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Portfolio (Quarterly) Guide ↗

SG Americas Securities, LLC

· CIK 0001313360
13F Portfolio $92.9B AUM 3,194 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 287 New 1251 Added 1532 Reduced 709 Exited
Page 20 of 63  ·  1,251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 BRO BROWN & BROWN INC COM Financial Services 332,213.0 $21.7M 0.02% +111K +50.2% $65.21 -12.0%
382 CALL CITIGROUP INC 613,900.0 $21.5M 0.02% +104K +20.4% $35.06
383 SYF SYNCHRONY FINANCIAL COM Financial Services 315,520.0 $21.5M 0.02% +131K +71.4% $68.02 +4.4%
384 AWI ARMSTRONG WORLD INDS INC NEW COM Industrials 129,686.0 $21.4M 0.02% +31K +31.7% $164.80 -5.5%
385 CLS CELESTICA INC COM Technology 75,377.0 $21.2M 0.02% +6K +8.1% $281.68 +23.5%
386 VIPS VIPSHOP HLDGS LTD SPONSORED ADS A Consumer Cyclical 1,344,090.0 $21.1M 0.02% +411K +44.1% $15.72 -10.3%
387 SNX TD SYNNEX CORPORATION COM Technology 125,141.0 $21.1M 0.02% +49K +65.3% $168.71 +36.3%
388 CALL MICRON TECHNOLOGY INC 299,200.0 $21.0M 0.02% +101K +51.0% $70.03
389 TTD THE TRADE DESK INC COM CL A Technology 923,312.0 $20.9M 0.02% +520K +129.2% $22.69 -8.6%
390 GLPI GAMING & LEISURE P COM Real Estate 472,013.0 $20.9M 0.02% +109K +30.1% $44.37 +6.3%
391 FTV FORTIVE CORP COM Technology 378,363.0 $20.9M 0.02% +204K +117.0% $55.28 +6.3%
392 ALRM ALARM COM HLDGS INC COM Technology 483,486.0 $20.9M 0.02% +223K +85.3% $43.19 +0.9%
393 SNAP SNAP INC CL A Communication Services 4,535,783.0 $20.9M 0.02% +1.4M +44.7% $4.60 +21.0%
394 CPNG COUPANG INC CL A Consumer Cyclical 1,100,603.0 $20.8M 0.02% +112K +11.3% $18.88 -17.1%
395 FCNCA FIRST CTZNS BANCSHARES INC D CL A Financial Services 10,986.0 $20.7M 0.02% +8K +231.3% $1884.67 +4.3%
396 JBL JABIL INC COM Technology 77,882.0 $20.7M 0.02% +18K +30.7% $265.63 +29.1%
397 STLD STEEL DYNAMICS INC COM Basic Materials 114,401.0 $20.6M 0.02% +48K +71.3% $180.00 +26.1%
398 NTCT NETSCOUT SYS INC COM Technology 636,640.0 $20.2M 0.02% +187K +41.6% $31.79 +23.3%
399 SHO SUNSTONE HOTEL INVS INC NEW COM Real Estate 2,244,427.0 $20.2M 0.02% +2.1M +1899.5% $9.01 +15.9%
400 XLC SELECT SECTOR SPDR TR STATE STREET COM 181,740.0 $20.1M 0.02% +163K +886.0% $110.86 +4.4%
Page 20 of 63  ·  1,251 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
Technology 26.7%
Communication Services 16.0%
Financial Services 15.3%
Healthcare 10.4%
Industrials 8.5%
Consumer Cyclical 7.8%
Consumer Defensive 4.3%
Real Estate 3.8%
Energy 2.8%
Basic Materials 2.6%