Sumitomo Mitsui Financial Group, Inc.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), Sumitomo Mitsui Financial Group, Inc. reported 164 stock positions worth $5.6 billion. Its top holding was Ares Management Class A (ARES) at 38.2% of the portfolio, followed by Jefferies Financial (JEF, 10.1%) and SS SPDR S&P 500 ETF Trust-US (SPY, 9.2%). Compared with Q3 2025, it opened 23 new positions, sold out of 10, added to 71 and reduced 49. The biggest buy was a new position in SS Technology Select Sector (XLK) and the biggest sale Invesco QQQ Trust Series 1 (QQQ, shares −44%).

Most Recent 13F
Q2 2026
Location
TOKYO, M0
CIK
0001022837
Portfolio Value
$5.6B (Q4 2025)
SEC Filing
0001193125-26-047559 ↗ filed Feb 12, 2026

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 Q4 2024 Q1 2025: $5.5B Q1 2025 Q2 2025: $6.1B Q2 2025 Q3 2025: $5.7B Q3 2025 Q4 2025: $5.6B $5.6B Q4 2025 Q1 2026: $4.9B Q1 2026 Q2 2026: $5.2B Q2 2026

Holdings 164 stocks · $5.6B
ARES Ares Management Corp. Class A 38.25% 13,364,740 $2.2B No change
JEF Jefferies Financial Group Inc. 10.15% 9,247,081 $573.0M No change
SPY SS SPDR S&P 500 ETF Trust-US 9.15% 753,512 $517.0M Reduce -15.0%
GLD SPDR Gold Shares 3.84% 546,779 $216.7M Add +6.2%
AGG iShares Core U.S. Aggregate 2.39% 1,351,604 $135.0M Add +2.7%
CME Cme Group Inc. 2.28% 471,846 $128.9M No change
QQQ Invesco QQQ Trust Series 1 1.95% 178,626 $110.4M Reduce -43.5%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 1.60% 818,495 $90.2M Add +5.3%
NVDA Nvidia Corp. 1.51% 457,826 $85.4M Reduce -2.7%
IEF iShares 7-10 Year Treasury B 1.42% 832,849 $80.1M Add +2.2%
AVGO Broadcom Inc. 1.37% 223,344 $77.3M Reduce -0.9%
GOOG Alphabet Inc. Class C 1.34% 241,019 $75.6M Reduce -7.9%
IVV iShares Core S&P 500 ETF 1.26% 103,000 $71.1M Reduce -51.0%
XLK SS Technology Select Sector 1.20% 466,000 $67.8M New
XBI SS SPDR S&P Biotech ETF 1.14% 9,424 $64.4M Reduce -17.4%
ANET Arista Networks Inc. 1.07% 462,612 $60.6M Add +5.3%
XYZ Block Inc. 1.05% 908,216 $59.1M Reduce -0.0%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 1.01% 710,528 $57.3M Add +3.7%
IGSB iShares 1-5Y Inv Grade Corp. 0.99% 1,054,258 $55.7M Add +5.3%
MSFT Microsoft Corp. 0.93% 108,493 $52.5M Add +5.3%
META Meta Platforms Inc. Class A 0.88% 75,356 $49.7M Add +7.1%
AMZN Amazon.com Inc. 0.86% 209,985 $48.5M Add +5.3%
MBB iShares MBS ETF 0.76% 453,542 $43.2M Add +3.0%
JPM JPMorgan Chase & Co. 0.75% 132,155 $42.6M Add +3.8%
PFF iShares Preferred & Income S 0.63% 1,150,603 $35.6M Add +11.8%
GE General Electric filed as GE AEROSPACE 0.60% 110,050 $33.9M Add +13.7%
UNH Unitedhealth Group Inc. 0.60% 102,260 $33.8M Add +8.8%
AXP American Express Co. 0.57% 86,871 $32.1M Add +4.8%
