%
VCSH Vanguard S/T Corp. Bond ETF	0.12%	92,355	$7.3M	Reduce -9.8%
CIBR First Trust Nasdaq Cybersecu	0.12%	93,825	$7.1M	Reduce -0.8%
XLU St Sr Utl SL SE SPDR ETF-Usd	0.11%	85,676	$7.0M	Reduce -6.0%
IGV iShares Expanded Tech-Softwa	0.11%	61,128	$6.7M	Reduce -21.3%
INDA iShares MSCI India ETF	0.11%	119,378	$6.6M	Add +11.6%
VCLT Vanguard Long-Term Corp. Bond	0.10%	81,693	$6.2M	Reduce -11.0%
TIP iShares Tips Bond ETF	0.09%	50,811	$5.6M	Add +20.0%
SDY SS SPDR S&P Dividend ETF	0.09%	38,836	$5.3M	Add +105.3%
TXN Texas Instruments Inc.	0.08%	24,503	$5.1M	Add +0.9%
IEI iShares 3-7 Year Treasury Bo	0.07%	38,219	$4.6M	Add +6.1%
HD Home Depot Inc.	0.07%	11,632	$4.3M	Reduce -4.9%
SOXX iShares Semiconductor ETF	0.07%	16,785	$4.0M	Reduce -18.1%
PG The Procter & Gamble Co.	0.06%	23,726	$3.8M	Add +5.7%
SCHD Schwab US DVD Equity ETF	0.06%	142,223	$3.8M	Reduce -20.8%
IYE iShares U.S. Energy ETF	0.06%	82,709	$3.7M	Add +1.8%
VCIT Vanguard Int-Term Corporate	0.06%	44,499	$3.7M	Reduce -12.0%
RL Ralph Lauren Corp.	0.05%	11,730	$3.2M	Add +0.2%
CSCO Cisco Systems Inc.	0.05%	45,917	$3.2M	Add +37.7%
PFE Pfizer Inc.	0.05%	124,200	$3.0M	Add +10.1%
PEP Pepsico Inc.	0.04%	20,200	$2.7M	Reduce -10.8%
SKYY First Trust Cloud Computing	0.04%	21,922	$2.7M	Reduce -31.0%
SGOV iShares 0-3 Month Treasury B	0.04%	26,060	$2.6M	Reduce -51.2%
REET iShares Global REIT ETF	0.04%	100,850	$2.5M	Add +4.0%
T AT&T Inc.	0.04%	84,642	$2.4M	Reduce -2.6%
EEM iShares MSCI Emerging Market	0.04%	47,876	$2.3M	Add +4.4%
WCLD Wisdomtree Cloud Computing	0.03%	58,506	$2.1M	Reduce -19.3%
BMY Bristol-Myers Squibb Co.	0.03%	43,454	$2.0M	Add +9.8%
KW Kennedy-Wilson Holdings Inc.	0.03%	272,238	$2.0M	New
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP	0.03%	19,666	$1.8M	Add +12.6%
BOND PIMCO Active Bond Exchange-T	0.03%	18,030	$1.7M	Reduce -0.3%
OMC Omnicom Group	0.03%	22,658	$1.6M	Add +50.3%
IHI iShares U.S. Medical Devices	0.02%	24,150	$1.5M	Reduce -6.8%
SYY Sysco Corp.	0.02%	17,808	$1.3M	Reduce -13.5%
EMB iShares JP Morgan Usd Emergi	0.02%	14,295	$1.3M	Reduce -5.9%
IEMG iShares Core MSCI Emerging	0.02%	19,513	$1.2M	Add +1.9%
VNQ Vanguard Real Estate ETF	0.02%	12,525	$1.1M	Add +6.6%
VHT Vanguard Health Care ETF	0.02%	4,336	$1.1M	Add +8.8%
XBI SS SPDR S&P Biotech ETF	0.02%	12,310	$1.0M	Add +5.9%
GDX Vaneck Gold Miners ETF	0.02%	19,398	$1.0M	Add +3.1%
PAVE Global X US Infrastructure	0.02%	22,672	$988K	Reduce -22.3%
IBB iShares Biotechnology ETF	0.02%	7,497	$948K	Add +23.7%
GIS General Mills Inc.	0.01%	17,152	$889K	Reduce -14.8%
XLC SS Comm Select Sector SPDR	0.01%	7,824	$849K	Reduce -27.6%
VZ Verizon Communications Inc.	0.01%	16,688	$722K	Reduce -0.8%
VCR Vanguard Consumer Discre ETF	0.01%	1,989	$721K	Reduce -53.0%
DVY iShares Select Dividend ETF	0.01%	5,069	$673K	Reduce -20.7%
MDLZ Mondelez International Inc. Class A	0.01%	9,126	$615K	Reduce -16.5%
TTAN Servicetitan Inc. Class A	0.01%	5,091	$546K	New
KMB Kimberly-Clark Corp.	0.01%	4,206	$542K	Add +0.3%
ITW Illinois Tool Works	0.01%	2,175	$538K	Reduce -13.4%
NFLX Netflix Inc.	0.01%	402	$532K	Add +101.0%
ALGN Align Technology Inc.	0.01%	2,800	$528K	New
SH Proshares Short S&P500	0.01%	12,000	$476K	No change
