Sumitomo Mitsui Financial Group, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Sumitomo Mitsui Financial Group, Inc. reported 167 stock positions worth $4.9 billion. Its top holding was Ares Management Class A (ARES) at 29.6% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 10.0%) and Jefferies Financial (JEF, 7.8%). Compared with Q4 2025, it opened 23 new positions, sold out of 20, added to 78 and reduced 47. The biggest buy was a new position in Polestar Automotive Class A ADS (PSNY) and the biggest sale an exit from iShares Core S&P 500 ETF (IVV).
- Most Recent 13F
- Q2 2026
- Location
- TOKYO, M0
- CIK
- 0001022837
- Portfolio Value
- $4.9B (Q1 2026)
- SEC Filing
- 0001193125-26-222692 ↗ filed May 14, 2026
Holdings Value
Holdings 167 stocks · $4.9B
| ARES Ares Management Corp. Class A | 29.64% | 13,364,740 | $1.5B | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 9.99% | 755,968 | $491.6M | Add +0.3% |
| JEF Jefferies Financial Group Inc. | 7.76% | 9,247,081 | $381.6M | No change |
| GLD SPDR Gold Shares | 5.16% | 590,062 | $253.9M | Add +7.9% |
| PSNY Polestar Automotive Class A ADS | 3.87% | 10,341,261 | $190.5M | New |
| CME Cme Group Inc. | 2.83% | 471,846 | $139.4M | No change |
| AGG iShares Core U.S. Aggregate | 2.73% | 1,353,980 | $134.4M | Add +0.2% |
| QQQ Invesco QQQ Trust Series 1 | 2.13% | 181,766 | $104.9M | Add +1.8% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 1.85% | 835,038 | $91.0M | Add +2.0% |
| NVDA Nvidia Corp. | 1.66% | 468,510 | $81.7M | Add +2.3% |
| IEF iShares 7-10 Year Treasury B | 1.66% | 855,197 | $81.6M | Add +2.7% |
| AVGO Broadcom Inc. | 1.49% | 236,896 | $73.3M | Add +6.1% |
| GOOG Alphabet Inc. Class C | 1.49% | 254,740 | $73.1M | Add +5.7% |
| SOXX iShares Semiconductor ETF | 1.38% | 206,941 | $68.0M | Add +1557.8% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 1.26% | 776,830 | $61.8M | Add +9.3% |
| ANET Arista Networks Inc. | 1.22% | 490,302 | $60.2M | Add +6.0% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 1.21% | 128,000 | $59.3M | New |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.11% | 1,039,670 | $54.6M | Reduce -1.4% |
| XYZ Block Inc. | 1.11% | 907,930 | $54.6M | Reduce -0.0% |
| SJNK SS SPDR BB St Hi Yield ETF | 1.00% | 1,967,984 | $49.2M | Reduce -22.7% |
| MSFT Microsoft Corp. | 0.96% | 126,985 | $47.0M | Add +17.0% |
| AMZN Amazon.com Inc. | 0.94% | 223,139 | $46.5M | Add +6.3% |
| META Meta Platforms Inc. Class A | 0.93% | 80,274 | $45.9M | Add +6.5% |
| MBB iShares MBS ETF | 0.91% | 471,752 | $44.8M | Add +4.0% |
| JPM JPMorgan Chase & Co. | 0.86% | 143,253 | $42.1M | Add +8.4% |
| PFF iShares Preferred & Income S | 0.80% | 1,299,624 | $39.4M | Add +12.9% |
| GE General Electric filed as GE AEROSPACE | 0.71% | 123,548 | $35.1M | Add +12.3% |
