Jefferies Financial Group Inc. Portfolio Stock Holdings

Jefferies Financial Group Inc. disclosed 1376 stock positions valued at approximately $8.2 billion in its latest SEC 13F filing. The largest holdings include STATE STR SPDR S&P 500 ETF T, SPDR SERIES TRUST, and INVESCO QQQ TR. The filing reflects positions held as of March 31, 2026 and was filed on May 8, 2026.

Report Period
March 31, 2026
No. of Stocks
1376
Portfolio Value
$8.2B
Holdings by Sector
Jefferies Financial Group Inc. Portfolio Holdings in Q1 2026

1174 holdings in the latest reporting period.

Page 1 of 12
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
STATE STR SPDR S&P 500 ETF TSPYOther5.01%631,073-537,017-45.97%$410,411,974
SPDR SERIES TRUSTXBIOther3.61%2,314,720+599,631+34.96%$295,659,185
INVESCO QQQ TRQQQOther3.05%433,345-195,022-31.04%$250,117,921
ISHARES TRIWMOther2.68%884,238-842,653-48.80%$219,291,138
NVIDIA CORPORATIONNVDATechnology1.58%742,295-1,330,852-64.19%$129,456,208
AMAZON COM INCAMZNConsumer Cyclical1.41%553,735-380,653-40.74%$115,326,453
MASTERCARD INCORPORATEDMAFinancial Services1.38%227,064+122,147+116.42%$113,454,754
ASHLAND INCASHBasic Materials1.29%1,908,142+8,142+0.43%$106,111,777
BROADCOM INCAVGOTechnology1.29%342,431+311,651+1012.51%$105,985,928
META PLATFORMS INCMETACommunication Services1.26%180,070+140,568+355.85%$103,023,450
SPDR SERIES TRUSTXRTOther1.21%1,230,000+1,230,000+100.00%$98,978,100
PTC THERAPEUTICS INCPTCTHealthcare1.13%1,354,459-304,022-18.33%$92,279,292
ACADIA HEALTHCARE COMPANY INACHCHealthcare1.03%3,611,883+232,070+6.87%$84,481,944
AUTOMATIC DATA PROCESSING INADPTechnology0.97%392,507+341,166+664.51%$79,749,572
WALMART INCWMTConsumer Defensive0.96%631,267+127,028+25.19%$78,453,892
VANGUARD INDEX FDSVNQOther0.87%802,137+442,380+122.97%$71,149,552
JOHNSON CONTROLS INTERNATIONJCIIndustrials0.84%524,615+522,235+21942.65%$68,698,334
ANALOG DEVICES INCADITechnology0.83%214,282+210,287+5263.75%$68,171,675
AMPHENOL CORPAPHTechnology0.82%531,298+296,672+126.44%$67,129,503
ISHARES TRHYGOther0.81%836,081+830,789+15698.96%$66,518,637
HILLMAN SOLUTIONS CORPHLMNIndustrials0.81%7,988,203-8,998-0.11%$66,461,849
CATERPILLAR INCCATIndustrials0.72%83,728+73,204+695.59%$59,317,939
CENCORA INCCORHealthcare0.69%181,340+61,687+51.55%$56,966,148
PPL CORPPPLUtilities0.69%1,474,771+1,466,773+18339.25%$56,336,252
TRIMAS CORPTRSConsumer Cyclical0.68%1,549,662-2,837-0.18%$55,694,852
APPLE INCAAPLTechnology0.66%214,590-184,892-46.28%$54,460,903
TAPESTRY INCTPRConsumer Cyclical0.65%377,698+298,689+378.04%$53,296,965