HCA HCA Healthcare Inc.	0.01%	1,049	$398K	New
B Barrick Mining Corp.	0.01%	18,950	$388K	New
SNOW Snowflake Inc.	0.01%	1,708	$380K	New
MA Mastercard Inc. Class A	0.01%	650	$358K	New
GDXJ Vaneck Junior Gold Miners	0.01%	5,245	$355K	Add +8.0%
FXI iShares China Large-Cap ETF	0.01%	8,918	$328K	New
KLAC KLA Corp.	0.01%	350	$311K	New
ADSK Autodesk Inc.	0.01%	1,000	$305K	New
REM iShares Mortgage Real Estate	0.01%	14,223	$304K	No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.00%	1,030	$298K	Add +56.1%
MRVL Marvell Technology Inc.	0.00%	3,860	$298K	New
VT Vanguard Tot World STK ETF	0.00%	2,195	$282K	No change
TSLA Tesla Inc.	0.00%	781	$253K	Add +8577.8%
HEWJ Isha Curr Hedged MSCI Japan	0.00%	5,625	$252K	No change
EWJ iShares MSCI Japan ETF	0.00%	3,179	$238K	No change
CHTR Charter Communications Inc. Class A	0.00%	550	$221K	New
TGT Target Corp.	0.00%	2,100	$208K	New
QCLN First Trust Nasdaq Clean Edg	0.00%	6,284	$205K	Add +35.6%
FCPI Fidelity Stocks for Infl ETF	0.00%	4,345	$203K	Reduce -14.7%
COP Conocophillips	0.00%	2,200	$198K	New
AAPL Apple Inc.	0.00%	976	$196K	Add +254.9%
SHOP Shopify Inc. Class A	0.00%	1,675	$190K	New
IEO iShares U.S. Oil & Gas Explo	0.00%	2,005	$178K	Add +2.6%
ADBE Adobe Inc.	0.00%	450	$174K	New
IWM iShares Russell 2000 ETF	0.00%	799	$172K	Reduce -11.3%
AMD Advanced Micro Devices	0.00%	1,040	$150K	New
HUM Humana Inc.	0.00%	610	$148K	Reduce -72.3%
ORCL Oracle Corp.	0.00%	680	$143K	New
GOOGL Alphabet Inc. Class A	0.00%	720	$129K	New
ZM Zoom Communications Inc.	0.00%	1,484	$116K	New
PYPL PayPal Holdings Inc.	0.00%	1,460	$108K	New
EAGG iShares ESG Aware US Aggrega	0.00%	2,196	$104K	No change
ESGV Vanguard ESG US Stock ETF	0.00%	938	$103K	No change
COF Capital One Financial Corp.	0.00%	400	$84K	Reduce -42.9%
XSOE Wisdmtree Emerg MKT Ex-St Ow	0.00%	2,351	$81K	No change
VRT Vertiv Holdings Co. Class A	0.00%	595	$76K	New
DOCU Docusign Inc.	0.00%	911	$70K	New
WDAY Workday Inc. Class A	0.00%	290	$69K	New
ZS Zscaler Inc.	0.00%	214	$67K	Reduce -42.3%
XLE SS Energy Select Sector	0.00%	710	$60K	Reduce -56.3%
XLB SS Materials Select Sector	0.00%	593	$52K	No change
OXY Occidental Petroleum Corp.	0.00%	1,200	$51K	New
HEZU iShares Currency Hedged MSCI	0.00%	1,130	$46K	No change
CRWD CrowdStrike Holdings Inc. Class A	0.00%	88	$44K	Reduce -70.4%
FCX Freeport-McMoran Inc.	0.00%	900	$39K	Reduce -77.5%
XLF SS Financial Select Sector	0.00%	720	$38K	No change
AMAT Applied Materials Inc.	0.00%	200	$37K	Reduce -93.3%
USMV iShares MSCI USA Min Vol Fac	0.00%	359	$34K	Reduce -1.4%
EMQQ Emg MKT Internet ETF-USA Inc. filed as EXCHANGE TRADED CONCEPTS TRU	0.00%	789	$33K	Add +617.3%
CHIQ Global X MSCI China Consumer	0.00%	1,547	$33K	Add +673.5%
EBAY eBay Inc.	0.00%	411	$30K	Add +155.3%
MS Morgan Stanley	0.00%	200	$28K	New
LLY Eli Lilly & Co.	0.00%	35	$27K	New
OKTA Okta Inc.	0.00%	227	$22K	Reduce -54.1%
WYNN WYNN Resorts Ltd.	0.00%	161	$15K	New
SPLV Invesco S&P 500 Low Volatili	0.00%	196	$14K	No change
EIDO iShares MSCI Indonesia ETF	0.00%	643	$11K	New
ADI Analog Devices Inc.	0.00%	31	$7K	New
MCD McDonald's Corp.	0.00%	23	$7K	New
EWT iShares MSCI Taiwan ETF	0.00%	114	$7K	New
UBER Uber Technologies Inc.	0.00%	5	$458	New

