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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 39 of 63  ·  1,251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 ACI ALBERTSONS COS INC COMMON STOCK Consumer Defensive 196,058.0 $3.3M 0.00% +14K +7.9% $17.04 -4.5%
762 TCBK TRICO BANCSHARES COM Financial Services 69,226.0 $3.3M 0.00% +49K +239.5% $47.54 +6.4%
763 MILLROSE PPTYS INC COM CL A 116,532.0 $3.3M 0.00% +92K +371.5% $28.00
764 CCC CCC INTELLIGENT SOLUTIONS HL COM Technology 542,286.0 $3.3M 0.00% +493K +1006.3% $6.00 -24.3%
765 TCOM TRIP COM GROUP LTD ADS Consumer Cyclical 64,904.0 $3.2M 0.00% +51K +381.8% $49.80 -2.5%
766 TLN TALEN ENERGY CORP COM Utilities 10,118.0 $3.2M 0.00% +8K +356.4% $319.23 +7.9%
767 CGNT COGNYTE SOFTWARE LTD ORD Technology 398,246.0 $3.2M 0.00% +196K +97.3% $8.10 +22.5%
768 GRPN GROUPON INC COM NEW Communication Services 270,682.0 $3.2M 0.00% +73K +37.0% $11.90 +53.1%
769 WD WALKER & DUNLOP INC COM Financial Services 72,175.0 $3.2M 0.00% +23K +45.5% $44.38 +12.1%
770 FCPT FOUR CORNERS PPTY TR INC COM Real Estate 135,344.0 $3.2M 0.00% +108K +395.7% $23.65 +5.7%
771 SCL STEPAN CO COM Basic Materials 63,873.0 $3.2M 0.00% +17K +37.6% $49.97 +1.5%
772 COPX GLOBAL X FDS GLOBAL X COPPER 41,297.0 $3.2M 0.00% +27K +195.1% $76.35 +8.7%
773 BTDR BITDEER TECHNOLOGIES GROUP CL A ORD Technology 361,255.0 $3.1M 0.00% +205K +130.5% $8.65 +72.5%
774 WSFS WSFS FINL CORP COM Financial Services 47,704.0 $3.1M 0.00% +17K +55.9% $65.47 +9.7%
775 BOKF BOK FINL CORP COM NEW Financial Services 24,026.0 $3.1M 0.00% +19K +352.3% $128.07 +1.3%
776 DDS DILLARDS INC CL A Consumer Cyclical 5,321.0 $3.0M 0.00% +5K +1773.6% $572.07 -3.5%
777 ADT ADT INC DEL COM Industrials 461,671.0 $3.0M 0.00% +308K +201.0% $6.57 +6.6%
778 POWL POWELL INDS INC COM Industrials 5,590.0 $3.0M 0.00% +1K +30.0% $541.14 -49.9%
779 PUT ZILLOW GROUP INC 538,000.0 $3.0M 0.00% +18K +3.5% $5.60
780 PUT ISHARES TR 1,658,500.0 $3.0M 0.00% +1.1M +175.5% $1.81
Page 39 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%