Sumitomo Mitsui Financial Group, Inc.

Name: SUMITOMO MITSUI FINANCIAL GROUP, INC. 13F holdings, Q2 2026
Creator: SUMITOMO MITSUI FINANCIAL GROUP, INC.
Published: 2026-08-13

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

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Sumitomo Mitsui Financial Group, Inc. reported 175 stock positions worth $5.2 billion. Its top holding was Ares Management Class A (ARES) at 28.4% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 10.9%) and Jefferies Financial (JEF, 6.1%). Compared with Q1 2026, it opened 33 new positions, sold out of 25, added to 65 and reduced 61. The biggest buy was Invesco QQQ Trust Series 1 (QQQ, shares +108%) and the biggest sale Jefferies Financial (JEF, shares −30%).

Most Recent 13F: Q2 2026
Location: TOKYO, M0
CIK: 0001022837
Portfolio Value: $5.2B (Q2 2026)
SEC Filing: 0001193125-26-347838 ↗ filed Aug 13, 2026

Holdings Value

Holdings 175 stocks · $5.2B


ARES Ares Management Corp. Class A	28.39%	13,364,740	$1.5B	No change
SPY SS SPDR S&P 500 ETF Trust-US	10.93%	767,224	$572.9M	Add +1.5%
JEF Jefferies Financial Group Inc.	6.13%	6,429,337	$321.3M	Reduce -30.5%
QQQ Invesco QQQ Trust Series 1	5.32%	378,706	$278.9M	Add +108.3%
GLD SPDR Gold Shares	4.34%	617,825	$227.6M	Add +4.7%
PSNY Polestar Automotive Class A ADS	3.71%	10,341,261	$194.2M	No change
AGG iShares Core U.S. Aggregate	2.52%	1,336,039	$132.2M	Reduce -1.3%
XLB SS Materials Select Sector	2.37%	2,441,186	$124.1M	Add +205733.6%
CME Cme Group Inc.	1.99%	471,846	$104.2M	No change
NVDA Nvidia Corp.	1.82%	475,444	$95.1M	Add +1.5%
LQD Ishr Ibx Usd Invgd CB ETF-Ui	1.79%	859,205	$93.7M	Add +2.9%
GOOG Alphabet Inc. Class C	1.73%	256,147	$90.5M	Add +0.6%
AVGO Broadcom Inc.	1.71%	237,514	$89.7M	Add +0.3%
ANET Arista Networks Inc.	1.59%	490,822	$83.4M	Add +0.1%
IEF iShares 7-10 Year Treasury B	1.58%	877,332	$83.0M	Add +2.6%
XYZ Block Inc.	1.32%	909,320	$69.1M	Add +0.1%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	1.19%	780,473	$62.4M	Add +0.5%
IGSB iShares 1-5Y Inv Grade Corp.	1.04%	1,039,573	$54.5M	Reduce -0.0%
AMZN Amazon.com Inc.	1.03%	227,087	$54.1M	Add +1.8%
SJNK SS SPDR BB St Hi Yield ETF	0.98%	2,061,130	$51.6M	Add +4.7%
GE General Electric filed as GE AEROSPACE	0.91%	127,866	$47.8M	Add +3.5%
JPM JPMorgan Chase & Co.	0.91%	145,973	$47.8M	Add +1.9%
MSFT Microsoft Corp.	0.90%	125,950	$47.0M	Reduce -0.8%
META Meta Platforms Inc. Class A	0.89%	82,420	$46.4M	Add +2.7%
APH Amphenol Corp. Class A	0.87%	259,128	$45.7M	Add +14.4%
MBB iShares MBS ETF	0.85%	470,874	$44.5M	Reduce -0.2%
PFF iShares Preferred & Income S	0.76%	1,309,459	$39.9M	Add +0.8%
GWW WW Grainger Inc.	0.63%	24,381	$33.2M	Reduce -1.3%
AXP American Express Co.	0.62%	96,529	$32.7M	Add +0.6%
