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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$101B
$8.98 Million 0.57% of portfolio
97,626
Q1 2025 Added 0.89%
$112B
$6.37 Million 0.4% of portfolio
37,950
Q1 2025 Added 8.7%
$159B
$5.74 Million 0.36% of portfolio
18,422
Q1 2025 Reduced 0.21%
$40.9B
$5.72 Million 0.36% of portfolio
33,220
Q1 2025 Added 0.64%
$187B
$5.6 Million 0.35% of portfolio
37,304
Q1 2025 Reduced 1.59%
$116B
$4.76 Million 0.3% of portfolio
34,073
Q1 2025 Reduced 0.52%
$194B
$4.26 Million 0.27% of portfolio
150,576
Q1 2025 Added 1.5%
$16.8B
$3.89 Million 0.25% of portfolio
45,505
Q1 2025 Added 1.54%
$82.7B
$3.78 Million 0.24% of portfolio
34,481
Q1 2025 Added 4.72%
$173B
$3.54 Million 0.22% of portfolio
23,039
Q1 2025 Added 2.45%
$60.6B
$3.47 Million 0.22% of portfolio
84,403
Q1 2025 Added 4.97%
$69.9B
$3.24 Million 0.21% of portfolio
75,861
Q1 2025 Added 3.84%
$69.3B
$3.18 Million 0.2% of portfolio
93,003
Q1 2025 Added 1.09%
$138B
$3.04 Million 0.19% of portfolio
13,022
Q1 2025 Reduced 2.02%
$63.7B
$2.84 Million 0.18% of portfolio
99,476
Q1 2025 Added 9.96%
$92.7B
$2.76 Million 0.17% of portfolio
40,362
Q1 2025 Added 0.75%
$23.7B
$2.46 Million 0.16% of portfolio
60,094
Q1 2025 Added 4.02%
$57.4B
$2.47 Million 0.16% of portfolio
18,718
Q1 2025 Added 14.25%
$142B
$2.32 Million 0.15% of portfolio
91,523
Q1 2025 Added 20.38%
$175B
$2.43 Million 0.15% of portfolio
53,616
Q1 2025 Reduced 8.72%
$104B
$2.15 Million 0.14% of portfolio
35,446
Q1 2025 Reduced 1.45%
$17.1B
$2.16 Million 0.14% of portfolio
134,763
Q1 2025 Added 3.8%
$73B
$2.03 Million 0.13% of portfolio
18,475
Q1 2025 Added 4.25%
$157B
$2.02 Million 0.13% of portfolio
54,737
Q1 2025 Added 11.9%
$15.8B
$2.05 Million 0.13% of portfolio
52,180
Q1 2025 Added 1.4%
$44.9B
$2.06 Million 0.13% of portfolio
44,888
Q1 2025 Added 19.65%
$90.8B
$2.11 Million 0.13% of portfolio
17,301
Q1 2025 Added 10.42%
$84.5B
$2.11 Million 0.13% of portfolio
31,089
Q1 2025 Added 9.21%
$85.5B
$2.08 Million 0.13% of portfolio
31,917
Q1 2025 Added 17.13%
$147B
$2.07 Million 0.13% of portfolio
29,256
Q1 2025 Reduced 7.13%
$43.1B
$1.84 Million 0.12% of portfolio
39,878
Q1 2025 Added 8.5%
$19.9B
$1.94 Million 0.12% of portfolio
55,585
Q1 2025 Reduced 20.84%
$54B
$1.76 Million 0.11% of portfolio
94,504
Q1 2025 Added 7.75%
$143B
$1.55 Million 0.1% of portfolio
12,722
Q1 2025 Added 18.63%
$21.7B
$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%
$71.4B
$1.2 Million 0.08% of portfolio
40,699
Q1 2025 Reduced 15.17%
$120B
$1.25 Million 0.08% of portfolio
10,839
Q1 2025 New
$35.8B
$1.32 Million 0.08% of portfolio
11,969
Q1 2025 Added 11.18%
$65.2B
$1.04 Million 0.07% of portfolio
27,335
Q1 2025 Added 7.33%
$54B
$1.11 Million 0.07% of portfolio
10,150
Q1 2025 New
$101B
$1.01 Million 0.06% of portfolio
16,515
Q1 2025 Added 11.07%
$20B
$978,000 0.06% of portfolio
38,550
Q1 2025 Added 5.02%
$41.3B
$857,000 0.05% of portfolio
11,046
Q1 2025 New
$32.4B
$850,000 0.05% of portfolio
25,726
Q1 2025 Added 18.17%
$64.1B
$826,000 0.05% of portfolio
13,033
Q1 2025 Reduced 2.61%
$47.6B
$823,000 0.05% of portfolio
14,681
Q1 2025 Reduced 12.64%
$95.7B
$632,000 0.04% of portfolio
27,842
Q1 2025 Added 61.79%
$91.5B
$604,000 0.04% of portfolio
13,624
Q1 2025 Added 0.64%

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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