INTU Intuit Inc. 0.52% 44,430 $29.4M Reduce -4.7%
FSLR First Solar Inc. 0.52% 112,125 $29.3M Add +7.0%
KW Kennedy-Wilson Holdings Inc. 0.47% 2,765,866 $26.7M No change
TLT iShares 20+ Year Treasury BD 0.46% 300,063 $26.2M Reduce -7.5%
BSX Boston Scientific Corp. 0.46% 269,875 $25.7M Add +1.5%
AMGN Amgen Inc. 0.45% 78,123 $25.6M Add +3.1%
BLK BlackRock Inc. 0.43% 22,851 $24.5M Add +10.1%
DHI D.R. Horton Inc. 0.43% 169,255 $24.4M Add +5.2%
GWW WW Grainger Inc. 0.40% 22,515 $22.7M Add +0.8%
VGT Vanguard Info Tech ETF 0.36% 27,239 $20.5M Add +8.7%
KO The Coca-Cola Co. 0.36% 288,214 $20.1M Add +5.5%
NEM Newmont Corp. 0.34% 190,004 $19.0M New
BAB Invesco Taxable Municipal Bo 0.30% 632,708 $17.2M Reduce -1.5%
GOVT iShares US Treasury Bond ETF 0.29% 713,067 $16.4M Add +3.1%
SGOV iShares 0-3 Month Treasury B 0.23% 126,933 $12.7M Add +11.9%
SHV iShares 0-1 Year Treasury Bo 0.21% 108,790 $12.0M Add +11.6%
IYR iShares US Real Estate ETF 0.21% 127,151 $11.9M Add +0.7%
QCOM Qualcomm Inc. 0.20% 64,377 $11.0M Add +22.1%
ULTA Ulta Beauty Inc. 0.19% 17,969 $10.9M Reduce -2.1%
VOO Vanguard S&P 500 ETF 0.19% 17,299 $10.8M Add +3.5%
SHY iShares 1-3 Year Treasury Bo 0.18% 124,144 $10.3M Add +7.2%
XLP SS Consumer Staples Sel Sect 0.17% 122,859 $9.5M Reduce -1.9%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.17% 221,439 $9.5M Add +34.5%
COST Costco Wholesale Corp. 0.16% 10,604 $9.1M Add +6.8%
INDA iShares MSCI India ETF 0.14% 149,881 $8.1M Add +8.5%
VCSH Vanguard S/T Corp. Bond ETF 0.14% 100,653 $8.0M Add +11.6%
TIP iShares Tips Bond ETF 0.13% 64,923 $7.1M Add +9.8%
ALLW State Street Brgwtr All WTHR 0.12% 239,835 $6.6M New
VCLT Vanguard Long-Term Corp. Bond 0.11% 79,788 $6.1M Add +4.7%
CIBR First Trust Nasdaq Cybersecu 0.10% 75,779 $5.4M Reduce -12.5%
CSCO Cisco Systems Inc. 0.09% 69,329 $5.3M Add +32.2%
SDY SS SPDR S&P Dividend ETF 0.09% 38,029 $5.3M Reduce -0.3%
IEI iShares 3-7 Year Treasury Bo 0.09% 43,826 $5.2M Add +2.1%
PFE Pfizer Inc. 0.08% 190,203 $4.7M Add +16.7%
IGV iShares Expanded Tech-Softwa 0.08% 43,411 $4.6M Reduce -18.3%
CELH Celsius Holdings Inc. 0.08% 100,000 $4.6M No change
RL Ralph Lauren Corp. 0.08% 12,255 $4.3M Add +4.2%
VCIT Vanguard Int-Term Corporate 0.08% 50,648 $4.2M Add +16.5%
PG The Procter & Gamble Co. 0.07% 28,238 $4.0M Add +4.6%
EEM iShares MSCI Emerging Market 0.07% 72,359 $4.0M Add +55.5%
HD Home Depot Inc. 0.07% 11,112 $3.8M Add +1.4%
SOXX iShares Semiconductor ETF 0.07% 12,483 $3.8M Reduce -15.6%
PEP Pepsico Inc. 0.06% 24,949 $3.6M Add +6.2%
IYE iShares U.S. Energy ETF 0.06% 74,296 $3.5M Reduce -5.3%
TXN Texas Instruments Inc. 0.06% 19,727 $3.4M Reduce -22.7%
SCHD Schwab US DVD Equity ETF 0.05% 110,850 $3.0M Reduce -12.8%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.05% 23,390 $2.7M Add +12.2%