VGT Vanguard Info Tech ETF	0.59%	256,515	$30.7M	Add +10.8%
DHI D.R. Horton Inc.	0.58%	186,534	$30.4M	Add +0.0%
FSLR First Solar Inc.	0.58%	128,656	$30.4M	Reduce -1.4%
AMGN Amgen Inc.	0.58%	83,520	$30.2M	Add +1.8%
KO The Coca-Cola Co.	0.49%	312,741	$25.4M	Add +0.5%
TLT iShares 20+ Year Treasury BD	0.48%	292,387	$25.3M	Reduce -1.1%
NEM Newmont Corp.	0.47%	265,950	$24.8M	Add +5.5%
BLK BlackRock Inc.	0.46%	25,223	$24.3M	Add +0.4%
SOXX iShares Semiconductor ETF	0.43%	35,285	$22.6M	Reduce -83.0%
BSX Boston Scientific Corp.	0.34%	412,532	$17.6M	Add +23.2%
BAB Invesco Taxable Municipal Bo	0.33%	637,933	$17.1M	Reduce -3.2%
SHV iShares 0-1 Year Treasury Bo	0.31%	148,967	$16.4M	Reduce -19.8%
INTU Intuit Inc.	0.30%	61,068	$15.9M	Add +9.9%
GOVT iShares US Treasury Bond ETF	0.29%	678,839	$15.5M	Add +1.1%
QCOM Qualcomm Inc.	0.27%	76,418	$14.1M	Add +4.7%
IYR iShares US Real Estate ETF	0.23%	118,215	$12.1M	Reduce -6.2%
VOO Vanguard S&P 500 ETF	0.22%	16,547	$11.4M	Reduce -3.2%
SHY iShares 1-3 Year Treasury Bo	0.21%	137,118	$11.3M	Add +12.0%
COST Costco Wholesale Corp.	0.19%	10,478	$9.8M	Reduce -2.4%
XLP SS Consumer Staples Sel Sect	0.18%	115,545	$9.6M	Add +0.9%
ULTA Ulta Beauty Inc.	0.18%	21,048	$9.5M	Add +1.9%
CSCO Cisco Systems Inc.	0.16%	72,272	$8.5M	Add +5.5%
VCSH Vanguard S/T Corp. Bond ETF	0.16%	105,496	$8.3M	Reduce -5.7%
TIP iShares Tips Bond ETF	0.15%	71,821	$7.9M	Add +6.4%
EEM iShares MSCI Emerging Market	0.15%	111,721	$7.6M	Reduce -3.2%
XLU St Sr Utl SL SE SPDR ETF-Usd	0.15%	167,758	$7.6M	Reduce -17.8%
SGOV iShares 0-3 Month Treasury B	0.13%	68,168	$6.9M	Reduce -31.5%
TXN Texas Instruments Inc.	0.13%	22,589	$6.7M	Add +8.6%
VCLT Vanguard Long-Term Corp. Bond	0.12%	84,549	$6.4M	Reduce -6.0%
INDA iShares MSCI India ETF	0.12%	128,918	$6.4M	Add +2.4%
RL Ralph Lauren Corp.	0.12%	15,695	$6.3M	Add +13.4%
CIBR First Trust Nasdaq Cybersecu	0.11%	65,414	$5.9M	Reduce -0.8%
ALLW State Street Brgwtr All WTHR	0.11%	194,734	$5.7M	Reduce -12.6%
IEI iShares 3-7 Year Treasury Bo	0.10%	44,164	$5.2M	Reduce -1.1%
VCIT Vanguard Int-Term Corporate	0.09%	56,094	$4.6M	Reduce -5.8%
PFE Pfizer Inc.	0.08%	173,691	$4.2M	Reduce -5.3%
BNY Bank of New York Mellon Corp.	0.08%	28,820	$4.2M	Add +9.5%
HD Home Depot Inc.	0.07%	11,011	$3.9M	Reduce -2.3%
IGV iShares Expanded Tech-Softwa	0.07%	41,563	$3.8M	Reduce -5.3%
SDY SS SPDR S&P Dividend ETF	0.07%	23,468	$3.6M	Reduce -0.5%
PEP Pepsico Inc.	0.07%	25,819	$3.5M	Add +6.1%
PG The Procter & Gamble Co.	0.07%	23,579	$3.5M	Reduce -9.7%
SCHD Schwab US DVD Equity ETF	0.06%	101,369	$3.2M	Add +38.2%
IYE iShares U.S. Energy ETF	0.06%	56,691	$3.2M	Reduce -4.9%
CELH Celsius Holdings Inc.	0.06%	100,000	$2.9M	No change
REET iShares Global REIT ETF	0.05%	100,164	$2.8M	Reduce -1.1%
