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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 2 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 B CALL BARRICK MNG CORP Basic Materials 200,000.0 $8.2M 0.22% -100K -33.3% $40.79 +1.1%
22 VRTX VERTEX PHARMACEUTICALS INC Healthcare 17,605.0 $7.9M 0.21% -3K -15.6% $446.54 -3.6%
23 SBUX CALL STARBUCKS CORP Consumer Cyclical 86,700.0 $7.8M 0.20% -183K -67.8% $89.59 +18.9%
24 SMH CALL VANECK ETF TRUST 18,800.0 $7.2M 0.19% -17K -48.1% $383.40 +48.0%
25 GILD GILEAD SCIENCES INC Healthcare 51,303.0 $7.2M 0.19% -597.0 -1.1% $139.37 -6.4%
26 PUT SANDISK CORP 11,000.0 $7.0M 0.18% -4K -26.7% $635.34
27 INTC CALL INTEL CORP Technology 146,000.0 $6.4M 0.17% -89K -37.9% $44.13 +168.5%
28 NVDA PUT NVIDIA CORPORATION Technology 33,900.0 $5.9M 0.16% -23K -40.0% $174.40 +25.9%
29 AIG CALL AMERICAN INTL GROUP INC Financial Services 77,800.0 $5.9M 0.15% -12K -13.6% $75.25 +4.5%
30 APOS CALL APOLLO GLOBAL MGMT INC Financial Services 50,000.0 $5.6M 0.15% -473K -90.4% $111.42 -76.5%
31 AMZN CALL AMAZON COM INC Consumer Cyclical 26,000.0 $5.4M 0.14% -6K -19.0% $208.27 +28.9%
32 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 31,000.0 $4.5M 0.12% -298K -90.6% $146.28 -6.2%
33 XLK PUT SELECT SECTOR SPDR TR 31,000.0 $4.1M 0.11% -30K -49.2% $132.90 +34.4%
34 CSCO PUT CISCO SYS INC Technology 52,500.0 $4.1M 0.11% -20K -27.6% $77.59 +52.3%
35 AMD PUT ADVANCED MICRO DEVICES INC Technology 20,000.0 $4.1M 0.11% -5K -20.0% $203.43 +121.0%
36 IREN CALL IREN LIMITED Financial Services 118,000.0 $4.0M 0.11% -37K -23.8% $34.28 +69.4%
37 SPGI S&P GLOBAL INC Financial Services 8,785.0 $3.7M 0.10% -3K -25.7% $425.34 -2.0%
38 KRE SPDR SERIES TRUST 51,156.0 $3.3M 0.09% -3K -6.2% $65.15 +6.2%
39 NXT PUT NEXTPOWER INC Technology 27,000.0 $3.3M 0.09% -8K -22.9% $120.55 +0.4%
40 SPY CALL STATE STR SPDR S&P 500 ETF T Financial Services 5,000.0 $3.3M 0.09% -19K -78.9% $650.34 +14.2%
Page 2 of 7  ·  133 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%