REET iShares Global REIT ETF 0.05% 104,810 $2.6M Add +0.5%
BMY Bristol-Myers Squibb Co. 0.04% 42,782 $2.3M Reduce -3.9%
T AT&T Inc. 0.04% 85,232 $2.1M Add +2.1%
APD Air Products & Chemicals Inc. 0.04% 8,286 $2.0M Reduce -88.4%
SKYY First Trust Cloud Computing 0.04% 15,638 $2.0M Reduce -12.3%
OMC Omnicom Group 0.04% 24,557 $2.0M Add +6.2%
GDX Vaneck Gold Miners ETF 0.03% 22,652 $1.9M Add +16.1%
EMB iShares JP Morgan Usd Emergi 0.03% 16,141 $1.6M Add +6.8%
IHI iShares U.S. Medical Devices 0.02% 21,315 $1.3M Reduce -1.2%
IEMG iShares Core MSCI Emerging 0.02% 19,602 $1.3M Reduce -3.5%
VNQ Vanguard Real Estate ETF 0.02% 14,142 $1.3M Add +4.4%
SJNK SS SPDR BB St Hi Yield ETF 0.02% 2,545,222 $1.1M Add +8.6%
WCLD Wisdomtree Cloud Computing 0.02% 29,728 $1.0M Reduce -40.9%
SYY Sysco Corp. 0.02% 13,454 $991K Reduce -24.0%
XLC SS Comm Select Sector SPDR 0.02% 7,868 $926K Add +18.7%
VZ Verizon Communications Inc. 0.02% 20,988 $854K Add +25.5%
PAVE Global X US Infrastructure 0.01% 17,595 $841K Reduce -15.0%
IBB iShares Biotechnology ETF 0.01% 4,901 $827K Reduce -29.3%
DVY iShares Select Dividend ETF 0.01% 5,717 $807K Reduce -0.6%
GIS General Mills Inc. 0.01% 16,889 $785K Reduce -1.8%
VHT Vanguard Health Care ETF 0.01% 2,670 $769K Reduce -32.1%
VCR Vanguard Consumer Discre ETF 0.01% 1,787 $704K Add +15.4%
MU Micron Technology Inc. 0.01% 2,235 $658K New
AAPL Apple Inc. 0.01% 2,307 $632K Add +350.6%
GDXJ Vaneck Junior Gold Miners 0.01% 5,430 $618K Add +2.1%
KMB Kimberly-Clark Corp. 0.01% 5,695 $575K Add +36.0%
VRT Vertiv Holdings Co. Class A 0.01% 2,960 $490K New
FXI iShares China Large-Cap ETF 0.01% 12,667 $485K Add +0.2%
MDLZ Mondelez International Inc. Class A 0.01% 8,725 $470K Reduce -12.3%
SH Proshares Short S&P500 0.01% 12,000 $432K No change
CRM Salesforce Inc. 0.01% 1,594 $424K Add +393.5%
GOOGL Alphabet Inc. Class A 0.01% 1,245 $390K New
REM iShares Mortgage Real Estate 0.01% 16,831 $373K No change
TSM Taiwan Semiconductor-SP ADR 0.01% 1,230 $370K New
ITW Illinois Tool Works 0.01% 1,373 $338K Reduce -20.8%
JNJ Johnson & Johnson 0.01% 1,543 $320K Add +38.4%
VT Vanguard Tot World STK ETF 0.01% 2,195 $310K No change
ROKU Roku Inc. 0.01% 2,700 $300K New
HEWJ Isha Curr Hedged MSCI Japan 0.01% 5,625 $296K No change
ALB Albemarle Corp. 0.00% 1,810 $262K New
EWJ iShares MSCI Japan ETF 0.00% 3,179 $257K No change
QCLN First Trust Nasdaq Clean Edg 0.00% 5,641 $252K Reduce -3.7%
LLY Eli Lilly & Co. 0.00% 230 $248K Add +248.5%
V Visa Inc. Class A 0.00% 600 $213K New
BOND PIMCO Active Bond Exchange-T 0.00% 2,200 $205K Reduce -87.8%
SHOP Shopify Inc. Class A 0.00% 1,173 $197K New
LRCX Lam Research Corp. 0.00% 1,050 $185K New
MS Morgan Stanley 0.00% 1,000 $180K New
