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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 6 of 18  ·  358 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GWW PUT WW GRAINGER INC Industrials 1,500.0 $1.6M 0.04% NEW $1090.81 +13.6%
102 IGV CALL ISHARES TR 20,000.0 $1.6M 0.04% NEW $80.05 +15.5%
103 WRBY PUT WARBY PARKER INC Healthcare 75,000.0 $1.6M 0.04% NEW $21.07 +16.0%
104 PUT MIAMI INTL HLDGS INC 40,000.0 $1.6M 0.04% NEW $38.92
105 ROKU PUT ROKU INC Communication Services 16,400.0 $1.6M 0.04% NEW $94.62 +31.2%
106 MTZ PUT MASTEC INC Industrials 4,600.0 $1.5M 0.04% NEW $321.74 +20.8%
107 KLAC PUT KLA CORP Technology 1,000.0 $1.5M 0.04% NEW $1472.41 +25.1%
108 CRUS CALL CIRRUS LOGIC INC Technology 10,000.0 $1.4M 0.04% NEW $144.62 +15.2%
109 CRUS PUT CIRRUS LOGIC INC Technology 10,000.0 $1.4M 0.04% NEW $144.62 +15.2%
110 PG CALL PROCTER & GAMBLE CO Consumer Defensive 10,000.0 $1.4M 0.04% NEW $144.44 -1.4%
111 TSLA TESLA INC Consumer Cyclical 3,843.0 $1.4M 0.04% NEW $371.75 +12.2%
112 MET PUT METLIFE INC Financial Services 20,000.0 $1.4M 0.04% NEW $70.72 +19.2%
113 LITE PUT LUMENTUM HLDGS INC Technology 2,000.0 $1.4M 0.04% NEW $702.76 +37.2%
114 PARR CALL PAR PAC HOLDINGS INC Energy 22,300.0 $1.4M 0.04% NEW $62.64 -7.7%
115 CEG CALL CONSTELLATION ENERGY CORP Utilities 5,000.0 $1.4M 0.04% NEW $279.25 +2.4%
116 BROS CALL DUTCH BROS INC Consumer Cyclical 27,100.0 $1.4M 0.04% NEW $50.66 +5.5%
117 NOC PUT NORTHROP GRUMMAN CORP Industrials 2,000.0 $1.4M 0.04% NEW $682.24 -19.2%
118 COHR CALL COHERENT CORP Technology 5,700.0 $1.4M 0.04% NEW $238.21 +58.7%
119 CSL CALL CARLISLE COS INC Industrials 4,000.0 $1.3M 0.04% NEW $333.62 -0.4%
120 PHAT CALL PHATHOM PHARMACEUTICALS INC Healthcare 120,000.0 $1.3M 0.04% NEW $11.11 +6.8%
Page 6 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%