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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 32 of 39  ·  769 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 MELI CALL MERCADOLIBRE INC Consumer Cyclical 200.0 $346K 0.01% $1729.02 -3.0%
622 TRGP TARGA RES CORP Energy 1,370.0 $344K 0.01% NEW $250.73 +8.0%
623 DIOD CALL DIODES INC Technology 5,000.0 $341K 0.01% NEW $68.26 +41.1%
624 DIOD PUT DIODES INC Technology 5,000.0 $341K 0.01% NEW $68.26 +41.1%
625 HLF CALL HERBALIFE LTD Consumer Defensive 23,000.0 $339K 0.01% $14.72 -13.8%
626 TMUS T-MOBILE US INC Communication Services 1,599.0 $336K 0.01% -3K -64.3% $210.03 -9.5%
627 ARKG ARK ETF TR 12,635.0 $334K 0.01% -31K -70.9% $26.42 +15.6%
628 EPD CALL ENTERPRISE PRODS PARTNERS L Energy 8,700.0 $329K 0.01% NEW $37.84 +4.3%
629 ALAB CALL ASTERA LABS INC Technology 3,000.0 $329K 0.01% NEW $109.60 +171.8%
630 MPWR PUT MONOLITHIC PWR SYS INC Technology 300.0 $328K 0.01% NEW $1093.35 +42.8%
631 ORLA CALL ORLA MNG LTD NEW Basic Materials 20,000.0 $323K 0.01% NEW $16.13 -23.9%
632 BBY PUT BEST BUY INC Consumer Cyclical 5,000.0 $321K 0.01% NEW $64.20 -4.8%
633 KMX CARMAX INC Consumer Cyclical 7,576.0 $315K 0.01% NEW $41.58 -6.4%
634 SUI CALL SUN CMNTYS INC Real Estate 2,500.0 $315K 0.01% NEW $125.96 -2.4%
635 EOG EOG RES INC Energy 2,157.0 $312K 0.01% +111.0 +5.4% $144.57 -3.2%
636 APLD CALL APPLIED DIGITAL CORP Technology 13,100.0 $311K 0.01% $23.74 +102.3%
637 APLD PUT APPLIED DIGITAL CORP Technology 13,100.0 $311K 0.01% -3K -18.6% $23.74 +102.3%
638 WMT PUT WALMART INC Consumer Defensive 2,500.0 $311K 0.01% -2K -44.4% $124.28 +5.3%
639 ICLR CALL ICON PLC Healthcare 2,800.0 $310K 0.01% NEW $110.66 +5.3%
640 ICLR PUT ICON PLC Healthcare 2,800.0 $310K 0.01% NEW $110.66 +5.3%
Page 32 of 39  ·  769 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%