GS Goldman Sachs Group Inc. 0.00% 200 $178K New
IEO iShares U.S. Oil & Gas Explo 0.00% 1,958 $172K Reduce -1.6%
ASML ASML Holding NV-NY Reg SHS 0.00% 160 $171K New
GLW Corning Inc. 0.00% 1,900 $169K New
TSLA Tesla Inc. 0.00% 359 $165K Reduce -60.3%
IWM iShares Russell 2000 ETF 0.00% 634 $156K Reduce -10.2%
PLTR Palantir Technologies Inc. Class A 0.00% 719 $132K Add +45.0%
LULU Lululemon Athletica Inc. 0.00% 600 $128K New
CAT Caterpillar Inc. 0.00% 220 $127K Reduce -0.5%
XSOE Wisdmtree Emerg MKT Ex-St Ow 0.00% 3,058 $119K No change
FCPI Fidelity Stocks for Infl ETF 0.00% 2,387 $118K No change
CRWD CrowdStrike Holdings Inc. Class A 0.00% 246 $117K Reduce -42.8%
XLE SS Energy Select Sector 0.00% 2,600 $116K Add +100.0%
ESGV Vanguard ESG US Stock ETF 0.00% 938 $113K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.00% 364 $111K New
EAGG iShares ESG Aware US Aggrega 0.00% 2,196 $105K No change
B Barrick Mining Corp. 0.00% 2,200 $97K Add +120.0%
NFLX Netflix Inc. 0.00% 1,000 $94K Reduce -82.0%
AFL Aflac Inc. 0.00% 852 $94K Reduce -26.0%
ARM Arm Holdings PLC-ADR 0.00% 751 $83K Add +41.2%
PYLD PIMCO Multisector Bond Actv 0.00% 2,528 $67K New
CDNS Cadence Design SYS Inc. 0.00% 200 $64K New
MRVL Marvell Technology Inc. 0.00% 700 $60K Reduce -30.0%
MA Mastercard Inc. Class A 0.00% 100 $58K Reduce -66.1%
XLB SS Materials Select Sector 0.00% 1,186 $54K No change
FCX Freeport-McMoran Inc. 0.00% 1,000 $51K New
HEZU iShares Currency Hedged MSCI 0.00% 1,130 $49K No change
ZS Zscaler Inc. 0.00% 215 $49K Reduce -93.1%
ZM Zoom Communications Inc. 0.00% 468 $40K Reduce -31.6%
EMQQ Emg MKT Internet ETF-USA Inc. filed as EXCHANGE TRADED CONCEPTS TRU 0.00% 936 $38K Add +2.7%
CHIQ Global X MSCI China Consumer 0.00% 1,682 $36K Add +3.1%
CCL Carnival Corp. 0.00% 1,142 $35K New
USMV iShares MSCI USA Min Vol Fac 0.00% 359 $34K No change
XLF SS Financial Select Sector 0.00% 554 $30K Reduce -0.2%
ADBE Adobe Inc. 0.00% 80 $28K Reduce -90.0%
SPLV Invesco S&P 500 Low Volatili 0.00% 196 $14K No change
EIDO iShares MSCI Indonesia ETF 0.00% 643 $12K No change
WMT Walmart Inc. 0.00% 82 $9K Add +141.2%
EWT iShares MSCI Taiwan ETF 0.00% 114 $7K No change
MCD McDonald's Corp. 0.00% 15 $5K No change
XLI SS Industrial Select Sector 0.00% 3 $465 New

Options reported separately and not counted above: INVESCO QQQ TR puts ($596K), CELSIUS HLDGS INC calls ($551K), INVESCO QQQ TR calls ($250K), ADVANCED MICRO DEVICES INC puts ($85K), ARM HOLDINGS PLC puts ($44K), FREEPORT MCMORAN INC puts ($35K), QUALCOMM INC puts ($34K), MARVELL TECHNOLOGY INC puts ($31K), ADVANCED MICRO DEVICES INC calls ($20K), FREEPORT MCMORAN INC calls ($19K), MARVELL TECHNOLOGY INC calls ($18K), QUALCOMM INC calls ($9K), and 2 more.

