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

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 Q4 2025 Q1 2026: $4.9B $4.9B Q1 2026 Q2 2026: $5.2B Q2 2026

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
GDXJ Vaneck Junior Gold Miners 0.01% 4,044 $485K Reduce -25.5%
GIS General Mills Inc. 0.01% 12,987 $483K Reduce -23.1%
SH Proshares Short S&P500 0.01% 12,000 $455K No change
AAPL Apple Inc. 0.01% 1,735 $440K Reduce -24.8%
MDLZ Mondelez International Inc. Class A 0.01% 6,990 $403K Reduce -19.9%
ITW Illinois Tool Works 0.01% 1,389 $362K Add +1.2%
REM iShares Mortgage Real Estate 0.01% 16,831 $361K No change
NFLX Netflix Inc. 0.01% 3,560 $342K Add +256.0%
CRWD CrowdStrike Holdings Inc. Class A 0.01% 840 $328K Add +241.5%
MU Micron Technology Inc. 0.01% 943 $319K Reduce -57.8%
XLE SS Energy Select Sector 0.01% 5,189 $318K Add +99.6%
HEWJ Isha Curr Hedged MSCI Japan 0.01% 5,625 $317K No change
QCLN First Trust Nasdaq Clean Edg 0.01% 5,876 $273K Add +4.2%
EWJ iShares MSCI Japan ETF 0.01% 3,179 $268K No change
MRK Merck & Co. Inc. 0.00% 2,000 $241K New
LULU Lululemon Athletica Inc. 0.00% 1,400 $214K Add +133.3%
ADBE Adobe Inc. 0.00% 850 $207K Add +962.5%
BOND PIMCO Active Bond Exchange-T 0.00% 2,200 $203K No change
LMT Lockheed Martin Corp. 0.00% 330 $199K New
GOOGL Alphabet Inc. Class A 0.00% 687 $198K Reduce -44.8%
IEO iShares U.S. Oil & Gas Explo 0.00% 1,562 $195K Reduce -20.2%
IDV iShares International Select 0.00% 4,141 $176K New
PLTR Palantir Technologies Inc. Class A 0.00% 1,114 $163K Add +54.9%
SPLV Invesco S&P 500 Low Volatili 0.00% 2,168 $159K Add +1006.1%
IWM iShares Russell 2000 ETF 0.00% 634 $157K No change
CHTR Charter Communications Inc. Class A 0.00% 700 $151K New
COF Capital One Financial Corp. 0.00% 700 $128K New
XSOE Wisdmtree Emerg MKT Ex-St Ow 0.00% 3,058 $123K No change
ORCL Oracle Corp. 0.00% 822 $121K New
XOM Exxon Mobil Corp. 0.00% 700 $119K New
LRCX Lam Research Corp. 0.00% 500 $107K Reduce -52.4%
ESGV Vanguard ESG US Stock ETF 0.00% 938 $105K No change
EAGG iShares ESG Aware US Aggrega 0.00% 2,196 $104K No change
AMAT Applied Materials Inc. 0.00% 300 $103K New
ARM Arm Holdings PLC-ADR 0.00% 677 $102K Reduce -9.8%
ZM Zoom Communications Inc. 0.00% 1,268 $102K Add +170.9%
CRM Salesforce Inc. 0.00% 500 $93K Reduce -68.6%
EMLC Vaneck JPM Em Local Curr BND 0.00% 3,016 $76K New
JNJ Johnson & Johnson 0.00% 305 $75K Reduce -80.2%
TGT Target Corp. 0.00% 600 $73K New
CAT Caterpillar Inc. 0.00% 100 $71K Reduce -54.5%
ALGN Align Technology Inc. 0.00% 400 $69K New
PYLD PIMCO Multisector Bond Actv 0.00% 2,528 $66K No change
TMUS T-Mobile US Inc. 0.00% 300 $63K New
WMT Walmart Inc. 0.00% 500 $62K Add +509.8%
GM General Motors Co. 0.00% 800 $60K New
XLB SS Materials Select Sector 0.00% 1,186 $59K No change
UPS United Parcel Service Class B 0.00% 600 $59K New
HEZU iShares Currency Hedged MSCI 0.00% 1,130 $49K No change
UNP Union Pacific Corp. 0.00% 200 $49K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.00% 195 $47K Reduce -46.4%
XLF SS Financial Select Sector 0.00% 817 $40K Add +47.5%
BA The Boeing Co. 0.00% 200 $40K New
SHOP Shopify Inc. Class A 0.00% 327 $39K Reduce -72.1%
FCPI Fidelity Stocks for Infl ETF 0.00% 705 $34K Reduce -70.5%
CCL Carnival Corp. 0.00% 1,226 $32K Add +7.4%
CHIQ Global X MSCI China Consumer 0.00% 1,562 $31K Reduce -7.1%
EMQQ Emg MKT Internet ETF-USA Inc. filed as EXCHANGE TRADED CONCEPTS TRU 0.00% 876 $29K Reduce -6.4%
EIDO iShares MSCI Indonesia ETF 0.00% 905 $14K Add +40.8%
ZS Zscaler Inc. 0.00% 100 $14K Reduce -53.5%
XLI SS Industrial Select Sector 0.00% 72 $12K Add +2300.0%
EWT iShares MSCI Taiwan ETF 0.00% 114 $8K No change
LLY Eli Lilly & Co. 0.00% 8 $7K Reduce -96.5%
MCD McDonald's Corp. 0.00% 15 $5K No change
THD iShares MSCI Thailand ETF 0.00% 64 $4K New
EWZ iShares MSCI Brazil ETF 0.00% 115 $4K New
USMV iShares MSCI USA Min Vol Fac 0.00% 10 $927 Reduce -97.2%

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

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