| KW Kennedy-Wilson Holdings Inc. | 0.61% | 2,765,866 | $29.9M | No change |
| AXP American Express Co. | 0.59% | 95,918 | $29.0M | Add +10.4% |
| AMGN Amgen Inc. | 0.59% | 82,046 | $28.9M | Add +5.0% |
| APH Amphenol Corp. Class A | 0.58% | 226,551 | $28.6M | New |
| NEM Newmont Corp. | 0.55% | 252,162 | $27.3M | Add +32.7% |
| GWW WW Grainger Inc. | 0.55% | 24,697 | $26.9M | Add +9.7% |
| FSLR First Solar Inc. | 0.52% | 130,494 | $25.7M | Add +16.4% |
| TLT iShares 20+ Year Treasury BD | 0.52% | 295,620 | $25.6M | Reduce -1.5% |
| DHI D.R. Horton Inc. | 0.52% | 186,525 | $25.6M | Add +10.2% |
| BLK BlackRock Inc. | 0.49% | 25,131 | $24.2M | Add +10.0% |
| INTU Intuit Inc. | 0.49% | 55,562 | $24.0M | Add +25.1% |
| KO The Coca-Cola Co. | 0.48% | 311,294 | $23.7M | Add +8.0% |
| BSX Boston Scientific Corp. | 0.43% | 334,764 | $21.0M | Add +24.0% |
| SHV iShares 0-1 Year Treasury Bo | 0.42% | 185,685 | $20.5M | Add +70.7% |
| VGT Vanguard Info Tech ETF | 0.41% | 28,943 | $20.2M | Add +6.3% |
| BAB Invesco Taxable Municipal Bo | 0.36% | 659,038 | $17.8M | Add +4.2% |
| GOVT iShares US Treasury Bond ETF | 0.31% | 671,704 | $15.4M | Reduce -5.8% |
| IYR iShares US Real Estate ETF | 0.24% | 126,057 | $11.9M | Reduce -0.9% |
| ULTA Ulta Beauty Inc. | 0.22% | 20,651 | $10.8M | Add +14.9% |
| COST Costco Wholesale Corp. | 0.22% | 10,739 | $10.7M | Add +1.3% |
| VOO Vanguard S&P 500 ETF | 0.21% | 17,088 | $10.2M | Reduce -1.2% |
| SHY iShares 1-3 Year Treasury Bo | 0.21% | 122,409 | $10.1M | Reduce -1.4% |
| SGOV iShares 0-3 Month Treasury B | 0.20% | 99,566 | $10.0M | Reduce -21.6% |
| QCOM Qualcomm Inc. | 0.19% | 73,001 | $9.4M | Add +13.4% |
| XLP SS Consumer Staples Sel Sect | 0.19% | 114,554 | $9.4M | Reduce -6.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.19% | 203,980 | $9.4M | Reduce -7.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.18% | 111,871 | $8.9M | Add +11.2% |
| TIP iShares Tips Bond ETF | 0.15% | 67,508 | $7.5M | Add +4.0% |
| VCLT Vanguard Long-Term Corp. Bond | 0.14% | 89,927 | $6.7M | Add +12.7% |
| EEM iShares MSCI Emerging Market | 0.13% | 115,405 | $6.6M | Add +59.5% |
| ALLW State Street Brgwtr All WTHR | 0.13% | 222,888 | $6.4M | Reduce -7.1% |
| INDA iShares MSCI India ETF | 0.12% | 125,855 | $5.9M | Reduce -16.0% |
| CSCO Cisco Systems Inc. | 0.11% | 68,526 | $5.3M | Reduce -1.2% |
| IEI iShares 3-7 Year Treasury Bo | 0.11% | 44,654 | $5.3M | Add +1.9% |
| PFE Pfizer Inc. | 0.10% | 183,447 | $5.2M | Reduce -3.5% |
| VCIT Vanguard Int-Term Corporate | 0.10% | 59,545 | $4.9M | Add +17.6% |
| RL Ralph Lauren Corp. | 0.10% | 13,844 | $4.8M | Add +13.0% |
| CIBR First Trust Nasdaq Cybersecu | 0.08% | 65,967 | $4.1M | Reduce -12.9% |