BMY Bristol-Myers Squibb Co.	0.05%	44,119	$2.5M	Reduce -4.8%
SKYY First Trust Cloud Computing	0.05%	18,797	$2.5M	Add +1.4%
EMB iShares JP Morgan Usd Emergi	0.05%	25,113	$2.4M	Add +9.5%
GDX Vaneck Gold Miners ETF	0.04%	29,935	$2.3M	Add +4.3%
IHI iShares U.S. Medical Devices	0.03%	35,868	$1.8M	Add +23.7%
OMC Omnicom Group	0.03%	23,795	$1.7M	Reduce -6.1%
VT Vanguard Tot World STK ETF	0.03%	10,495	$1.6M	Add +3.5%
T AT&T Inc.	0.03%	77,817	$1.6M	Reduce -8.2%
MRVL Marvell Technology Inc.	0.03%	5,217	$1.6M	New
VNQ Vanguard Real Estate ETF	0.03%	15,803	$1.5M	Add +5.3%
IEMG iShares Core MSCI Emerging	0.03%	18,244	$1.5M	Reduce -1.0%
XBI SS SPDR S&P Biotech ETF	0.03%	8,359	$1.3M	Reduce -13.0%
BOTZ Global X Robotics & Artifici	0.02%	31,448	$1.2M	New
ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU	0.02%	13,689	$1.2M	New
VHT Vanguard Health Care ETF	0.02%	3,806	$1.1M	Add +11.4%
VCR Vanguard Consumer Discre ETF	0.02%	2,619	$1.0M	Add +6.0%
VZ Verizon Communications Inc.	0.02%	24,230	$1.0M	Reduce -3.9%
XLC SS Comm Select Sector SPDR	0.02%	9,563	$1.0M	Reduce -3.5%
SYY Sysco Corp.	0.02%	10,536	$881K	Reduce -0.3%
WCLD Wisdomtree Cloud Computing	0.02%	27,378	$878K	Reduce -18.0%
IBB iShares Biotechnology ETF	0.02%	4,601	$875K	Reduce -6.8%
KMB Kimberly-Clark Corp.	0.01%	6,795	$746K	Reduce -13.4%
DVY iShares Select Dividend ETF	0.01%	4,701	$735K	Reduce -2.6%
LRCX Lam Research Corp.	0.01%	1,518	$658K	Add +203.6%
NFLX Netflix Inc.	0.01%	9,079	$648K	Add +155.0%
XLE SS Energy Select Sector	0.01%	12,172	$646K	Add +134.6%
PAVE Global X US Infrastructure	0.01%	10,577	$623K	Reduce -6.8%
SNDK Sandisk Corp.	0.01%	254	$578K	New
SNOW Snowflake Inc.	0.01%	2,100	$534K	New
PANW Palo Alto Networks Inc.	0.01%	1,442	$492K	New
NOW ServiceNow Inc.	0.01%	4,650	$462K	New
REM iShares Mortgage Real Estate	0.01%	20,442	$451K	Add +21.4%
CRWD CrowdStrike Holdings Inc. Class A	0.01%	589	$449K	Reduce -29.9%
FXI iShares China Large-Cap ETF	0.01%	13,511	$427K	Reduce -9.9%
MDLZ Mondelez International Inc. Class A	0.01%	7,284	$421K	Add +4.2%
OKTA Okta Inc.	0.01%	3,000	$409K	New
GDXJ Vaneck Junior Gold Miners	0.01%	4,034	$396K	Reduce -0.3%
SH Proshares Short S&P500	0.01%	12,000	$396K	No change
GIS General Mills Inc.	0.01%	10,551	$367K	Reduce -18.8%
HEWJ Isha Curr Hedged MSCI Japan	0.01%	5,625	$363K	No change
CRM Salesforce Inc.	0.01%	2,255	$353K	Add +351.0%
ITW Illinois Tool Works	0.01%	1,256	$340K	Reduce -9.6%
EWJ iShares MSCI Japan ETF	0.01%	3,179	$297K	No change
MRK Merck & Co. Inc.	0.01%	2,300	$296K	Add +15.0%
TSM Taiwan Semiconductor-SP ADR	0.00%	530	$253K	New
IEO iShares U.S. Oil & Gas Explo	0.00%	2,069	$227K	Add +32.5%
QCLN First Trust Nasdaq Clean Edg	0.00%	3,616	$222K	Reduce -38.5%
CDNS Cadence Design SYS Inc.	0.00%	570	$214K	New
