Fund Holdings

Jefferies Financial Group Inc.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SPDR GOLD TR(GLD)(Call)2,198,5005,565,600+3,367,100871,287,5352,394,822,024+1,523,534,489
SPDR GOLD TR(GLD)(Put)1,447,1002,516,500+1,069,400573,500,2011,082,824,785+509,324,584
INVESCO QQQ TR(Put)53,500438,800+385,30032,865,585253,266,584+220,400,999
SPDR SERIES TRUST
ST STR SP RETAIL
01,230,000+1,230,000098,978,1001.21%+98,978,100
BROADCOM INC(AVGO)30,780342,431+311,65110,652,806105,985,9281.29%+95,333,122
SPDR SERIES TRUST
ST STR SP BIOT
1,715,0892,314,720+599,631209,120,802295,659,1853.61%+86,538,383
META PLATFORMS INC(META)39,502180,070+140,56826,074,801103,023,4501.26%+76,948,649
JOHNSON CONTROLS INTERNATION
SHS
2,380524,615+522,235285,00568,698,3340.84%+68,413,329
ANALOG DEVICES INC(ADI)3,995214,282+210,2871,083,44468,171,6750.83%+67,088,231
AUTOMATIC DATA PROCESSING IN51,341392,507+341,16613,206,44579,749,5720.97%+66,543,127
ISHARES TR5,292836,081+830,789426,68966,518,6370.81%+66,091,948
PPL CORP(PPL)7,9981,474,771+1,466,773280,09056,336,2520.69%+56,056,162
MASTERCARD INCORPORATED(MA)104,917227,064+122,14759,895,228113,454,7541.38%+53,559,526
CATERPILLAR INC(CAT)10,52483,728+73,2046,028,88559,317,9390.72%+53,289,054
ALLEGION PLC(ALLE)0335,391+335,391048,728,9580.59%+48,728,958
PROLOGIS INC.(PLD)3,795365,081+361,286484,46948,256,4070.59%+47,771,938
INVESCO QQQ TR(Call)3,50082,900+79,4002,150,08547,848,222+45,698,137
TAPESTRY INC(TPR)79,009377,698+298,68910,094,98053,296,9650.65%+43,201,985
SELECT SECTOR SPDR TR(Put)
ST STR FINL ETF
100,000949,600+849,6005,477,00046,881,752+41,404,752
APPLIED MATLS INC15,804127,606+111,8024,061,46943,614,4550.53%+39,552,986
VANGUARD INDEX FDS359,757802,137+442,38031,834,89771,149,5520.87%+39,314,655
VANECK ETF TRUST
GOLD MINERS ETF
76,881490,468+413,5876,594,08345,010,2480.55%+38,416,165
WILLIAMS COS INC(WMB)(Put)0517,300+517,300037,649,094+37,649,094
PINNACLE FINL PARTNERS INC(PNFP)0436,754+436,754037,621,9890.46%+37,621,989
ACADIA HEALTHCARE COMPANY IN(ACHC)3,379,8133,611,883+232,07047,959,54684,481,9441.03%+36,522,398
AMPHENOL CORP234,626531,298+296,67231,707,35767,129,5030.82%+35,422,146
ISHARES TR(Put)43,800643,800+600,0002,396,29836,561,402+34,165,104
GRAIL INC(GRAL)0657,500+657,500033,979,6000.41%+33,979,600
GRAIL INC(GRAL)(Put)0650,000+650,000033,592,000+33,592,000
JAZZ PHARMACEUTICALS PLC(JAZZ)3,500175,599+172,099595,00033,196,9910.40%+32,601,991
LOCKHEED MARTIN CORP(LMT)3,25353,520+50,2671,573,37932,346,9530.39%+30,773,574
RTX CORPORATION(RTX)79,399217,780+138,38114,561,77642,009,7620.51%+27,447,986
INTEL CORP(INTC)(Put)1,030,2001,473,800+443,60038,014,38065,038,794+27,024,414
DEVON ENERGY CORP NEW(DVN)491,796880,024+388,22818,014,48644,282,8070.54%+26,268,321
THERMO FISHER SCIENTIFIC INC(TMO)1,45054,886+53,436839,99726,977,8700.33%+26,137,873
BILL HOLDINGS INC(BILL)0003,940,69628,648,8040.35%+24,708,108
CENTURY ALUM CO(CENX)106,700484,193+377,4934,180,50628,417,2870.35%+24,236,781
AMAZON COM INC(AMZN)(Call)122,300251,000+128,70028,229,28652,275,770+24,046,484
KENVUE INC(KVUE)6,8441,400,000+1,393,156118,05924,136,0000.29%+24,017,941
ISHARES TR(Call)102,100507,100+405,0005,585,89128,798,209+23,212,318
BLACKROCK INC(BLK)71124,237+23,526761,52623,309,4270.28%+22,547,901
EXXON MOBIL CORP138,394229,899+91,50516,654,32339,004,7230.48%+22,350,400
WALMART INC(WMT)504,239631,267+127,02856,177,27978,453,8920.96%+22,276,613
POPULAR INC(BPOP)10,840172,947+162,1071,349,79723,204,2990.28%+21,854,502
ABBVIE INC(ABBV)103,457208,359+104,90223,638,89045,316,0000.55%+21,677,110
CINTAS CORP(CTAS)5,500133,938+128,4381,034,38522,654,2730.28%+21,619,888
WILLIAMS COS INC(WMB)(Call)0291,400+291,400021,208,092+21,208,092
WALMART INC(WMT)(Call)193,200342,900+149,70021,524,41242,615,612+21,091,200
INVESCO EXCH TRADED FD TR II(Put)
SR LN ETF