Portfolio Sells Q3 2025 → Q4 2025
QQQ Invesco QQQ Trust Series 1 Reduce -43.5% 1.95% −1.38
IVV iShares Core S&P 500 ETF Reduce -51.0% 1.26% −1.21
SPY SS SPDR S&P 500 ETF Trust-US Reduce -15.0% 9.15% −1.20
APD Air Products & Chemicals Inc. Reduce -88.4% 0.04% −0.30
XYZ Block Inc. Reduce -0.0% 1.05% −0.10
TLT iShares 20+ Year Treasury BD Reduce -7.5% 0.46% −0.05
INTU Intuit Inc. Reduce -4.7% 0.52% −0.04
NVDA Nvidia Corp. Reduce -2.7% 1.51% −0.03
IGV iShares Expanded Tech-Softwa Reduce -18.3% 0.08% −0.03
BOND PIMCO Active Bond Exchange-T Reduce -87.8% 0.00% −0.03
TXN Texas Instruments Inc. Reduce -22.7% 0.06% −0.02
CIBR First Trust Nasdaq Cybersecu Reduce -12.5% 0.10% −0.02
ZS Zscaler Inc. Reduce -93.1% 0.00% −0.02
WCLD Wisdomtree Cloud Computing Reduce -40.9% 0.02% −0.01
NFLX Netflix Inc. Reduce -82.0% 0.00% −0.01
SYY Sysco Corp. Reduce -24.0% 0.02% −0.01
SCHD Schwab US DVD Equity ETF Reduce -12.8% 0.05% −0.01
SKYY First Trust Cloud Computing Reduce -12.3% 0.04% −0.01
ADBE Adobe Inc. Reduce -90.0% 0.00% −0.00
VHT Vanguard Health Care ETF Reduce -32.1% 0.01% −0.00
TSLA Tesla Inc. Reduce -60.3% 0.00% −0.00
SOXX iShares Semiconductor ETF Reduce -15.6% 0.07% −0.00
XLP SS Consumer Staples Sel Sect Reduce -1.9% 0.17% −0.00
IBB iShares Biotechnology ETF Reduce -29.3% 0.01% −0.00
IYE iShares U.S. Energy ETF Reduce -5.3% 0.06% −0.00
HCA HCA Healthcare Inc. Sold out 0.00% −0.00
BAB Invesco Taxable Municipal Bo Reduce -1.5% 0.30% −0.00
MDLZ Mondelez International Inc. Class A Reduce -12.3% 0.01% −0.00
PAVE Global X US Infrastructure Reduce -15.0% 0.01% −0.00
SNOW Snowflake Inc. Sold out 0.00% −0.00
ISRG Intuitive Surgical Inc. Sold out 0.00% −0.00
ITW Illinois Tool Works Reduce -20.8% 0.01% −0.00
MA Mastercard Inc. Class A Reduce -66.1% 0.00% −0.00
UBER Uber Technologies Inc. Sold out 0.00% −0.00
CRWD CrowdStrike Holdings Inc. Class A Reduce -42.8% 0.00% −0.00
KLAC KLA Corp. Sold out 0.00% −0.00
GIS General Mills Inc. Reduce -1.8% 0.01% −0.00
OKTA Okta Inc. Sold out 0.00% −0.00
EBAY eBay Inc. Sold out 0.00% −0.00
LMT Lockheed Martin Corp. Sold out 0.00% −0.00
AFL Aflac Inc. Reduce -26.0% 0.00% −0.00
CMG Chipotle Mexican Grill Inc. Sold out 0.00% −0.00
WYNN WYNN Resorts Ltd. Sold out 0.00% −0.00
MRVL Marvell Technology Inc. Reduce -30.0% 0.00% −0.00
ZM Zoom Communications Inc. Reduce -31.6% 0.00% −0.00
IWM iShares Russell 2000 ETF Reduce -10.2% 0.00% −0.00
IEO iShares U.S. Oil & Gas Explo Reduce -1.6% 0.00% −0.00
IEMG iShares Core MSCI Emerging Reduce -3.5% 0.02% −0.00
DVY iShares Select Dividend ETF Reduce -0.6% 0.01% 0.00
SDY SS SPDR S&P Dividend ETF Reduce -0.3% 0.09% 0.00

Portfolio Buys Q3 2025 → Q4 2025
XLK SS Technology Select Sector New 1.20% +1.20
GLD SPDR Gold Shares Add +6.2% 3.84% +0.63
NEM Newmont Corp. New 0.34% +0.34
ALLW State Street Brgwtr All WTHR New 0.12% +0.12
FSLR First Solar Inc. Add +7.0% 0.52% +0.11
AMZN Amazon.com Inc. Add +5.3% 0.86% +0.09
GE General Electric Add +13.7% 0.60% +0.09
AXP American Express Co. Add +4.8% 0.57% +0.09
LQD Ishr Ibx Usd Invgd CB ETF-Ui Add +5.3% 1.60% +0.08
AMGN Amgen Inc. Add +3.1% 0.45% +0.08
AGG iShares Core U.S. Aggregate Add +2.7% 2.39% +0.08