Options reported separately and not counted above: NVIDIA CORPORATION calls ($5.7M), ARM HOLDINGS PLC calls ($991K), MICRON TECHNOLOGY INC calls ($594K), ZSCALER INC calls ($524K), MICRON TECHNOLOGY INC puts ($398K), ADVANCED MICRO DEVICES INC calls ($306K), MARVELL TECHNOLOGY INC puts ($266K), TESLA INC calls ($249K), TESLA INC puts ($233K), ADVANCED MICRO DEVICES INC puts ($205K), SHOPIFY INC puts ($191K), BROADCOM INC puts ($174K), and 52 more.

Portfolio Sells Q1 2025 → Q2 2025


SPY SS SPDR S&P 500 ETF Trust-US	Reduce -34.5%	11.51%	−6.35
IWF iShares Russell 1000 Growth	Sold out	0.00%	−4.57
UCON First Trust Smith Unconstrai	Sold out	0.00%	−0.10
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	Reduce -0.1%	0.86%	−0.08
BAB Invesco Taxable Municipal Bo	Reduce -8.0%	0.30%	−0.07
SGOV iShares 0-3 Month Treasury B	Reduce -51.2%	0.04%	−0.06
PFF iShares Preferred & Income S	Reduce -0.3%	0.42%	−0.05
SCHD Schwab US DVD Equity ETF	Reduce -20.8%	0.06%	−0.03
VCSH Vanguard S/T Corp. Bond ETF	Reduce -9.8%	0.12%	−0.03
VCLT Vanguard Long-Term Corp. Bond	Reduce -11.0%	0.10%	−0.03
XLP SS Consumer Staples Sel Sect	Reduce -0.6%	0.15%	−0.02
PEP Pepsico Inc.	Reduce -10.8%	0.04%	−0.02
IGV iShares Expanded Tech-Softwa	Reduce -21.3%	0.11%	−0.02
XLU St Sr Utl SL SE SPDR ETF-Usd	Reduce -6.0%	0.11%	−0.02
SKYY First Trust Cloud Computing	Reduce -31.0%	0.04%	−0.02
VCIT Vanguard Int-Term Corporate	Reduce -12.0%	0.06%	−0.02
VCR Vanguard Consumer Discre ETF	Reduce -53.0%	0.01%	−0.01
QCOM Qualcomm Inc.	Reduce -1.1%	0.14%	−0.01
COST Costco Wholesale Corp.	Reduce -0.8%	0.16%	−0.01
HD Home Depot Inc.	Reduce -4.9%	0.07%	−0.01
TSM Taiwan Semiconductor-SP ADR	Sold out	0.00%	−0.01
VOO Vanguard S&P 500 ETF	Reduce -4.0%	0.15%	−0.01
MU Micron Technology Inc.	Sold out	0.00%	−0.01
WCLD Wisdomtree Cloud Computing	Reduce -19.3%	0.03%	−0.01
HUM Humana Inc.	Reduce -72.3%	0.00%	−0.01
GIS General Mills Inc.	Reduce -14.8%	0.01%	−0.01
AMAT Applied Materials Inc.	Reduce -93.3%	0.00%	−0.01
TWLO Twilio Inc. Class A	Sold out	0.00%	−0.01
ARM Arm Holdings PLC-ADR	Sold out	0.00%	−0.01
LRCX Lam Research Corp.	Sold out	0.00%	−0.01
SYY Sysco Corp.	Reduce -13.5%	0.02%	−0.01
WMT Walmart Inc.	Sold out	0.00%	−0.01
SOXX iShares Semiconductor ETF	Reduce -18.1%	0.07%	−0.01
XLC SS Comm Select Sector SPDR	Reduce -27.6%	0.01%	−0.01
T AT&T Inc.	Reduce -2.6%	0.04%	−0.01
GLW Corning Inc.	Sold out	0.00%	−0.01
DVY iShares Select Dividend ETF	Reduce -20.7%	0.01%	−0.00
ABBV Abbvie Inc.	Sold out	0.00%	−0.00
DIS The Walt Disney Co.	Sold out	0.00%	−0.00
PAVE Global X US Infrastructure	Reduce -22.3%	0.02%	−0.00
IHI iShares U.S. Medical Devices	Reduce -6.8%	0.02%	−0.00
EMB iShares JP Morgan Usd Emergi	Reduce -5.9%	0.02%	−0.00
MDLZ Mondelez International Inc. Class A	Reduce -16.5%	0.01%	−0.00
BOND PIMCO Active Bond Exchange-T	Reduce -0.3%	0.03%	−0.00
PLTR Palantir Technologies Inc. Class A	Sold out	0.00%	−0.00
ITW Illinois Tool Works	Reduce -13.4%	0.01%	−0.00
FCX Freeport-McMoran Inc.	Reduce -77.5%	0.00%	−0.00
VZ Verizon Communications Inc.	Reduce -0.8%	0.01%	−0.00
MMM 3M Co.	Sold out	0.00%	−0.00
XLE SS Energy Select Sector	Reduce -56.3%	0.00%	−0.00