COHR Coherent Corp.	0.00%	530	$209K	New
DELL Dell Technologies -C	0.00%	480	$207K	New
BOND PIMCO Active Bond Exchange-T	0.00%	2,100	$194K	Reduce -4.5%
IWM iShares Russell 2000 ETF	0.00%	562	$169K	Reduce -11.4%
SPLV Invesco S&P 500 Low Volatili	0.00%	2,168	$162K	No change
EMLC Vaneck JPM Em Local Curr BND	0.00%	6,080	$155K	Add +101.6%
SMCI Super Micro Computer Inc.	0.00%	5,150	$151K	New
XSOE Wisdmtree Emerg MKT Ex-St Ow	0.00%	3,058	$150K	No change
LITE Lumentum Holdings Inc.	0.00%	150	$129K	New
ESGV Vanguard ESG US Stock ETF	0.00%	938	$124K	No change
AAPL Apple Inc.	0.00%	409	$118K	Reduce -76.4%
XLI SS Industrial Select Sector	0.00%	620	$115K	Add +761.1%
IDV iShares International Select	0.00%	2,759	$114K	Reduce -33.4%
GOOGL Alphabet Inc. Class A	0.00%	306	$109K	Reduce -55.5%
EAGG iShares ESG Aware US Aggrega	0.00%	2,196	$104K	No change
SHOP Shopify Inc. Class A	0.00%	900	$103K	Add +175.2%
GLW Corning Inc.	0.00%	350	$89K	New
DAL Delta Air Lines Inc.	0.00%	900	$84K	New
EIDO iShares MSCI Indonesia ETF	0.00%	6,762	$76K	Add +647.2%
AFL Aflac Inc.	0.00%	652	$76K	New
PYLD PIMCO Multisector Bond Actv	0.00%	2,528	$67K	No change
V Visa Inc. Class A	0.00%	194	$67K	New
PLTR Palantir Technologies Inc. Class A	0.00%	559	$65K	Reduce -49.8%
MS Morgan Stanley	0.00%	300	$63K	New
BAC Bank of America Corp.	0.00%	1,100	$63K	New
UNH Unitedhealth Group Inc.	0.00%	150	$62K	New
CVS CVS Health Corp.	0.00%	600	$62K	New
NEE Nextera Energy Inc.	0.00%	700	$61K	New
GS Goldman Sachs Group Inc.	0.00%	60	$61K	New
HUM Humana Inc.	0.00%	150	$60K	New
HEZU iShares Currency Hedged MSCI	0.00%	1,130	$57K	No change
TSLA Tesla Inc.	0.00%	120	$50K	New
INTC Intel Corp.	0.00%	350	$49K	New
XLF SS Financial Select Sector	0.00%	817	$44K	No change
EMQQ Emg MKT Internet ETF-USA Inc. filed as EXCHANGE TRADED CONCEPTS TRU	0.00%	1,323	$41K	Add +51.0%
HOOD Robinhood Markets Inc. Class A	0.00%	400	$40K	New
FCPI Fidelity Stocks for Infl ETF	0.00%	705	$38K	No change
GEV GE Vernova Inc.	0.00%	30	$35K	New
TWLO Twilio Inc. Class A	0.00%	150	$31K	New
THD iShares MSCI Thailand ETF	0.00%	421	$30K	Add +557.8%
ZM Zoom Communications Inc.	0.00%	349	$30K	Reduce -72.5%
EWZ iShares MSCI Brazil ETF	0.00%	841	$29K	Add +631.3%
EWT iShares MSCI Taiwan ETF	0.00%	259	$28K	Add +127.2%
CHIQ Global X MSCI China Consumer	0.00%	1,492	$24K	Reduce -4.5%
SHLD Global X Defense Tech ETF	0.00%	291	$17K	New
EWM iShares MSCI Malaysia ETF	0.00%	554	$15K	New
VRT Vertiv Holdings Co. Class A	0.00%	28	$9K	New
BA The Boeing Co.	0.00%	35	$8K	Reduce -82.5%
MCD McDonald's Corp.	0.00%	15	$4K	No change
ORCL Oracle Corp.	0.00%	15	$2K	Reduce -98.2%
LLY Eli Lilly & Co.	0.00%	1	$1K	Reduce -87.5%
UBER Uber Technologies Inc.	0.00%	4	$289	Reduce -99.9%