| TXN Texas Instruments Inc. | 0.08% | 20,799 | $4.0M | Add +5.4% |
| IYE iShares U.S. Energy ETF | 0.08% | 59,629 | $3.9M | Reduce -19.7% |
| PEP Pepsico Inc. | 0.08% | 24,327 | $3.8M | Reduce -2.5% |
| PG The Procter & Gamble Co. | 0.08% | 26,121 | $3.8M | Reduce -7.5% |
| HD Home Depot Inc. | 0.08% | 11,271 | $3.7M | Add +1.4% |
| CELH Celsius Holdings Inc. | 0.07% | 100,000 | $3.5M | No change |
| IGV iShares Expanded Tech-Softwa | 0.07% | 43,902 | $3.5M | Add +1.1% |
| SDY SS SPDR S&P Dividend ETF | 0.07% | 23,595 | $3.4M | Reduce -38.0% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.06% | 26,325 | $3.1M | Add +12.6% |
| BMY Bristol-Myers Squibb Co. | 0.06% | 46,346 | $2.8M | Add +8.3% |
| GDX Vaneck Gold Miners ETF | 0.05% | 28,704 | $2.6M | Add +26.7% |
| REET iShares Global REIT ETF | 0.05% | 101,296 | $2.5M | Reduce -3.4% |
| T AT&T Inc. | 0.05% | 84,771 | $2.5M | Reduce -0.5% |
| SCHD Schwab US DVD Equity ETF | 0.05% | 73,373 | $2.3M | Reduce -33.8% |
| EMB iShares JP Morgan Usd Emergi | 0.04% | 22,928 | $2.2M | Add +42.0% |
| SKYY First Trust Cloud Computing | 0.04% | 18,540 | $2.0M | Add +18.6% |
| OMC Omnicom Group | 0.04% | 25,351 | $1.9M | Add +3.2% |
| IHI iShares U.S. Medical Devices | 0.03% | 29,005 | $1.5M | Add +36.1% |
| VT Vanguard Tot World STK ETF | 0.03% | 10,145 | $1.4M | Add +362.2% |
| VNQ Vanguard Real Estate ETF | 0.03% | 15,007 | $1.3M | Add +6.1% |
| IEMG iShares Core MSCI Emerging | 0.03% | 18,426 | $1.3M | Reduce -6.0% |
| VZ Verizon Communications Inc. | 0.03% | 25,207 | $1.3M | Add +20.1% |
| XBI SS SPDR S&P Biotech ETF | 0.02% | 9,608 | $1.2M | Add +1.9% |
| XLC SS Comm Select Sector SPDR | 0.02% | 9,910 | $1.1M | Add +25.9% |
| VHT Vanguard Health Care ETF | 0.02% | 3,416 | $930K | Add +27.9% |
| WCLD Wisdomtree Cloud Computing | 0.02% | 33,382 | $912K | Add +12.3% |
| VCR Vanguard Consumer Discre ETF | 0.02% | 2,470 | $887K | Add +38.2% |
| IBB iShares Biotechnology ETF | 0.02% | 4,938 | $834K | Add +0.8% |
| KMB Kimberly-Clark Corp. | 0.02% | 7,851 | $757K | Add +37.9% |
| SYY Sysco Corp. | 0.02% | 10,564 | $754K | Reduce -21.5% |
| DVY iShares Select Dividend ETF | 0.01% | 4,827 | $731K | Reduce -15.6% |
| PAVE Global X US Infrastructure | 0.01% | 11,349 | $577K | Reduce -35.5% |
| FXI iShares China Large-Cap ETF | 0.01% | 15,000 | $539K | Add +18.4% |
| UBER Uber Technologies Inc. | 0.01% | 7,100 | $511K | New |
| COIN Coinbase Global Inc. Class A | 0.01% | 2,800 | $489K | New |
Options reported separately and not counted above: QQQ puts ($4.6M), CELH calls ($3.5M), MU puts ($845K), COF puts ($821K), UBER puts ($719K), TXN puts ($679K), ADBE puts ($656K), CRWD puts ($586K), QCOM puts ($580K), COIN puts ($489K), VZ puts ($351K), LULU puts ($322K), and 11 more.