01,006,900+1,006,900020,550,829+20,550,829
VANGUARD INDEX FDS070,000+70,000020,102,6000.25%+20,102,600
ARK ETF TR
GENOMIC REV ETF
0750,821+750,821019,836,6910.24%+19,836,691
CLOUDFLARE INC(NET)(Call)095,500+95,500019,705,470+19,705,470
HEWLETT PACKARD ENTERPRISE C(HPE)0826,500+826,500019,678,9650.24%+19,678,965
WP CAREY INC(WPC)4,633287,250+282,617298,18019,521,5100.24%+19,223,330
SELECT SECTOR SPDR TR(Call)
ST STR FINL ETF
17,500397,000+379,500958,47519,599,890+18,641,415
OTIS WORLDWIDE CORP(OTIS)4,131241,500+237,369360,84318,614,8200.23%+18,253,977
ISHARES TR11,372197,726+186,3541,092,05319,205,1270.23%+18,113,074
ISHARES TR0181,439+181,439017,316,5390.21%+17,316,539
PORCH GROUP INC(PRCH)5,6402,412,555+2,406,91551,49317,298,0190.21%+17,246,526
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
147,822236,366+88,54428,316,72745,363,3810.55%+17,046,654
DIANTHUS THERAPEUTICS INC(DNTH)0202,410+202,410016,986,2470.21%+16,986,247
FAIR ISAAC CORP(FICO)(Call)015,600+15,600016,653,624+16,653,624
CENCORA INC119,653181,340+61,68740,412,80156,966,1480.69%+16,553,347
SELECT SECTOR SPDR TR
ST STR CARE ETF
11,924124,130+112,2061,845,80518,198,6540.22%+16,352,849
CORE SCIENTIFIC INC NEW(CORZ)(Put)160,3001,240,800+1,080,5002,333,96818,562,368+16,228,400
PERMIAN RESOURCES CORP(PR)0728,397+728,397015,529,4240.19%+15,529,424
INDIVIOR PHARMACEUTICALS INC(INDV)0507,909+507,909015,481,0660.19%+15,481,066
ELEVANCE HEALTH INC FORMERLY(ELV)78,397145,647+67,25027,482,06842,638,1600.52%+15,156,092
ISHARES TR26257,169+257,1431,42214,604,6270.18%+14,603,205
SOFI TECHNOLOGIES INC(SOFI)131,9601,134,805+1,002,8453,454,71318,020,7030.22%+14,565,990
GUARDANT HEALTH INC(GH)000404,57914,874,9880.18%+14,470,409
ORACLE CORP(ORCL)48,040161,283+113,2439,363,47623,726,3420.29%+14,362,866
CYTOMX THERAPEUTICS INC.23,7643,067,864+3,044,100101,23514,418,9610.18%+14,317,726
ENBRIDGE INC(ENB)(Call)0263,200+263,200014,249,648+14,249,648
ADVANCED MICRO DEVICES INC(AMD)(Call)070,000+70,000014,240,100+14,240,100
ISHARES TR0102,058+102,058014,121,7650.17%+14,121,765
BANK AMERICA CORP164,130465,020+300,8909,027,15022,669,7030.28%+13,642,553
ZIFF DAVIS INC(ZD)00097,25012,502,6420.15%+12,405,392
CERTARA INC(CERT)3,031,3746,858,209+3,826,83526,706,40539,091,7920.48%+12,385,387
NUTANIX INC(NTNX)0001,917,27013,884,7340.17%+11,967,464
PALANTIR TECHNOLOGIES INC(PLTR)145,494258,544+113,05025,861,55237,819,8530.46%+11,958,301
FLEXTRONICS INTL LTD(FLEX)48,602226,635+178,0332,936,53314,835,5270.18%+11,898,994
FEDEX CORP(FDX)2,57134,200+31,629742,65912,181,3560.15%+11,438,697
SPDR SERIES TRUST
ST STR SP METAL
0104,700+104,700011,308,6470.14%+11,308,647
BOOKING HOLDINGS INC(BKNG)1,0894,039+2,9505,831,95417,005,4820.21%+11,173,528
SELECT SECTOR SPDR TR(Put)
ST STR ENERG ETF
3,272,4002,568,700-703,700146,309,004157,358,562+11,049,558
APPLIED DIGITAL CORP0459,504+459,504010,908,6250.13%+10,908,625
SELECT SECTOR SPDR TR(Put)
ST STR UTIL ETF
110,200330,700+220,5004,704,43815,175,823+10,471,385
ISHARES TR(Call)0127,000+127,000010,166,350+10,166,350
ADOBE INC(ADBE)(Put)040,100+40,10009,747,508+9,747,508
ABCELLERA BIOLOGICS INC(ABCL)02,746,200+2,746,20009,584,2380.12%+9,584,238
ABCELLERA BIOLOGICS INC(ABCL)(Put)02,736,200+2,736,20009,549,338+9,549,338
SPDR SERIES TRUST
ST STR SP REGBNK
256,525400,048+143,52316,625,38526,063,1270.32%+9,437,742
NETFLIX INC.(NFLX)268,523358,931+90,40825,176,70934,511,1960.42%+9,334,487
COHERENT CORP(COHR)(Call)039,100+39,10009,314,011+9,314,011
AIRBNB INC22,17197,339+75,1683,009,04912,291,9690.15%+9,282,920
ENERGY TRANSFER L P(ET)(Call)0478,000+478,00009,225,400+9,225,400
ORACLE CORP(ORCL)(Call)28,300100,000+71,7005,515,95314,711,000+9,195,047
TOTALENERGIES SE(TTE)(Put)0100,000+100,00009,098,000+9,098,000
HOME DEPOT INC(HD)97,038129,181+32,14333,390,79542,486,2980.52%+9,095,503
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