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Portfolio (Quarterly) Guide ↗

SIG BROKERAGE, LP

· CIK 0001094429
13F Portfolio $3.8B AUM 769 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 358 New 161 Added 133 Reduced 245 Exited
Page 5 of 18  ·  358 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CE CALL CELANESE CORP DEL Basic Materials 32,600.0 $2.1M 0.06% NEW $65.77 -19.6%
82 DOW CALL DOW HLDGS INC Basic Materials 50,000.0 $2.1M 0.06% NEW $41.65 -13.8%
83 AER PUT AERCAP HOLDINGS NV Industrials 15,000.0 $2.1M 0.05% NEW $137.18 +1.7%
84 PLTR PALANTIR TECHNOLOGIES INC Technology 13,723.0 $2.0M 0.05% NEW $146.28 -6.2%
85 ASST CALL STRIVE INC Communication Services 200,000.0 $2.0M 0.05% NEW $10.02 +84.9%
86 CRDO CALL CREDO TECHNOLOGY GROUP HOLDI Technology 21,300.0 $2.0M 0.05% NEW $93.87 +106.0%
87 BA PUT BOEING CO Industrials 10,000.0 $2.0M 0.05% NEW $199.03 +10.3%
88 CODI CALL COMPASS DIVERSIFIED Industrials 250,000.0 $2.0M 0.05% NEW $7.86 +48.9%
89 ARKK PUT ARK ETF TR 28,000.0 $1.9M 0.05% NEW $67.59 +13.4%
90 PBF CALL PBF ENERGY INC Energy 38,600.0 $1.8M 0.05% NEW $47.62 -18.0%
91 PEP CALL PEPSICO INC Consumer Defensive 11,800.0 $1.8M 0.05% NEW $155.29 -4.1%
92 IVZ CALL INVESCO LTD Financial Services 75,000.0 $1.8M 0.05% NEW $24.29 +11.1%
93 CHDN CALL CHURCHILL DOWNS INC Consumer Cyclical 20,000.0 $1.8M 0.05% NEW $89.83 -4.8%
94 AEM CALL AGNICO EAGLE MINES LTD Basic Materials 8,700.0 $1.8M 0.05% NEW $202.98 -12.4%
95 RH PUT RH Consumer Cyclical 12,500.0 $1.7M 0.05% NEW $139.82 -4.8%
96 DNTH DIANTHUS THERAPEUTICS INC Healthcare 20,292.0 $1.7M 0.04% NEW $83.92 +6.8%
97 TTD CALL THE TRADE DESK INC Technology 75,000.0 $1.7M 0.04% NEW $22.69 -7.4%
98 AXSM CALL AXSOME THERAPEUTICS INC. Healthcare 10,000.0 $1.7M 0.04% NEW $169.02 +38.2%
99 HD PUT HOME DEPOT INC Consumer Cyclical 5,000.0 $1.6M 0.04% NEW $328.89 -4.6%
100 BX PUT BLACKSTONE INC Financial Services 14,300.0 $1.6M 0.04% NEW $114.99 +3.1%
Page 5 of 18  ·  358 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 20.4%
Healthcare 19.6%
Technology 18.7%
Consumer Cyclical 11.1%
Communication Services 10.3%
Industrials 7.0%
Energy 5.1%
Consumer Defensive 3.3%
Basic Materials 2.4%
Utilities 1.6%