Portfolio Sells Q4 2025 → Q1 2026
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −1.26 |
| XLK SS Technology Select Sector | Sold out | 0.00% | −1.20 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.60 |
| APD Air Products & Chemicals Inc. | Sold out | 0.00% | −0.04 |
| INDA iShares MSCI India ETF | Reduce -16.0% | 0.12% | −0.02 |
| SDY SS SPDR S&P Dividend ETF | Reduce -38.0% | 0.07% | −0.02 |
| SGOV iShares 0-3 Month Treasury B | Reduce -21.6% | 0.20% | −0.02 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -12.9% | 0.08% | −0.01 |
| VRT Vertiv Holdings Co. Class A | Sold out | 0.00% | −0.01 |
| SCHD Schwab US DVD Equity ETF | Reduce -33.8% | 0.05% | −0.01 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.01 |
| CRM Salesforce Inc. | Reduce -68.6% | 0.00% | −0.01 |
| ROKU Roku Inc. | Sold out | 0.00% | −0.01 |
| MU Micron Technology Inc. | Reduce -57.8% | 0.01% | −0.01 |
| ALB Albemarle Corp. | Sold out | 0.00% | −0.00 |
| JNJ Johnson & Johnson | Reduce -80.2% | 0.00% | −0.00 |
| LLY Eli Lilly & Co. | Reduce -96.5% | 0.00% | −0.00 |
| GIS General Mills Inc. | Reduce -23.1% | 0.01% | −0.00 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.00 |
| PAVE Global X US Infrastructure | Reduce -35.5% | 0.01% | −0.00 |
| GS Goldman Sachs Group Inc. | Sold out | 0.00% | −0.00 |
| MS Morgan Stanley | Sold out | 0.00% | −0.00 |
| GLW Corning Inc. | Sold out | 0.00% | −0.00 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -44.8% | 0.00% | −0.00 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.00 |
| SHOP Shopify Inc. Class A | Reduce -72.1% | 0.00% | −0.00 |
| AAPL Apple Inc. | Reduce -24.8% | 0.01% | −0.00 |
| SYY Sysco Corp. | Reduce -21.5% | 0.02% | −0.00 |
| AFL Aflac Inc. | Sold out | 0.00% | −0.00 |
| B Barrick Mining Corp. | Sold out | 0.00% | −0.00 |
| FCPI Fidelity Stocks for Infl ETF | Reduce -70.5% | 0.00% | −0.00 |
| CDNS Cadence Design SYS Inc. | Sold out | 0.00% | −0.00 |
| LRCX Lam Research Corp. | Reduce -52.4% | 0.00% | −0.00 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.00 |
| GDXJ Vaneck Junior Gold Miners | Reduce -25.5% | 0.01% | −0.00 |
| IBM Intl Business Machines Corp. | Reduce -46.4% | 0.00% | −0.00 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.00 |
| FCX Freeport-McMoran Inc. | Sold out | 0.00% | −0.00 |
| CAT Caterpillar Inc. | Reduce -54.5% | 0.00% | −0.00 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -97.2% | 0.00% | −0.00 |
| ZS Zscaler Inc. | Reduce -53.5% | 0.00% | −0.00 |
| EMQQ Emg MKT Internet ETF-USA Inc. | Reduce -6.4% | 0.00% | −0.00 |
| MDLZ Mondelez International Inc. Class A | Reduce -19.9% | 0.01% | −0.00 |
| CHIQ Global X MSCI China Consumer | Reduce -7.1% | 0.00% | 0.00 |
| ARM Arm Holdings PLC-ADR | Reduce -9.8% | 0.00% | +0.00 |
| DVY iShares Select Dividend ETF | Reduce -15.6% | 0.01% | +0.00 |