Portfolio Buys Q1 2025 → Q2 2025


LQD Ishr Ibx Usd Invgd CB ETF-Ui	Add +492.2%	7.91%	+6.43
XLK SS Technology Select Sector	New	2.27%	+2.27
EWY iShares MSCI South Korea ETF	New	0.80%	+0.80
ANET Arista Networks Inc.	Add +1.9%	0.79%	+0.13
META Meta Platforms Inc. Class A	Add +2.8%	0.87%	+0.13
GE General Electric	Add +30.5%	0.37%	+0.12
GLD SPDR Gold Shares	Add +11.2%	2.38%	+0.11
XYZ Block Inc.	Add +0.0%	1.01%	+0.10
AXP American Express Co.	Add +28.1%	0.39%	+0.10
INTU Intuit Inc.	Add +6.7%	0.55%	+0.10
FSLR First Solar Inc.	Add +11.3%	0.31%	+0.07
AMZN Amazon.com Inc.	Add +5.7%	0.74%	+0.06
GOOG Alphabet Inc. Class C	Add +5.1%	0.74%	+0.04
SDY SS SPDR S&P Dividend ETF	Add +105.3%	0.09%	+0.04
JPM JPMorgan Chase & Co.	Add +1.6%	0.60%	+0.04
BSX Boston Scientific Corp.	Add +14.5%	0.41%	+0.03
KW Kennedy-Wilson Holdings Inc.	New	0.03%	+0.03
SHV iShares 0-1 Year Treasury Bo	Add +27.5%	0.22%	+0.03
VGT Vanguard Info Tech ETF	Add +4.3%	0.18%	+0.02
CSCO Cisco Systems Inc.	Add +37.7%	0.05%	+0.01
BLK BlackRock Inc.	Add +4.8%	0.35%	+0.01
TTAN Servicetitan Inc. Class A	New	0.01%	+0.01
ALGN Align Technology Inc.	New	0.01%	+0.01
DHI D.R. Horton Inc.	Add +13.8%	0.31%	+0.01
INDA iShares MSCI India ETF	Add +11.6%	0.11%	+0.01
HCA HCA Healthcare Inc.	New	0.01%	+0.01
B Barrick Mining Corp.	New	0.01%	+0.01
SNOW Snowflake Inc.	New	0.01%	+0.01
MA Mastercard Inc. Class A	New	0.01%	+0.01
FXI iShares China Large-Cap ETF	New	0.01%	+0.01
NFLX Netflix Inc.	Add +101.0%	0.01%	+0.01
RL Ralph Lauren Corp.	Add +0.2%	0.05%	+0.01
TIP iShares Tips Bond ETF	Add +20.0%	0.09%	+0.01
KLAC KLA Corp.	New	0.01%	+0.01
ADSK Autodesk Inc.	New	0.01%	+0.01
MRVL Marvell Technology Inc.	New	0.00%	+0.00
TSLA Tesla Inc.	Add +8577.8%	0.00%	+0.00
OMC Omnicom Group	Add +50.3%	0.03%	+0.00
CHTR Charter Communications Inc. Class A	New	0.00%	+0.00
TGT Target Corp.	New	0.00%	+0.00
COP Conocophillips	New	0.00%	+0.00
SHOP Shopify Inc. Class A	New	0.00%	+0.00
TXN Texas Instruments Inc.	Add +0.9%	0.08%	+0.00
ADBE Adobe Inc.	New	0.00%	+0.00
AMD Advanced Micro Devices	New	0.00%	+0.00
BNY Bank of New York Mellon Corp.	Add +12.6%	0.03%	+0.00
ORCL Oracle Corp.	New	0.00%	+0.00
GOOGL Alphabet Inc. Class A	New	0.00%	+0.00
AAPL Apple Inc.	Add +254.9%	0.00%	+0.00
IBM Intl Business Machines Corp.	Add +56.1%	0.00%	+0.00

