Stone X Group Inc. Asset Management

Stone X Group Inc.

$2.06 Trillion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
BX Blackstone Inc.	$132B	$5.01 Billion 0.24% of portfolio	33,526	Q2 2025 New
NVG Nuveen Amt Free Municipal Credit Income Fund	$0	$4.59 Billion 0.22% of portfolio	385,003	Q2 2025 New
NZF Nuveen Municipal Credit Income Fund	$0	$4.39 Billion 0.21% of portfolio	367,800	Q2 2025 New
BBN Black Rock Taxable Municipal Bond Trust	$0	$3.11 Billion 0.15% of portfolio	193,060	Q2 2025 New
NEA Nuveen Amt Free Quality Municipal Income Fund	$0	$3.01 Billion 0.15% of portfolio	275,329	Q2 2025 New
NAD Nuveen Quality Municipal Income Fund	$0	$2.75 Billion 0.13% of portfolio	243,646	Q2 2025 New
GBAB Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust	$0	$2.09 Billion 0.1% of portfolio	138,843	Q2 2025 New
MQY Blackrock Muniyield Quality Fund, Inc.	$0	$1.88 Billion 0.09% of portfolio	168,861	Q2 2025 New
PHYS Sprott Physical Gold Trust	$0	$1.58 Billion 0.08% of portfolio	62,201	Q2 2025 New
BHK Blackrock Core Bond Trust	$0	$1.51 Billion 0.07% of portfolio	155,812	Q2 2025 Reduced 17.0%
CRF Cornerstone Total Return Fund Inc	$0	$1.48 Billion 0.07% of portfolio	191,398	Q2 2025 New
MQT Blackrock Muniyield Quality Fund Ii, Inc.	$0	$1.41 Billion 0.07% of portfolio	146,676	Q2 2025 New
KKR Kkr & Co. Inc.	$126B	$1.18 Billion 0.06% of portfolio	8,870	Q2 2025 New
CLM Cornerstone Strategic Value Fund Inc	$0	$1.09 Billion 0.05% of portfolio	133,949	Q2 2025 New
ARCC Ares Capital Corp	$0	$1.04 Billion 0.05% of portfolio	47,150	Q2 2025 New
NBB Nuveen Taxable Municipal Income Fund	$0	$1.03 Billion 0.05% of portfolio	64,960	Q2 2025 New
DNP Dnp Select Income Fund Inc	$0	$1.01 Billion 0.05% of portfolio	102,323	Q2 2025 New
KIO Kkr Income Opportunities Fund	$0	$953 Million 0.05% of portfolio	75,885	Q2 2025 New
WEA Western Asset Premier Bond Fund	$0	$903 Million 0.04% of portfolio	82,862	Q2 2025 New
PML Pimco Municipal Income Fund Ii	$0	$901 Million 0.04% of portfolio	120,885	Q2 2025 New
VBF Invesco Bond Fund	$0	$856 Million 0.04% of portfolio	55,472	Q2 2025 New
CHY Calamos Convertible & High Income Fund	$0	$756 Million 0.04% of portfolio	68,815	Q2 2025 New
CEF Sprott Physical Gold & Silver Trust	$0	$751 Million 0.04% of portfolio	24,961	Q2 2025 New
ARES Ares Management Corp	$31.3B	$726 Million 0.04% of portfolio	4,193	Q2 2025 Added 2.95%
PSLV Sprott Physical Silver Trust	$0	$714 Million 0.03% of portfolio	58,324	Q2 2025 New
KTF Dws Municipal Income Trust	$0	$656 Million 0.03% of portfolio	74,170	Q2 2025 New
PCN Pimco Corporate & Income Strategy Fund	$0	$592 Million 0.03% of portfolio	46,501	Q2 2025 New
BDJ Black Rock Enhanced Equity Dividend Trust	$0	$520 Million 0.03% of portfolio	58,458	Q2 2025 New
VKQ Invesco Municipal Trust	$0	$496 Million 0.02% of portfolio	54,180	Q2 2025 New
ADX Adams Diversified Equity Fund, Inc.	$2.61B	$471 Million 0.02% of portfolio	21,695	Q2 2025 New
UTG Reaves Utility Income Fund	$0	$451 Million 0.02% of portfolio	12,464	Q2 2025 New
USA Liberty All Star Equity Fund	$0	$439 Million 0.02% of portfolio	64,477	Q2 2025 New
KYN Kayne Anderson Energy Infrastructure Fund, Inc.	$0	$433 Million 0.02% of portfolio	34,013	Q2 2025 New
JPC Nuveen Preferred & Income Opportunities Fund	$0	$429 Million 0.02% of portfolio	53,114	Q2 2025 New
IQI Invesco Quality Municipal Income Trust	$0	$386 Million 0.02% of portfolio	41,192	Q2 2025 New
BXMX Nuveen S&P 500 Buy Write Income Fund	$0	$373 Million 0.02% of portfolio	26,437	Q2 2025 New
PDI Pimco Dynamic Income Fund	$0	$353 Million 0.02% of portfolio	18,450	Q2 2025 New
BTZ Blackrock Credit Allocation Income Trust	$0	$324 Million 0.02% of portfolio	29,631	Q2 2025 New
NMZ Nuveen Municipal High Income Opportunity Fund	$0	$318 Million 0.02% of portfolio	30,664	Q2 2025 New
VMO Invesco Municipal Opportunity Trust	$0	$304 Million 0.01% of portfolio	33,143	Q2 2025 New
NHS Neuberger Berman High Yield Strategies Fund Inc.	$0	$296 Million 0.01% of portfolio	39,085	Q2 2025 New
APO Apollo Global Management, Inc.	$86.4B	$290 Million 0.01% of portfolio	2,046	Q2 2025 Reduced 2.29%
BFK Blackrock Municipal Income Trust	$0	$282 Million 0.01% of portfolio	29,355	Q2 2025 New
PAI Western Asset Investment Grade Income Fund Inc.	$0	$258 Million 0.01% of portfolio	19,815	Q2 2025 New
THQ Tekla Healthcare Opportunities Fund	$0	$250 Million 0.01% of portfolio	13,604	Q2 2025 New
UTF Cohen & Steers Infrastructure Fund Inc	$0	$249 Million 0.01% of portfolio	9,225	Q2 2025 New
LDP Cohen & Steers LTD Duration Preferred & Income Fund, Inc.	$0	$246 Million 0.01% of portfolio	11,720	Q2 2025 New
BXSL Blackstone Secured Lending Fund	$4.55B	$228 Million 0.01% of portfolio	7,228	Q2 2025 Reduced 20.67%
VGM Invesco Trust For Investment Grade Municipals	$0	$216 Million 0.01% of portfolio	22,802	Q2 2025 New
PFL Pimco Income Strategy Fund	$0	$213 Million 0.01% of portfolio	25,503	Q2 2025 New

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