| IEO iShares U.S. Oil & Gas Explo | Reduce -20.2% | 0.00% | +0.00 |
| IEMG iShares Core MSCI Emerging | Reduce -6.0% | 0.03% | +0.00 |
| PG The Procter & Gamble Co. | Reduce -7.5% | 0.08% | +0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| PSNY Polestar Automotive Class A ADS | New | 3.87% | +3.87 |
| GLD SPDR Gold Shares | Add +7.9% | 5.16% | +1.32 |
| SOXX iShares Semiconductor ETF | Add +1557.8% | 1.38% | +1.32 |
| DIA SS SPDR Dow Jones Indus Avg | New | 1.21% | +1.21 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.3% | 9.99% | +0.84 |
| APH Amphenol Corp. Class A | New | 0.58% | +0.58 |
| AGG iShares Core U.S. Aggregate | Add +0.2% | 2.73% | +0.34 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +2.0% | 1.85% | +0.25 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +9.3% | 1.26% | +0.24 |
| IEF iShares 7-10 Year Treasury B | Add +2.7% | 1.66% | +0.24 |
| NEM Newmont Corp. | Add +32.7% | 0.55% | +0.22 |
| SHV iShares 0-1 Year Treasury Bo | Add +70.7% | 0.42% | +0.20 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.8% | 2.13% | +0.18 |
| PFF iShares Preferred & Income S | Add +12.9% | 0.80% | +0.17 |
| ANET Arista Networks Inc. | Add +6.0% | 1.22% | +0.15 |
| NVDA Nvidia Corp. | Add +2.3% | 1.66% | +0.15 |
| GOOG Alphabet Inc. Class C | Add +5.7% | 1.49% | +0.15 |
| MBB iShares MBS ETF | Add +4.0% | 0.91% | +0.15 |
| GWW WW Grainger Inc. | Add +9.7% | 0.55% | +0.15 |
| AMGN Amgen Inc. | Add +5.0% | 0.59% | +0.13 |
| KO The Coca-Cola Co. | Add +8.0% | 0.48% | +0.12 |
| AVGO Broadcom Inc. | Add +6.1% | 1.49% | +0.12 |
| GE General Electric | Add +12.3% | 0.71% | +0.11 |
| JPM JPMorgan Chase & Co. | Add +8.4% | 0.86% | +0.10 |
| DHI D.R. Horton Inc. | Add +10.2% | 0.52% | +0.09 |
| AMZN Amazon.com Inc. | Add +6.3% | 0.94% | +0.09 |
| EEM iShares MSCI Emerging Market | Add +59.5% | 0.13% | +0.06 |
| BLK BlackRock Inc. | Add +10.0% | 0.49% | +0.06 |
| BAB Invesco Taxable Municipal Bo | Add +4.2% | 0.36% | +0.06 |
| COST Costco Wholesale Corp. | Add +1.3% | 0.22% | +0.06 |
| META Meta Platforms Inc. Class A | Add +6.5% | 0.93% | +0.05 |
| VGT Vanguard Info Tech ETF | Add +6.3% | 0.41% | +0.05 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +11.2% | 0.18% | +0.04 |
| VCLT Vanguard Long-Term Corp. Bond | Add +12.7% | 0.14% | +0.03 |
| ULTA Ulta Beauty Inc. | Add +14.9% | 0.22% | +0.03 |
| MSFT Microsoft Corp. | Add +17.0% | 0.96% | +0.03 |
| TIP iShares Tips Bond ETF | Add +4.0% | 0.15% | +0.03 |
| VCIT Vanguard Int-Term Corporate | Add +17.6% | 0.10% | +0.03 |
| VT Vanguard Tot World STK ETF | Add +362.2% | 0.03% | +0.02 |
| TXN Texas Instruments Inc. | Add +5.4% | 0.08% | +0.02 |
| AXP American Express Co. | Add +10.4% | 0.59% | +0.02 |
| RL Ralph Lauren Corp. | Add +13.0% | 0.10% | +0.02 |
| GDX Vaneck Gold Miners ETF | Add +26.7% | 0.05% | +0.02 |