Options Activity Q1 2025 → Q2 2025


NVIDIA CORPORATION	call	Add +102.1%	319,454	$5.7M
ARM HOLDINGS PLC	call	Add +56.4%	35,200	$991K
MICRON TECHNOLOGY INC	call	Add +975.0%	43,000	$594K
ZSCALER INC	call	Reduce -16.8%	7,511	$524K
MICRON TECHNOLOGY INC	put	Add +181.3%	45,000	$398K
ADVANCED MICRO DEVICES INC	call	New	9,400	$306K
MARVELL TECHNOLOGY INC	put	New	25,000	$266K
TESLA INC	call	New	15,227	$249K
TESLA INC	put	New	6,000	$233K
ADVANCED MICRO DEVICES INC	put	New	22,000	$205K
SHOPIFY INC	put	New	20,000	$191K
BROADCOM INC	put	Add +46.7%	11,000	$174K
TAIWAN SEMICONDUCTOR MANUFAC	put	Sold out	10,000	$169Kbefore exit
BROADCOM INC	call	Add +132.0%	5,800	$166K
MARVELL TECHNOLOGY INC	call	New	10,000	$166K
KLA CORP	put	New	2,100	$143K
LAM RESEARCH CORP	put	Add +212.5%	25,000	$135K
ARM HOLDINGS PLC	put	Add +237.5%	13,500	$134K
AMAZON COM INC	call	Reduce -21.1%	14,776	$125K
LAM RESEARCH CORP	call	Add +60.0%	8,000	$121K
INVESCO QQQ TR	put	Add +140.0%	12,000	$120K
ARISTA NETWORKS INC	put	Add +20.0%	18,000	$119K
TEXAS INSTRS INC	put	New	11,000	$117K
UNITEDHEALTH GROUP INC	put	Sold out	7,500	$115Kbefore exit
JPMORGAN CHASE & CO	put	Sold out	7,000	$110Kbefore exit
PALANTIR TECHNOLOGIES INC	put	New	10,000	$104K
CROWDSTRIKE HLDGS INC	put	Sold out	3,000	$101Kbefore exit
FREEPORT MCMORAN INC	put	New	45,000	$94K
CAPITAL ONE FINL CORP	put	Add +100.0%	10,000	$94K
ANALOG DEVICES INC	put	New	9,000	$92K
TEXAS INSTRS INC	call	New	3,900	$90K
ANALOG DEVICES INC	call	New	2,200	$88K
CARNIVAL CORP	put	New	45,000	$87K
FREEPORT MCMORAN INC	call	New	10,600	$79K
CONOCOPHILLIPS	put	New	10,000	$79K
META PLATFORMS INC	call	Add +10.8%	3,070	$75K
ARISTA NETWORKS INC	call	Reduce -16.7%	5,000	$75K
NVIDIA CORPORATION	put	New	10,000	$73K
CARNIVAL CORP	call	New	12,400	$65K
UBER TECHNOLOGIES INC	call	Add +100.0%	7,399	$64K
CORNING INC	put	Sold out	20,000	$61Kbefore exit
MORGAN STANLEY	put	New	8,000	$53K
APPLIED MATLS INC	call	Reduce -62.5%	1,500	$53K
KLA CORP	call	New	300	$51K
ZOOM COMMUNICATIONS INC	call	New	10,549	$49K
PALANTIR TECHNOLOGIES INC	call	New	4,000	$48K
ZSCALER INC	put	New	7,000	$47K
TWILIO INC	put	Sold out	4,000	$47Kbefore exit
MORGAN STANLEY	call	New	2,500	$47K
CROWDSTRIKE HLDGS INC	call	Reduce -48.0%	1,007	$42K

Showing the first 50 of 70.

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