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Portfolio (Quarterly) Guide ↗

SIG BROKERAGE, LP

· CIK 0001094429
13F Portfolio $3.2B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 656 New
Page 5 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MSFT PUT MICROSOFT CORP Technology 16,000.0 $7.7M 0.24% NEW — $483.62 +6.7%
82 AIG CALL AMERICAN INTL GROUP INC Financial Services 90,000.0 $7.7M 0.24% NEW — $85.55 -13.3%
83 V CALL VISA INC Financial Services 21,900.0 $7.7M 0.24% NEW — $350.71 +4.8%
84 COIN CALL COINBASE GLOBAL INC Financial Services 33,000.0 $7.5M 0.23% NEW — $226.14 -13.7%
85 CVNA CALL CARVANA CO Consumer Cyclical 17,600.0 $7.4M 0.23% NEW — $422.02 -84.6%
86 AMZN CALL AMAZON COM INC Consumer Cyclical 32,100.0 $7.4M 0.23% NEW — $230.82 +8.2%
87 PDD CALL PDD HOLDINGS INC Consumer Cyclical 63,000.0 $7.1M 0.22% NEW — $113.39 -31.6%
88 APP APPLOVIN CORP Technology 10,543.0 $7.1M 0.22% NEW — $673.82 -53.9%
89 EQT PUT EQT CORP Energy 128,600.0 $6.9M 0.21% NEW — $53.60 -5.2%
90 CCJ PUT CAMECO CORP Energy 74,500.0 $6.8M 0.21% NEW — $91.49 -3.7%
91 EEM CALL ISHARES TR — 122,500.0 $6.7M 0.21% NEW — $54.71 +24.3%
92 IWM ISHARES TR — 26,403.0 $6.5M 0.20% NEW — $246.16 +14.5%
93 CRWV PUT COREWEAVE INC Technology 90,000.0 $6.4M 0.20% NEW — $71.61 +22.3%
94 GILD GILEAD SCIENCES INC Healthcare 51,900.0 $6.4M 0.20% NEW — $122.74 +23.0%
95 SPGI S&P GLOBAL INC Financial Services 11,817.0 $6.2M 0.19% NEW — $522.59 -22.8%
96 CI CALL THE CIGNA GROUP Healthcare 22,300.0 $6.1M 0.19% NEW — $275.23 -1.2%
97 USO CALL UNITED STS OIL FD LP Financial Services 87,500.0 $6.1M 0.19% NEW — $69.16 +114.5%
98 EWZ ISHARES INC — 188,942.0 $6.0M 0.19% NEW — $31.77 +15.9%
99 SLV ISHARES SILVER TR Financial Services 91,101.0 $5.9M 0.18% NEW — $64.42 -9.7%
100 IREN CALL IREN LIMITED Financial Services 154,900.0 $5.9M 0.18% NEW — $37.77 +16.8%
Page 5 of 33  ·  656 positions

① 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 30.6%
Healthcare 17.5%
Technology 15.2%
Consumer Cyclical 9.5%
Communication Services 8.4%
Industrials 7.2%
Energy 3.9%
Consumer Defensive 3.1%
Basic Materials 2.5%
Utilities 1.9%