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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 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 RTX PUT RTX CORPORATION Industrials 2,500.0 $482K 0.01% -4K -61.5% $192.90 -9.4%
102 DIS CALL DISNEY WALT CO Communication Services 5,000.0 $482K 0.01% -5K -50.0% $96.38 +7.5%
103 EL LAUDER ESTEE COS INC Consumer Defensive 6,675.0 $479K 0.01% -5K -44.6% $71.77 +9.9%
104 ANF PUT ABERCROMBIE & FITCH CO Consumer Cyclical 5,000.0 $457K 0.01% -2K -26.5% $91.37 -16.3%
105 ABBV CALL ABBVIE INC Healthcare 2,000.0 $435K 0.01% -3K -60.0% $217.49 -1.3%
106 NOK NOKIA CORP Technology 54,054.0 $435K 0.01% -16K -22.6% $8.04 +76.4%
107 A AGILENT TECHNOLOGIES INC Healthcare 3,491.0 $398K 0.01% -534.0 -13.3% $113.98 +0.7%
108 FIS PUT FIDELITY NATL INFORMATION SV Technology 7,500.0 $352K 0.01% -10K -57.1% $46.91 -7.0%
109 HOOD CALL ROBINHOOD MKTS INC Financial Services 5,000.0 $346K 0.01% -20K -80.0% $69.30 +9.6%
110 TMUS T-MOBILE US INC Communication Services 1,599.0 $336K 0.01% -3K -64.3% $210.03 -9.5%
111 ARKG ARK ETF TR 12,635.0 $334K 0.01% -31K -70.9% $26.42 +15.6%
112 APLD PUT APPLIED DIGITAL CORP Technology 13,100.0 $311K 0.01% -3K -18.6% $23.74 +102.3%
113 WMT PUT WALMART INC Consumer Defensive 2,500.0 $311K 0.01% -2K -44.4% $124.28 +5.3%
114 CORZ PUT CORE SCIENTIFIC INC NEW Technology 20,000.0 $299K 0.01% -105K -84.0% $14.96 +65.9%
115 DVN DEVON ENERGY CORP NEW Energy 5,739.0 $289K 0.01% -3K -30.9% $50.32 -6.4%
116 LOW LOWES COS INC Consumer Cyclical 1,170.0 $276K 0.01% -298.0 -20.3% $236.28 -8.0%
117 ZTS ZOETIS INC Healthcare 2,266.0 $268K 0.01% -1K -32.6% $118.21 -32.6%
118 LEN LENNAR CORP Consumer Cyclical 2,896.0 $251K 0.01% -2K -35.0% $86.84 +2.3%
119 TWLO TWILIO INC Communication Services 1,891.0 $238K 0.01% -326.0 -14.7% $125.82 +50.5%
120 MAS MASCO CORP Industrials 3,919.0 $237K 0.01% -312.0 -7.4% $60.37 +11.2%
Page 6 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%