JE
Rating #89
Jefferies Financial Group
Jefferies Financial Group
Portfolio value
Stocks
Performance
1 Year
+21.28%
Stock Holdings
$
%
1Y
3Y
5Y
10Y
Jefferies Financial Group’s Portfolio: Q3 2025
Top10 stocks: 46.61% of the portfolio
Jefferies Financial Group’s Trades: Q3 2025
Adds
New Buys
Sold Outs
Cuts
S
Share Count Chg. (%)
+221.88%
3.51ppt
S
Share Count Chg. (%)
+75.46%
1.17ppt
1.02ppt
1.03ppt
I
Share Count Chg. (%)
+121.96%
0.44ppt
0.84ppt
0.75ppt
I
Share Count Chg. (%)
+71.55%
0.12ppt
S
Share Count Chg. (%)
+268.61%
0.47ppt
0.33ppt
Company Name | Share Count Chg. (%) | Price Paid | Buy Value | Portfolio % Change | |
|---|---|---|---|---|---|
+221.88% | $318.67 | $875.55M | 3.51ppt | ||
+75.46% | $318.67 | $739.63M | 1.17ppt | ||
3  COST | +8200.38% | $958.51 | $226.22M | 1.02ppt | |
4  LLY | +3586.38% | $744.16 | $216.92M | 1.03ppt | |
5 I QQQ | +121.96% | $572.63 | $183.89M | 0.44ppt | |
6  PEP | +12120.52% | $142.80 | $181.67M | 0.84ppt | |
7  CVX | +6490.85% | $154.87 | $159.79M | 0.75ppt | |
8 I IWM | +71.55% | $229.45 | $139.39M | 0.12ppt | |
+268.61% | $87.56 | $131.12M | 0.47ppt | ||
10  KKR | +1485.33% | $141.95 | $81.99M | 0.33ppt |
Jefferies Financial Group’s Holdings: Q3 2025
Company Name | Primary Industry | Avg. price paid  | Share Count Chg. (%) | No of shares held | Market value | Portfolio % Change | % of Ownership | Holding period | Last Transaction | |
|---|---|---|---|---|---|---|---|---|---|---|
Commodity Brokers & Dealers | $289.34 | +75.46% | 5.40M | $1.92B | 9.05% 1.17ppt | - | 11 Quarters | Q3 2025 | ||
- | $574.59 | +0.24% | 2.88M | $1.92B | 9.05% -5.86ppt | - | 12 Quarters | Q3 2025 | ||
3 V VGT | - | $746.63 | +100.00% | 2.25M | $1.68B | 7.93% 7.93ppt | 1.32% | 1 Quarter | Q3 2025 | |
Commodity Brokers & Dealers | $314.50 | +221.88% | 3.99M | $1.42B | 6.69% 3.51ppt | - | 12 Quarters | Q3 2025 | ||
5 S SPY | - | $531.60 | -17.39% | 1.09M | $725.83M | 3.43% -3.42ppt | 0.12% | 12 Quarters | Q3 2025 | |
6  WRB | Casualty Insurance | $76.62 | +100.00% | 8.91M | $682.82M | 3.22% 3.22ppt | 2.24% | 1 Quarter | Q3 2025 | |
Data Processing Services | $8.33 | -14.68% | 10.53M | $494.31M | 2.33% 0.82ppt | - | 4 Quarters | Q3 2025 | ||
8 I IWM | - | $224.42 | +71.55% | 1.46M | $352.42M | 1.66% 0.12ppt | 0.52% | 12 Quarters | Q3 2025 | |
9 I QQQ | - | $492.55 | +121.96% | 584.43K | $350.88M | 1.66% 0.44ppt | 0.09% | 12 Quarters | Q3 2025 | |
10  IREN Call | Data Processing Services | $19.71 | +19.03% | 7.19M | $337.41M | 1.59% 0.85ppt | - | 4 Quarters | Q3 2025 | |
11 LLY | Pharmaceutical Pres | $760.41 | +3586.38% | 299.63K | $228.62M | 1.08% 1.03ppt | 0.03% | 12 Quarters | Q3 2025 | |
12 COST | Retail-Variety Stores | $923.20 | +8200.38% | 238.89K | $221.12M | 1.04% 1.02ppt | 0.05% | 12 Quarters | Q3 2025 | |
13 COST Put | Retail-Variety Stores | $925.63 | +100.00% | 236.00K | $218.45M | 1.03% 1.03ppt | - | 1 Quarter | Q3 2025 | |
14 PEP Put | Beverages | $140.44 | +100.00% | 1.31M | $183.84M | 0.87% 0.87ppt | - | 1 Quarter | Q3 2025 | |
15 S XLE Put | - | $88.11 | +268.61% | 2.06M | $183.59M | 0.87% 0.47ppt | - | 12 Quarters | Q3 2025 | |
16 PEP | Beverages | $140.59 | +12120.52% | 1.28M | $180.14M | 0.85% 0.84ppt | 0.09% | 11 Quarters | Q3 2025 | |
17 LLY Put | Pharmaceutical Pres | $763.00 | +100.00% | 231.80K | $176.86M | 0.83% 0.83ppt | - | 1 Quarter | Q3 2025 | |
18 CVX | Petroleum Refining | $155.26 | +6490.85% | 1.05M | $162.69M | 0.77% 0.75ppt | 0.06% | 12 Quarters | Q3 2025 | |
19 IREN | Data Processing Services | $21.40 | +47.32% | 3.31M | $155.39M | 0.73% 0.46ppt | 1.54% | 3 Quarters | Q3 2025 | |
20 S XBI | - | $86.60 | +5.18% | 1.51M | $150.91M | 0.71% -0.29ppt | 2.77% | 12 Quarters | Q3 2025 |
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