Top 50 Jefferies Financial Group INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 5.01% | 631.1K | $410.4M | -45.97%(-537.02K) | $520.00(+43.23%) | 2026-03-31 | |
| XBI | SPDR SERIES TRUST | 3.61% | 2.31M | $295.7M | +34.96%(+599.63K) | $99.96(+60.53%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.05% | 433.3K | $250.1M | -31.04%(-195.02K) | $490.52(+45.27%) | 2026-03-31 | |
| IWM | ISHARES TR | 2.68% | 884.2K | $219.3M | -48.80%(-842.65K) | $221.16(+34.56%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.58% | 742.3K | $129.5M | -64.19%(-1.33M) | $179.84(+8.33%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.41% | 553.7K | $115.3M | -40.74%(-380.65K) | $218.84(+10.89%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 1.38% | 227.1K | $113.5M | +116.42%(+122.15K) | $525.28(+2.69%) | 2026-03-31 | |
| ASH | ASHLAND INC | 1.29% | 1.91M | $106.1M | +0.43%(+8.14K) | $52.83(+26.84%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 1.29% | 342.4K | $106.0M | +1012.51%(+311.65K) | $317.62(+13.49%) | 2026-03-31 | |
| META | META PLATFORMS INC | 1.26% | 180.1K | $103.0M | +355.85%(+140.57K) | $631.78(-7.74%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.33% | +45.56% |
| Top 20 Holdings Unweighted | +12.26% | +41.48% |
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