Stone X Group Inc. Portfolio Holdings

Stone X Group Inc.

  • $1.58 Billion
  • Q1 2025

Stone X Group Inc. has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.58 Billion distributed in 515 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $98.7M, Ishares Core S&P 500 ETF with a value of $98.3M, Ishares Russell 1000 Val ETF with a value of $62.8M, Schwab Fundamental Intl Large with a value of $47.4M, and Apple Inc. with a value of $40.7M.

Examining the 13F form we can see an increase of $30.1M in the current position value, from $1.55B to 1.58B.

Below you can find more details about Stone X Group Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.58 Billion
ETFs: $925 Million
Technology: $134 Million
Financial Services: $106 Million
Consumer Cyclical: $51.3 Million
Healthcare: $39.6 Million
Communication Services: $37.4 Million
Consumer Defensive: $36.9 Million
Energy: $31.6 Million
Other: $54.8 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$95.7B
$2.76 Million 0.17% of portfolio
40,362
Q1 2025 Added 0.75%
$124B
$2.68 Million 0.17% of portfolio
13,288
Q1 2025 Added 2.29%
$0
$2.64 Million 0.17% of portfolio
235,695
Q1 2025 Added 1.35%
$24.2B
$2.46 Million 0.16% of portfolio
60,094
Q1 2025 Added 4.02%
$0
$2.46 Million 0.16% of portfolio
213,776
Q1 2025 Added 0.69%
$55.8B
$2.47 Million 0.16% of portfolio
18,718
Q1 2025 Added 14.25%
$138B
$2.32 Million 0.15% of portfolio
91,523
Q1 2025 Added 20.38%
$172B
$2.43 Million 0.15% of portfolio
53,616
Q1 2025 Reduced 8.72%
-
$2.45 Million 0.15% of portfolio
-
Q1 2025 Added 53.7%
-
$2.14 Million 0.14% of portfolio
-
Q1 2025 Added 12.27%
$104B
$2.15 Million 0.14% of portfolio
35,446
Q1 2025 Reduced 1.45%
$0
$2.15 Million 0.14% of portfolio
138,091
Q1 2025 Reduced 1.58%
$17.1B
$2.16 Million 0.14% of portfolio
134,763
Q1 2025 Added 3.8%
$72.6B
$2.03 Million 0.13% of portfolio
18,475
Q1 2025 Added 4.25%
$153B
$2.02 Million 0.13% of portfolio
54,737
Q1 2025 Added 11.9%
$15.9B
$2.05 Million 0.13% of portfolio
52,180
Q1 2025 Added 1.4%
$90.4B
$2.11 Million 0.13% of portfolio
17,301
Q1 2025 Added 10.42%
$83.1B
$2.11 Million 0.13% of portfolio
31,089
Q1 2025 Added 9.21%
$85.4B
$2.08 Million 0.13% of portfolio
31,917
Q1 2025 Added 17.13%
$148B
$2.07 Million 0.13% of portfolio
29,256
Q1 2025 Reduced 7.13%
-
$2.07 Million 0.13% of portfolio
-
Q1 2025 Reduced 7.98%
$42.7B
$1.84 Million 0.12% of portfolio
39,878
Q1 2025 Added 8.5%
$20B
$1.94 Million 0.12% of portfolio
55,585
Q1 2025 Reduced 20.84%
$0
$1.73 Million 0.11% of portfolio
147,503
Q1 2025 Reduced 1.66%
$54.1B
$1.76 Million 0.11% of portfolio
94,504
Q1 2025 Added 7.75%
$142B
$1.55 Million 0.1% of portfolio
12,722
Q1 2025 Added 18.63%
$21.5B
$1.57 Million 0.1% of portfolio
41,902
Q1 2025 Added 0.43%
$169B
$1.59 Million 0.1% of portfolio
20,289
Q1 2025 Added 15.4%
$8.93B
$1.39 Million 0.09% of portfolio
63,114
Q1 2025 Reduced 10.63%
$671B
$1.42 Million 0.09% of portfolio
10,146
Q1 2025 Reduced 4.38%
$377B
$1.22 Million 0.08% of portfolio
29,252
Q1 2025 Reduced 4.15%
$259B
$1.2 Million 0.08% of portfolio
11,671
Q1 2025 Reduced 23.34%
$72.5B
$1.2 Million 0.08% of portfolio
40,699
Q1 2025 Reduced 15.17%
-
$1.19 Million 0.08% of portfolio
-
Q1 2025 Reduced 25.23%
$127B
$1.25 Million 0.08% of portfolio
10,839
Q1 2025 New
$302B
$1.34 Million 0.08% of portfolio
15,870
Q1 2025 Reduced 24.0%
$35.7B
$1.32 Million 0.08% of portfolio
11,969
Q1 2025 Added 11.18%
$0
$1.3 Million 0.08% of portfolio
129,766
Q4 2024 New
$3.11B
$1.26 Million 0.08% of portfolio
44,419
Q1 2025 Added 5.64%
-
$1.26 Million 0.08% of portfolio
-
Q1 2025 Reduced 2.94%
$0
$1.05 Million 0.07% of portfolio
145,880
Q1 2025 Added 5.07%
$63.5B
$1.04 Million 0.07% of portfolio
27,335
Q1 2025 Added 7.33%
$0
$1.03 Million 0.07% of portfolio
42,920
Q1 2025 Reduced 0.53%
$0
$1.03 Million 0.07% of portfolio
103,798
Q1 2025 Reduced 4.9%
$0
$1.07 Million 0.07% of portfolio
67,020
Q1 2025 Reduced 0.54%
$3.82B
$1.18 Million 0.07% of portfolio
25,064
Q1 2025 New
$54.4B
$1.11 Million 0.07% of portfolio
10,150
Q1 2025 New
$223B
$1.09 Million 0.07% of portfolio
11,085
Q1 2025 Reduced 2.14%
$0
$930,000 0.06% of portfolio
75,648
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 515
  • Current Value $1.58 Billion
  • Prior Value $1.55 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 128 stocks
  • Additional Purchases 232 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 140 stocks
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