PFF iShares Preferred & Income S Add +11.8% 0.63% +0.06
IGSB iShares 1-5Y Inv Grade Corp. Add +5.3% 0.99% +0.06
JPM JPMorgan Chase & Co. Add +3.8% 0.75% +0.05
XLU St Sr Utl SL SE SPDR ETF-Usd Add +34.5% 0.17% +0.04
QCOM Qualcomm Inc. Add +22.1% 0.20% +0.04
IEF iShares 7-10 Year Treasury B Add +2.2% 1.42% +0.04
KO The Coca-Cola Co. Add +5.5% 0.36% +0.04
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Add +3.7% 1.01% +0.04
VGT Vanguard Info Tech ETF Add +8.7% 0.36% +0.04
CSCO Cisco Systems Inc. Add +32.2% 0.09% +0.03
MBB iShares MBS ETF Add +3.0% 0.76% +0.03
GWW WW Grainger Inc. Add +0.8% 0.40% +0.03
UNH Unitedhealth Group Inc. Add +8.8% 0.60% +0.03
EEM iShares MSCI Emerging Market Add +55.5% 0.07% +0.03
SGOV iShares 0-3 Month Treasury B Add +11.9% 0.23% +0.03
SHV iShares 0-1 Year Treasury Bo Add +11.6% 0.21% +0.02
INDA iShares MSCI India ETF Add +8.5% 0.14% +0.02
VCSH Vanguard S/T Corp. Bond ETF Add +11.6% 0.14% +0.02
SHY iShares 1-3 Year Treasury Bo Add +7.2% 0.18% +0.01
VOO Vanguard S&P 500 ETF Add +3.5% 0.19% +0.01
RL Ralph Lauren Corp. Add +4.2% 0.08% +0.01
MU Micron Technology Inc. New 0.01% +0.01
TIP iShares Tips Bond ETF Add +9.8% 0.13% +0.01
PFE Pfizer Inc. Add +16.7% 0.08% +0.01
VCIT Vanguard Int-Term Corporate Add +16.5% 0.08% +0.01
GOVT iShares US Treasury Bond ETF Add +3.1% 0.29% +0.01
AAPL Apple Inc. Add +350.6% 0.01% +0.01
VRT Vertiv Holdings Co. Class A New 0.01% +0.01
BLK BlackRock Inc. Add +10.1% 0.43% +0.01
GDX Vaneck Gold Miners ETF Add +16.1% 0.03% +0.01
BNY Bank of New York Mellon Corp. Add +12.2% 0.05% +0.01
GOOGL Alphabet Inc. Class A New 0.01% +0.01
TSM Taiwan Semiconductor-SP ADR New 0.01% +0.01
CRM Salesforce Inc. Add +393.5% 0.01% +0.01
PEP Pepsico Inc. Add +6.2% 0.06% +0.01
ROKU Roku Inc. New 0.01% +0.01
ALB Albemarle Corp. New 0.00% +0.00
V Visa Inc. Class A New 0.00% +0.00
LLY Eli Lilly & Co. Add +248.5% 0.00% +0.00

Options Activity Q3 2025 → Q4 2025
MICRON TECHNOLOGY INC call Sold out 29,700 $1.2Mbefore exit
INVESCO QQQ TR put Add +514.0% 30,700 $596K
INVESCO QQQ TR call Add +380.8% 12,500 $250K
ARM HOLDINGS PLC call Sold out 9,000 $156Kbefore exit
ADVANCED MICRO DEVICES INC put Add +233.3% 5,000 $85K
STARBUCKS CORP call Sold out 17,000 $78Kbefore exit
INTUITIVE SURGICAL INC put Sold out 1,000 $55Kbefore exit
NVIDIA CORPORATION put Sold out 14,000 $51Kbefore exit
ARM HOLDINGS PLC put Reduce -80.2% 1,800 $44K
FREEPORT MCMORAN INC put New 12,000 $35K
QUALCOMM INC put New 4,000 $34K
SHOPIFY INC put Sold out 5,000 $32Kbefore exit
MARVELL TECHNOLOGY INC put New 5,500 $31K
ZSCALER INC put Sold out 7,000 $26Kbefore exit
ADVANCED MICRO DEVICES INC call Add +25.0% 1,000 $20K
FREEPORT MCMORAN INC call New 7,500 $19K
MARVELL TECHNOLOGY INC call New 2,500 $18K
CHIPOTLE MEXICAN GRILL INC call Sold out 10,500 $15Kbefore exit
BROADCOM INC put Sold out 1,400 $14Kbefore exit
JPMORGAN CHASE & CO put Sold out 5,500 $13Kbefore exit
QUALCOMM INC call New 2,000 $9K
ORACLE CORP put New 1,400 $5K
ALPHABET INC put Sold out 1,000 $4Kbefore exit
AFLAC INC put Sold out 500 $725before exit
BARRICK MNG CORP put Sold out 3,000 $60before exit

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