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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 28 of 63  ·  1,251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 NWN NORTHWEST NAT HLDG CO COM Utilities 193,166.0 $10.3M 0.01% +28K +17.0% $53.22 -5.7%
542 AG FIRST MAJESTIC SILVER CORP COM Basic Materials 477,063.0 $10.2M 0.01% +346K +263.4% $21.48 -12.5%
543 SLVM SYLVAMO CORP COMMON STOCK Basic Materials 242,221.0 $10.2M 0.01% +19K +8.3% $42.24 -15.2%
544 CHE CHEMED CORP NEW COM Healthcare 27,062.0 $10.2M 0.01% +596.0 +2.2% $377.73 +16.9%
545 DKNG DRAFTKINGS INC NEW COM CL A Consumer Cyclical 471,128.0 $10.2M 0.01% +170K +56.4% $21.62 +18.1%
546 CRUS CIRRUS LOGIC INC COM Technology 70,190.0 $10.2M 0.01% +50K +254.7% $144.62 +11.4%
547 WPM WHEATON PRECIOUS METALS CORP COM Basic Materials 76,783.0 $10.1M 0.01% +67K +658.0% $131.01 -5.2%
548 DPZ DOMINOS PIZZA INC COM Consumer Cyclical 27,875.0 $10.0M 0.01% +14K +102.3% $358.78 -12.8%
549 CNP CENTERPOINT ENERGY INC COM Utilities 231,325.0 $10.0M 0.01% +19K +8.8% $43.16 -1.5%
550 BBIO BRIDGEBIO PHARMA INC COM Healthcare 134,217.0 $10.0M 0.01% +54K +68.2% $74.26 -8.1%
551 ROG ROGERS CORP COM Technology 92,453.0 $9.9M 0.01% +19K +26.3% $107.33 +21.9%
552 SSNC SS&C TECH HLDGS COM Technology 145,503.0 $9.8M 0.01% +103K +244.3% $67.57 -2.0%
553 SAP SAP SE SPON ADR Technology 57,299.0 $9.8M 0.01% +53K +1374.1% $171.21 +4.4%
554 BMNR BITMINE IMMERSION TECNOLOGIE COM NEW Financial Services 495,356.0 $9.8M 0.01% +235K +90.2% $19.78 -2.0%
555 BRBR BELLRING BRANDS INC COMMON STOCK Consumer Defensive 606,604.0 $9.8M 0.01% +326K +115.9% $16.09 -44.2%
556 ENS ENERSYS COM Industrials 56,016.0 $9.7M 0.01% +46K +436.7% $173.72 +25.2%
557 TSHA TAYSHA GENE THERAPIES INC COM Healthcare 2,176,742.0 $9.7M 0.01% +1.4M +178.5% $4.47 +16.1%
558 LEGN LEGEND BIOTECH CORP SPONSORED ADS Healthcare 535,658.0 $9.7M 0.01% +164K +44.1% $18.09 +48.9%
559 SMTC SEMTECH CORP COM Technology 125,582.0 $9.7M 0.01% +18K +16.5% $76.89 +75.3%
560 ADC AGREE RLTY CORP COM Real Estate 128,058.0 $9.7M 0.01% +116K +1000.6% $75.38 +0.2%
Page 28 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%