Options reported separately and not counted above: QQQ puts ($7.4M), QQQ calls ($4.1M), CELH calls ($2.9M), META puts ($2.3M), MU calls ($1.2M), GE puts ($785K), IBM puts ($703K), SNOW puts ($662K), DE puts ($634K), TXN puts ($596K), ANET puts ($595K), SMCI calls ($587K), and 27 more.

Portfolio Sells Q1 2026 → Q2 2026


JEF Jefferies Financial Group Inc.	Reduce -30.5%	6.13%	−1.62
DIA SS SPDR Dow Jones Indus Avg	Sold out	0.00%	−1.21
SOXX iShares Semiconductor ETF	Reduce -83.0%	0.43%	−0.95
KW Kennedy-Wilson Holdings Inc.	Sold out	0.00%	−0.61
AGG iShares Core U.S. Aggregate	Reduce -1.3%	2.52%	−0.21
SHV iShares 0-1 Year Treasury Bo	Reduce -19.8%	0.31%	−0.10
SGOV iShares 0-3 Month Treasury B	Reduce -31.5%	0.13%	−0.07
IGSB iShares 1-5Y Inv Grade Corp.	Reduce -0.0%	1.04%	−0.07
MBB iShares MBS ETF	Reduce -0.2%	0.85%	−0.06
MSFT Microsoft Corp.	Reduce -0.8%	0.90%	−0.06
XLU St Sr Utl SL SE SPDR ETF-Usd	Reduce -17.8%	0.15%	−0.05
TLT iShares 20+ Year Treasury BD	Reduce -1.1%	0.48%	−0.04
BAB Invesco Taxable Municipal Bo	Reduce -3.2%	0.33%	−0.03
COST Costco Wholesale Corp.	Reduce -2.4%	0.19%	−0.03
PFE Pfizer Inc.	Reduce -5.3%	0.08%	−0.02
ALLW State Street Brgwtr All WTHR	Reduce -12.6%	0.11%	−0.02
VCSH Vanguard S/T Corp. Bond ETF	Reduce -5.7%	0.16%	−0.02
T AT&T Inc.	Reduce -8.2%	0.03%	−0.02
IYE iShares U.S. Energy ETF	Reduce -4.9%	0.06%	−0.02
VCLT Vanguard Long-Term Corp. Bond	Reduce -6.0%	0.12%	−0.02
VCIT Vanguard Int-Term Corporate	Reduce -5.8%	0.09%	−0.01
IYR iShares US Real Estate ETF	Reduce -6.2%	0.23%	−0.01
PG The Procter & Gamble Co.	Reduce -9.7%	0.07%	−0.01
UBER Uber Technologies Inc.	Reduce -99.9%	0.00%	−0.01
COIN Coinbase Global Inc. Class A	Sold out	0.00%	−0.01
BMY Bristol-Myers Squibb Co.	Reduce -4.8%	0.05%	−0.01
IEI iShares 3-7 Year Treasury Bo	Reduce -1.1%	0.10%	−0.01
AAPL Apple Inc.	Reduce -76.4%	0.00%	−0.01
MU Micron Technology Inc.	Sold out	0.00%	−0.01
VZ Verizon Communications Inc.	Reduce -3.9%	0.02%	−0.01
OMC Omnicom Group	Reduce -6.1%	0.03%	−0.01
LULU Lululemon Athletica Inc.	Sold out	0.00%	−0.00
ADBE Adobe Inc.	Sold out	0.00%	−0.00
LMT Lockheed Martin Corp.	Sold out	0.00%	−0.00
CHTR Charter Communications Inc. Class A	Sold out	0.00%	−0.00
GIS General Mills Inc.	Reduce -18.8%	0.01%	−0.00
FXI iShares China Large-Cap ETF	Reduce -9.9%	0.01%	−0.00
XLC SS Comm Select Sector SPDR	Reduce -3.5%	0.02%	−0.00
COF Capital One Financial Corp.	Sold out	0.00%	−0.00
XOM Exxon Mobil Corp.	Sold out	0.00%	−0.00
ORCL Oracle Corp.	Reduce -98.2%	0.00%	−0.00
GDXJ Vaneck Junior Gold Miners	Reduce -0.3%	0.01%	−0.00
AMAT Applied Materials Inc.	Sold out	0.00%	−0.00
ARM Arm Holdings PLC-ADR	Sold out	0.00%	−0.00
PLTR Palantir Technologies Inc. Class A	Reduce -49.8%	0.00%	−0.00
GOOGL Alphabet Inc. Class A	Reduce -55.5%	0.00%	−0.00
SDY SS SPDR S&P Dividend ETF	Reduce -0.5%	0.07%	−0.00
WCLD Wisdomtree Cloud Computing	Reduce -18.0%	0.02%	−0.00
JNJ Johnson & Johnson	Sold out	0.00%	−0.00
TGT Target Corp.	Sold out	0.00%	−0.00