| BMY Bristol-Myers Squibb Co. | Add +8.3% | 0.06% | +0.02 |
| EMB iShares JP Morgan Usd Emergi | Add +42.0% | 0.04% | +0.02 |
| BNY Bank of New York Mellon Corp. | Add +12.6% | 0.06% | +0.02 |
| IEI iShares 3-7 Year Treasury Bo | Add +1.9% | 0.11% | +0.01 |
| VZ Verizon Communications Inc. | Add +20.1% | 0.03% | +0.01 |
| UBER Uber Technologies Inc. | New | 0.01% | +0.01 |
| COIN Coinbase Global Inc. Class A | New | 0.01% | +0.01 |
Options Activity Q4 2025 → Q1 2026
| QQQ Invesco QQQ Trust Series 1 | put | New | 8,000 | $4.6M |
| CELH Celsius Holdings Inc. | call | New | 100,000 | $3.5M |
| MU Micron Technology Inc. | put | New | 2,500 | $845K |
| COF Capital One Financial Corp. | put | New | 4,500 | $821K |
| UBER Uber Technologies Inc. | put | New | 10,000 | $719K |
| TXN Texas Instruments Inc. | put | New | 3,500 | $679K |
| ADBE Adobe Inc. | put | New | 2,700 | $656K |
| INVESCO QQQ TR | put | Sold out | 30,700 | $596Kbefore exit |
| CRWD CrowdStrike Holdings Inc. Class A | put | New | 1,500 | $586K |
| QCOM Qualcomm Inc. | put | New | 4,500 | $580K |
| CELSIUS HLDGS INC | call | Sold out | 100,000 | $551Kbefore exit |
| COIN Coinbase Global Inc. Class A | put | New | 2,800 | $489K |
| VZ Verizon Communications Inc. | put | New | 7,000 | $351K |
| LULU Lululemon Athletica Inc. | put | New | 2,100 | $322K |
| ADBE Adobe Inc. | call | New | 1,300 | $316K |
| AVGO Broadcom Inc. | call | New | 1,000 | $310K |
| AVGO Broadcom Inc. | put | New | 1,000 | $310K |
| TXN Texas Instruments Inc. | call | New | 1,500 | $291K |
| COF Capital One Financial Corp. | call | New | 1,500 | $274K |
| INVESCO QQQ TR | call | Sold out | 12,500 | $250Kbefore exit |
| GOOG Alphabet Inc. Class C | put | New | 700 | $201K |
| VZ Verizon Communications Inc. | call | New | 4,000 | $201K |
| QCOM Qualcomm Inc. | call | New | 1,500 | $193K |
| UBER Uber Technologies Inc. | call | New | 2,500 | $180K |
| ORCL Oracle Corp. | put | New | 1,000 | $147K |
| ARM Arm Holdings PLC-ADR | put | New | 700 | $106K |
| ADVANCED MICRO DEVICES INC | put | Sold out | 5,000 | $85Kbefore exit |
| ARM HOLDINGS PLC | put | Sold out | 1,800 | $44Kbefore exit |
| FREEPORT MCMORAN INC | put | Sold out | 12,000 | $35Kbefore exit |
| QUALCOMM INC | put | Sold out | 4,000 | $34Kbefore exit |
| MARVELL TECHNOLOGY INC | put | Sold out | 5,500 | $31Kbefore exit |
| ADVANCED MICRO DEVICES INC | call | Sold out | 1,000 | $20Kbefore exit |
| FREEPORT MCMORAN INC | call | Sold out | 7,500 | $19Kbefore exit |
| MARVELL TECHNOLOGY INC | call | Sold out | 2,500 | $18Kbefore exit |
| QUALCOMM INC | call | Sold out | 2,000 | $9Kbefore exit |
| ORACLE CORP | put | Sold out | 1,400 | $5Kbefore exit |
| MICRON TECHNOLOGY INC | put | Sold out | 15,000 | $282before exit |
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 |