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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 35 of 39  ·  769 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 VALE PUT VALE S A Basic Materials 15,000.0 $239K 0.01% $15.91 +2.8%
682 TWLO TWILIO INC Communication Services 1,891.0 $238K 0.01% -326.0 -14.7% $125.82 +50.5%
683 MAS MASCO CORP Industrials 3,919.0 $237K 0.01% -312.0 -7.4% $60.37 +11.2%
684 BROS DUTCH BROS INC Consumer Cyclical 4,665.0 $236K 0.01% NEW $50.66 +5.5%
685 NOC NORTHROP GRUMMAN CORP Industrials 340.0 $232K 0.01% -3K -90.8% $682.24 -19.2%
686 PSX PHILLIPS 66 Energy 1,273.0 $232K 0.01% NEW $182.18 -1.6%
687 SYM SYMBOTIC INC Industrials 4,324.0 $230K 0.01% NEW $53.20 -6.1%
688 SNAP CALL SNAP INC Communication Services 50,000.0 $230K 0.01% NEW $4.60 +22.3%
689 SNAP PUT SNAP INC Communication Services 50,000.0 $230K 0.01% NEW $4.60 +22.3%
690 OWL PUT BLUE OWL CAPITAL INC Financial Services 25,000.0 $228K 0.01% NEW $9.13 +11.7%
691 ADBE ADOBE INC Technology 938.0 $228K 0.01% NEW $243.08 +0.4%
692 URNM SPROTT FDS TR 3,600.0 $227K 0.01% NEW $63.15 -8.0%
693 INDI CALL INDIE SEMICONDUCTOR INC Technology 70,000.0 $225K 0.01% NEW $3.22 +29.8%
694 NXT NEXTPOWER INC Technology 1,825.0 $220K 0.01% NEW $120.55 +0.4%
695 WHR PUT WHIRLPOOL CORP Consumer Cyclical 4,000.0 $216K 0.01% $53.92 -23.0%
696 CRCL CIRCLE INTERNET GROUP INC Financial Services 2,257.0 $215K 0.01% NEW $95.41 +20.4%
697 RGLD ROYAL GOLD INC Basic Materials 846.0 $215K 0.01% -303.0 -26.4% $254.49 -12.3%
698 CIFR CALL CIPHER DIGITAL INC Financial Services 16,700.0 $215K 0.01% $12.87 +67.2%
699 RKT ROCKET COS INC Financial Services 14,933.0 $213K 0.01% -109K -88.0% $14.25 -4.4%
700 RKT PUT ROCKET COS INC Financial Services 14,800.0 $211K 0.01% -10K -40.8% $14.25 -4.4%
Page 35 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%