Portfolio Buys Q1 2026 → Q2 2026


QQQ Invesco QQQ Trust Series 1	Add +108.3%	5.32%	+3.19
XLB SS Materials Select Sector	Add +205733.6%	2.37%	+2.37
SPY SS SPDR S&P 500 ETF Trust-US	Add +1.5%	10.93%	+0.94
ANET Arista Networks Inc.	Add +0.1%	1.59%	+0.37
APH Amphenol Corp. Class A	Add +14.4%	0.87%	+0.29
GOOG Alphabet Inc. Class C	Add +0.6%	1.73%	+0.24
AVGO Broadcom Inc.	Add +0.3%	1.71%	+0.22
XYZ Block Inc.	Add +0.1%	1.32%	+0.21
GE General Electric	Add +3.5%	0.91%	+0.20
VGT Vanguard Info Tech ETF	Add +10.8%	0.59%	+0.17
NVDA Nvidia Corp.	Add +1.5%	1.82%	+0.15
AMZN Amazon.com Inc.	Add +1.8%	1.03%	+0.09
QCOM Qualcomm Inc.	Add +4.7%	0.27%	+0.08
DHI D.R. Horton Inc.	Add +0.0%	0.58%	+0.06
JPM JPMorgan Chase & Co.	Add +1.9%	0.91%	+0.06
CSCO Cisco Systems Inc.	Add +5.5%	0.16%	+0.05
TXN Texas Instruments Inc.	Add +8.6%	0.13%	+0.05
AXP American Express Co.	Add +0.6%	0.62%	+0.03
MRVL Marvell Technology Inc.	New	0.03%	+0.03
RL Ralph Lauren Corp.	Add +13.4%	0.12%	+0.02
BOTZ Global X Robotics & Artifici	New	0.02%	+0.02
ROBO Robo Global Robotics and Aut	New	0.02%	+0.02
BNY Bank of New York Mellon Corp.	Add +9.5%	0.08%	+0.02
SCHD Schwab US DVD Equity ETF	Add +38.2%	0.06%	+0.02
SNDK Sandisk Corp.	New	0.01%	+0.01
LRCX Lam Research Corp.	Add +203.6%	0.01%	+0.01
SNOW Snowflake Inc.	New	0.01%	+0.01
SHY iShares 1-3 Year Treasury Bo	Add +12.0%	0.21%	+0.01
PANW Palo Alto Networks Inc.	New	0.01%	+0.01
NOW ServiceNow Inc.	New	0.01%	+0.01
OKTA Okta Inc.	New	0.01%	+0.01
SKYY First Trust Cloud Computing	Add +1.4%	0.05%	+0.01
XLE SS Energy Select Sector	Add +134.6%	0.01%	+0.01
NFLX Netflix Inc.	Add +155.0%	0.01%	+0.01
CRM Salesforce Inc.	Add +351.0%	0.01%	+0.00
TSM Taiwan Semiconductor-SP ADR	New	0.00%	+0.00
CDNS Cadence Design SYS Inc.	New	0.00%	+0.00
COHR Coherent Corp.	New	0.00%	+0.00
DELL Dell Technologies -C	New	0.00%	+0.00
KO The Coca-Cola Co.	Add +0.5%	0.49%	+0.00
SMCI Super Micro Computer Inc.	New	0.00%	+0.00
VT Vanguard Tot World STK ETF	Add +3.5%	0.03%	+0.00
VHT Vanguard Health Care ETF	Add +11.4%	0.02%	+0.00
LITE Lumentum Holdings Inc.	New	0.00%	+0.00
EMB iShares JP Morgan Usd Emergi	Add +9.5%	0.05%	+0.00
IHI iShares U.S. Medical Devices	Add +23.7%	0.03%	+0.00
INDA iShares MSCI India ETF	Add +2.4%	0.12%	+0.00
XLI SS Industrial Select Sector	Add +761.1%	0.00%	+0.00
VNQ Vanguard Real Estate ETF	Add +5.3%	0.03%	+0.00
VCR Vanguard Consumer Discre ETF	Add +6.0%	0.02%	+0.00