VANGUARD INDEX FDSVOOOther0.64%87,668-43,776-33.30%$52,386,245
SPDR SERIES TRUSTBILOther0.63%559,760+37,377+7.16%$51,296,406
ISHARES TRIBBOther0.62%302,307+1,849+0.62%$51,044,505
ALLEGION PLCG0176J109Other0.59%335,391+335,391+100.00%$48,728,958
PROLOGIS INC.PLDReal Estate0.59%365,081+361,286+9520.05%$48,256,407
INVESCO EXCHANGE TRADED FD TRSPOther0.55%236,366+88,544+59.90%$45,363,381
ABBVIE INCABBVHealthcare0.55%208,359+104,902+101.40%$45,316,000
VANECK ETF TRUSTGDXOther0.55%490,468+413,587+537.96%$45,010,248
DEVON ENERGY CORP NEWDVNEnergy0.54%880,024+388,228+78.94%$44,282,807
APPLIED MATLS INCAMATTechnology0.53%127,606+111,802+707.43%$43,614,455
MERCK & CO INCMRKHealthcare0.53%361,688-139,240-27.80%$43,507,460
ROSS STORES INCROSTConsumer Cyclical0.53%199,851-11,825-5.59%$43,293,723
ELEVANCE HEALTH INC FORMERLYELVHealthcare0.52%145,647+67,250+85.78%$42,638,160
HOME DEPOT INCHDConsumer Cyclical0.52%129,181+32,143+33.12%$42,486,298
RTX CORPORATIONRTXIndustrials0.51%217,780+138,381+174.29%$42,009,762
ADVANCED MICRO DEVICES INCAMDTechnology0.50%200,254-107,767-34.99%$40,737,596
NORFOLK SOUTHN CORPNSCIndustrials0.48%138,093-708-0.51%$39,632,691
CERTARA INCCERTHealthcare0.48%6,858,209+3,826,835+126.24%$39,091,792
EXXON MOBIL CORPXOMEnergy0.48%229,899+91,505+66.12%$39,004,723
TESLA INCTSLAConsumer Cyclical0.48%104,846-83,401-44.30%$38,976,380
AMGEN INCAMGNHealthcare0.46%108,330+3,893+3.73%$38,115,793
PALANTIR TECHNOLOGIES INCPLTRTechnology0.46%258,544+113,050+77.70%$37,819,853
IQVIA HLDGS INCIQVHealthcare0.45%218,675+81,610+59.54%$37,292,835
NETFLIX INC.NFLXCommunication Services0.42%358,931+90,408+33.67%$34,511,196
GRAIL INCGRALHealthcare0.41%657,500+657,500+100.00%$33,979,600
SPRINKLR INCCXMTechnology0.41%5,617,911+27,909+0.50%$33,707,466
TIC SOLUTIONS INCTICOther0.40%5,000,000--$32,900,000
LOCKHEED MARTIN CORPLMTIndustrials0.39%53,520+50,267+1545.25%$32,346,953
HONEYWELL INTL INCHONIndustrials0.37%134,777-247,496-64.74%$30,463,645
SEMPRASREUtilities0.37%310,028-69,432-18.30%$30,125,421
JPMORGAN CHASE & COJPMFinancial Services0.35%97,564-272,638-73.65%$28,699,397
CENTURY ALUM COCENXBasic Materials0.35%484,193+377,493+353.79%$28,417,287
DAVE INCDAVETechnology0.34%158,277+32,386+25.73%$27,554,443
THERMO FISHER SCIENTIFIC INCTMOHealthcare0.33%54,886+53,436+3685.24%$26,977,870
BIOMARIN PHARMACEUTICAL INCBMRNHealthcare0.32%468,146+1,128+0.24%$26,445,568
ARES MANAGEMENT CORPORATIONARESFinancial Services0.32%238,965+34,010+16.59%$26,071,082
SPDR SERIES TRUSTKREOther0.32%400,048+143,523+55.95%$26,063,127
PFIZER INCPFEHealthcare0.32%923,320-306,961-24.95%$25,926,826
