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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 36 of 63  ·  1,251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 INGR INGREDION INC COM Consumer Defensive 42,182.0 $4.8M 0.01% +28K +203.9% $112.65 -9.3%
702 GFI GOLD FIELDS LTD SPONSORED ADR Basic Materials 104,515.0 $4.7M 0.01% +87K +503.1% $45.40 -11.7%
703 PBF PBF ENERGY INC CL A Energy 99,241.0 $4.7M 0.01% +19K +24.2% $47.62 -18.0%
704 MMS MAXIMUS INC COM Industrials 72,764.0 $4.7M 0.01% +57K +351.9% $64.10 -4.2%
705 BROS DUTCH BROS INC CL A Consumer Cyclical 91,750.0 $4.6M 0.01% +88K +2693.0% $50.66 +5.5%
706 SEADRILL LTD COM 101,474.0 $4.6M 0.01% +89K +725.7% $45.50
707 STANDARDAERO INC COM 177,643.0 $4.6M 0.01% +168K +1714.7% $25.83
708 TBBK BANCORP INC DEL COM Financial Services 84,465.0 $4.5M 0.01% +70K +479.2% $53.73 +2.2%
709 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 53,431.0 $4.5M 0.01% +36K +212.3% $84.63 -7.2%
710 RPD RAPID7 INC COM Technology 817,649.0 $4.5M 0.01% +213K +35.1% $5.51 +32.7%
711 MGRC MCGRATH RENTCORP COM Industrials 40,648.0 $4.5M 0.01% +9K +29.8% $110.29 -0.6%
712 ITRON INC NOTE 1.375 7/1 44,190.0 $4.4M 0.01% +36K +452.4% $100.61
713 TREX TREX INC COM Industrials 121,784.0 $4.4M 0.01% +18K +17.6% $36.42 +5.0%
714 IPI INTREPID POTASH INC COM Basic Materials 98,754.0 $4.2M 0.01% +93K +1773.2% $42.77 -5.6%
715 AVAV AEROVIRONMENT INC COM Industrials 22,939.0 $4.2M 0.01% +6K +36.6% $183.05 -10.9%
716 FEDERATED HERMES INC CL B 73,964.0 $4.2M 0.01% +16K +27.6% $56.70
717 DBX DROPBOX INC CL A Technology 184,334.0 $4.2M 0.01% +4K +2.5% $22.72 +19.9%
718 IHG INTERCONTINENTAL HOTELS GROU SPONSORED ADS Consumer Cyclical 31,212.0 $4.2M 0.00% +16K +100.0% $133.47 +15.5%
719 SHAK SHAKE SHACK INC CL A Consumer Cyclical 46,943.0 $4.2M 0.00% +30K +184.7% $88.47 -28.3%
720 BIRKENSTOCK HOLDING PLC COM 113,357.0 $4.1M 0.00% +20K +21.8% $35.83
Page 36 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%