Options Activity Q1 2026 → Q2 2026


QQQ Invesco QQQ Trust Series 1	put	Add +25.0%	10,000	$7.4M
QQQ Invesco QQQ Trust Series 1	call	New	5,500	$4.1M
META Meta Platforms Inc. Class A	put	New	4,000	$2.3M
MU Micron Technology Inc.	call	New	1,000	$1.2M
MU Micron Technology Inc.	put	Sold out	2,500	$845Kbefore exit
COF Capital One Financial Corp.	put	Sold out	4,500	$821Kbefore exit
GE General Electric	put	New	2,100	$785K
UBER Uber Technologies Inc.	put	Sold out	10,000	$719Kbefore exit
IBM Intl Business Machines Corp.	put	New	2,500	$703K
SNOW Snowflake Inc.	put	New	2,600	$662K
ADBE Adobe Inc.	put	Sold out	2,700	$656Kbefore exit
DE Deere & Co.	put	New	1,000	$634K
TXN Texas Instruments Inc.	put	Reduce -42.9%	2,000	$596K
ANET Arista Networks Inc.	put	New	3,500	$595K
SMCI Super Micro Computer Inc.	call	New	20,000	$587K
CRWD CrowdStrike Holdings Inc. Class A	put	Sold out	1,500	$586Kbefore exit
AMD Advanced Micro Devices	put	New	1,000	$581K
AVGO Broadcom Inc.	call	Add +50.0%	1,500	$567K
CDNS Cadence Design SYS Inc.	put	New	1,500	$563K
IBM Intl Business Machines Corp.	call	New	2,000	$562K
INTC Intel Corp.	put	New	4,000	$559K
SMCI Super Micro Computer Inc.	put	New	18,500	$543K
DELL Dell Technologies -C	put	New	1,200	$518K
DELL Dell Technologies -C	call	New	1,200	$518K
PANW Palo Alto Networks Inc.	put	New	1,500	$512K
COIN Coinbase Global Inc. Class A	put	Sold out	2,800	$489Kbefore exit
GEV GE Vernova Inc.	put	New	400	$470K
CAT Caterpillar Inc.	put	New	400	$426K
QCOM Qualcomm Inc.	put	Reduce -55.6%	2,000	$370K
VZ Verizon Communications Inc.	put	Sold out	7,000	$351Kbefore exit
LULU Lululemon Athletica Inc.	put	Sold out	2,100	$322Kbefore exit
DE Deere & Co.	call	New	500	$317K
ADBE Adobe Inc.	call	Sold out	1,300	$316Kbefore exit
SNOW Snowflake Inc.	call	New	1,200	$305K
AMD Advanced Micro Devices	call	New	500	$290K
INTC Intel Corp.	call	New	2,000	$279K
COF Capital One Financial Corp.	call	Sold out	1,500	$274Kbefore exit
ANET Arista Networks Inc.	call	New	1,500	$255K
HOOD Robinhood Markets Inc. Class A	put	New	2,500	$251K
GEV GE Vernova Inc.	call	New	200	$235K
CAT Caterpillar Inc.	call	New	200	$213K
GOOG Alphabet Inc. Class C	put	Sold out	700	$201Kbefore exit
VZ Verizon Communications Inc.	call	Sold out	4,000	$201Kbefore exit
AVGO Broadcom Inc.	put	Reduce -50.0%	500	$189K
CDNS Cadence Design SYS Inc.	call	New	500	$188K
QCOM Qualcomm Inc.	call	Reduce -33.3%	1,000	$185K
UBER Uber Technologies Inc.	call	Sold out	2,500	$180Kbefore exit
PANW Palo Alto Networks Inc.	call	New	500	$171K
TXN Texas Instruments Inc.	call	Reduce -66.7%	500	$149K
ORCL Oracle Corp.	put	Sold out	1,000	$147Kbefore exit

Showing the first 50 of 53.

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