IMMUNOME INCIMNMHealthcare0.31%1,160,715-839,285-41.96%$25,384,837
INVESCO EXCHANGE TRADED FD TSPHQOther0.30%326,865+56,199+20.76%$24,576,975
ALPHABET INCGOOGLCommunication Services0.30%84,691-383,678-81.92%$24,353,743
KENVUE INCKVUEConsumer Defensive0.29%1,400,000+1,393,156+20355.87%$24,136,000
ORACLE CORPORCLTechnology0.29%161,283+113,243+235.73%$23,726,342
GFL ENVIRONMENTAL INCGFLIndustrials0.29%560,121-471,287-45.69%$23,368,248
BLACKROCK INCBLKOther0.28%24,237+23,526+3308.86%$23,309,427
POPULAR INCBPOPFinancial Services0.28%172,947+162,107+1495.45%$23,204,299
GENESIS ENERGY L PGELEnergy0.28%1,288,561-398,867-23.64%$22,975,043
NNN REIT INCNNNReal Estate0.28%541,675-303,699-35.92%$22,766,600
BANK AMERICA CORPBACFinancial Services0.28%465,020+300,890+183.32%$22,669,703
CINTAS CORPCTASIndustrials0.28%133,938+128,438+2335.24%$22,654,273
ARGENX SEARGXHealthcare0.27%30,005+5+0.02%$21,911,151
DIAMONDBACK ENERGY INCFANGEnergy0.27%110,404-108,480-49.56%$21,836,808
ELI LILLY & COLLYHealthcare0.26%23,030-37,306-61.83%$21,182,143
EMBECTA CORPEMBCHealthcare0.25%2,355,162+191+0.01%$20,819,632
ALPHABET INCGOOGCommunication Services0.25%71,311-710,282-90.88%$20,456,269
VANGUARD INDEX FDSVOOther0.25%70,000+70,000+100.00%$20,102,600
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.24%41,823-125,314-74.98%$20,041,582
ARK ETF TRARKGOther0.24%750,821+750,821+100.00%$19,836,691
BANK NEW YORK MELLON CORPBKFinancial Services0.24%167,002+26,313+18.70%$19,811,447
HEWLETT PACKARD ENTERPRISE CHPETechnology0.24%826,500+826,500+100.00%$19,678,965
WP CAREY INCWPCReal Estate0.24%287,250+282,617+6100.09%$19,521,510
ISHARES TRQUALOther0.24%101,167+9,408+10.25%$19,404,824
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.24%19,337-11,798-37.89%$19,268,333
ISHARES TREFAOther0.23%197,726+186,354+1638.71%$19,205,127
PARKER-HANNIFIN CORPPHIndustrials0.23%21,096+8,088+62.18%$18,885,983
HAMILTON LANE INCHLNEFinancial Services0.23%189,688+91,447+93.08%$18,854,987
OTIS WORLDWIDE CORPOTISIndustrials0.23%241,500+237,369+5746.04%$18,614,820
BRIGHTHOUSE FINL INCBHFFinancial Services0.22%304,707-9,914-3.15%$18,245,855
JOHNSON & JOHNSONJNJHealthcare0.22%74,627-34,598-31.68%$18,241,824
SELECT SECTOR SPDR TRXLVOther0.22%124,130+112,206+941.01%$18,198,654
SOFI TECHNOLOGIES INCSOFIFinancial Services0.22%1,134,805+1,002,845+759.96%$18,020,703
SELECT SECTOR SPDR TRXLIOther0.22%110,225+6,924+6.70%$17,826,690
COTERRA ENERGY INCCTRAEnergy0.22%501,945-241,097-32.45%$17,638,347
Jefferies Financial Group Inc. Options Holdings in Q1 2026

281 options positions in the latest reporting period.

Page 1 of 3
QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026GLDSPDR Gold TrustCALL5,565,600$2,394,822,024
Q1 2026GLDSPDR Gold TrustPUT2,516,500$1,082,824,785
Q1 2026SPYSPDR S&P 500PUT1,033,400$672,061,356
Q1 2026QQQInvesco QQQ Trust, Series 1PUT438,800$253,266,584
Q1 2026XLESPDR Select Sector Fund - EnergPUT2,568,700$157,358,562
Q1 2026TLTiShares 20+ Year Treasury Bond CALL1,200,000$104,028,000
Q1 2026INTCIntel CorporationPUT1,473,800$65,038,794
Q1 2026AMZNAmazon.com, Inc.CALL251,000$52,275,770
Q1 2026QQQInvesco QQQ Trust, Series 1CALL82,900$47,848,222
Q1 2026XLFSPDR Select Sector Fund - FinanPUT949,600$46,881,752
Q1 2026WMTWalmart Inc.CALL342,900$42,615,612
Q1 2026WMBWilliams Companies, Inc. (The)PUT517,300$37,649,094
Q1 2026EEMiShares MSCI Emerging Index FunPUT643,800$36,561,402
Q1 2026GRALGRAIL, Inc.PUT650,000$33,592,000
Q1 2026SPYSPDR S&P 500CALL50,500$32,842,170
Q1 2026BACBank of America CorporationPUT662,200$32,282,250
Q1 2026EEMiShares MSCI Emerging Index FunCALL507,100$28,798,209
Q1 2026XLESPDR Select Sector Fund - EnergCALL440,000$26,954,400
Q1 2026NEENextEra Energy, Inc.PUT280,000$26,006,400
Q1 2026RSPInvesco S&P 500 Equal Weight ETCALL135,100$25,928,392
Q1 2026IMNMImmunome, Inc.PUT1,160,700$25,384,509
Q1 2026TLTiShares 20+ Year Treasury Bond PUT285,000$24,706,650
Q1 2026WMBWilliams Companies, Inc. (The)CALL291,400$21,208,092
Q1 2026BKLNInvesco Senior Loan ETFPUT1,006,900$20,550,829
Q1 2026CLSKCleanSpark, Inc.CALL2,350,000$19,998,500
Q1 2026OKEONEOK, Inc.CALL219,900$19,876,761
Q1 2026NETCloudflare, Inc.CALL95,500$19,705,470
Q1 2026XLFSPDR Select Sector Fund - FinanCALL397,000$19,599,890
Q1 2026CORZCore Scientific, Inc.PUT1,240,800$18,562,368
Q1 2026AHCOAdaptHealth Corp.PUT1,546,800$18,406,920
Q1 2026SOSouthern Company (The)CALL177,400$17,122,648
Q1 2026CORZCore Scientific, Inc.CALL1,115,000$16,680,400
Q1 2026FICOFair Isaac CorporationCALL15,600$16,653,624
Q1 2026INSMInsmed IncorporatedPUT99,900$16,335,648
Q1 2026IWMiShares Russell 2000 ETFPUT61,300$15,202,400
Q1 2026XLUSPDR Select Sector Fund - UtiliPUT330,700$15,175,823
Q1 2026ORCLOracle CorporationCALL100,000$14,711,000
Q1 2026ENBEnbridge IncCALL263,200$14,249,648
Q1 2026AMDAdvanced Micro Devices, Inc.CALL70,000$14,240,100
Q1 2026NXTNextracker Inc.PUT105,600$12,730,080
Q1 2026NXTNextracker Inc.CALL97,500$11,753,625
Q1 2026AAPLApple Inc.CALL42,500$10,786,075
Q1 2026SLBSchlumberger N.V.CALL208,400$10,709,676
Q1 2026JPMJP Morgan Chase & Co.PUT35,000$10,295,600
Q1 2026IGViShares Expanded Tech-Software CALL127,000$10,166,350
Q1 2026ADBEAdobe Inc.PUT40,100$9,747,508
Q1 2026ABCLAbCellera Biologics Inc.PUT2,736,200$9,549,338
Q1 2026COHRCoherent Corp.CALL39,100$9,314,011
Q1 2026ETEnergy Transfer LPCALL478,000$9,225,400
Q1 2026AAPLApple Inc.PUT34,900$8,857,271
Q1 2026CEIXCore Natural ResourcesCALL84,200$8,818,266
Q1 2026EOGEOG Resources, Inc.CALL60,000$8,674,200
Q1 2026LNGCheniere Energy, Inc.PUT29,900$8,484,424
Q1 2026PWRQuanta Services, Inc.CALL15,000$8,235,300
Q1 2026M9T951109ZIMPUT302,100$7,960,335
Q1 2026ENPHEnphase Energy, Inc.PUT208,000$7,864,480
Q1 2026ARESAres Management CorporationCALL70,000$7,637,000
Q1 2026IEFiShares 7-10 Year Treasury BondCALL80,000$7,635,200
Q1 2026FNVFranco-Nevada CorporationPUT30,000$7,411,500
Q1 2026VSTVistra Corp.PUT48,600$7,306,038
Q1 2026BRK-BBerkshire Hathaway Inc. NewCALL15,000$7,188,000
Q1 2026AHCOAdaptHealth Corp.CALL592,300$7,048,370
Q1 2026ARCCAres Capital CorporationPUT387,400$6,980,948
Q1 2026BACBank of America CorporationCALL140,300$6,839,625
Q1 2026GNRCGenerac Holdlings Inc.CALL34,800$6,797,484
Q1 2026CCitigroup, Inc.PUT59,000$6,691,190
Q1 2026COPConocoPhillipsCALL50,000$6,600,000
Q1 2026SMHVanEck Semiconductor ETFPUT17,200$6,594,480
Q1 2026IBITiShares Bitcoin Trust ETFCALL171,300$6,581,346
Q1 2026RIOTRiot Platforms, Inc.CALL530,000$6,550,800
Q1 2026PRGSProgress Software CorporationPUT250,000$6,412,500
Q1 2026CCJCameco CorporationCALL57,500$6,245,075
Q1 2026SOFISoFi Technologies, Inc.PUT385,000$6,113,800
Q1 2026CATCaterpillar, Inc.PUT8,400$5,951,064
Q1 2026KRESPDR S&P Regional Banking ETFPUT91,000$5,928,650
Q1 2026NDAQNasdaq, Inc.PUT69,100$5,865,899
Q1 2026GDXVanEck Gold Miners ETFCALL63,900$5,864,103
Q1 2026NCLHNorwegian Cruise LineCALL300,000$5,610,000
Q1 2026GSGoldman Sachs Group, Inc. (The)CALL6,600$5,583,534
Q1 2026DVNDevon Energy CorporationCALL107,500$5,409,400
Q1 2026ETNEatonPUT15,000$5,365,050
Q1 2026GAPGap, Inc. (The)PUT220,000$5,324,000
Q1 2026NYCBNYCBCALL402,500$5,300,925
Q1 2026VZVerizon Communications Inc.CALL94,100$4,723,820
Q1 2026Y7542C130Scorpio TankersCALL63,000$4,703,580
Q1 2026SPGSimon Property Group, Inc.PUT25,000$4,663,250
Q1 2026ISRGIntuitive Surgical, Inc.CALL10,000$4,609,900
Q1 2026MCYMercury General CorporationCALL52,000$4,583,800
Q1 2026MARAMARA Holdings, Inc.PUT560,300$4,572,048
Q1 2026NTNXNutanix, Inc.CALL120,000$4,561,200
Q1 2026RIVNRivian Automotive, Inc.CALL300,000$4,515,000
Q1 2026HTGCHercules Capital, Inc.PUT296,300$4,376,351
Q1 2026TGTTarget CorporationCALL35,000$4,242,000
Q1 2026PEGPublic Service Enterprise GroupCALL49,700$4,023,215
Q1 2026ARCCAres Capital CorporationCALL215,000$3,874,300
Q1 2026XOMExxon Mobil CorporationPUT22,800$3,868,248
Q1 2026PSXPhillips 66CALL21,000$3,825,780
Q1 2026WULFTeraWulf Inc.CALL262,500$3,787,875
Q1 2026NCLHNorwegian Cruise LinePUT190,000$3,553,000
Q1 2026MTZMasTec, Inc.PUT10,600$3,410,444

Notional value represents the total exposure of the options position.