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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 51 of 63  ·  1,251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 ACT ENACT HLDGS INC COM Financial Services 22,491.0 $918K 0.00% +3K +17.5% $40.82 +6.4%
1002 ARVN ARVINAS INC COM Healthcare 86,231.0 $914K 0.00% +8K +10.3% $10.60 -14.1%
1003 PUT MATCH GROUP INC NEW 370,000.0 $911K 0.00% +310K +516.7% $2.46
1004 MAN MANPOWERGROUP INC WIS COM Industrials 30,744.0 $906K 0.00% +7K +28.1% $29.47 -7.6%
1005 FG F&G ANNUITIES & LIFE INC COMMON STOCK Financial Services 35,587.0 $901K 0.00% +2K +6.3% $25.32 +8.0%
1006 LTC LTC PPTYS INC COM Real Estate 24,226.0 $900K 0.00% +2K +10.7% $37.15 +3.9%
1007 CHT CHUNGHWA TELECOM CO LTD SPON ADR NEW11 Communication Services 21,264.0 $898K 0.00% +18K +582.6% $42.23 +4.1%
1008 CALL VERIZON COMMUNICATIONS INC 446,200.0 $880K 0.00% +231K +107.7% $1.97
1009 CALL SELECT SECTOR SPDR TR 1,370,600.0 $871K 0.00% +1.0M +303.1% $0.64
1010 CANADIAN PACIFIC KANSAS CITY COM 11,061.0 $870K 0.00% +6K +124.8% $78.65
1011 HTBK HERITAGE COMM CORP COM Financial Services 69,624.0 $869K 0.00% +33K +91.9% $12.48 +7.8%
1012 GPI GROUP 1 AUTOMOTIVE INC COM Consumer Cyclical 2,619.0 $866K 0.00% +716.0 +37.6% $330.66 -7.6%
1013 PCOR PROCORE TECHNOLOGIES INC COM Technology 15,130.0 $862K 0.00% +5K +46.1% $56.97 -16.9%
1014 XPEL XPEL INC COM Consumer Cyclical 19,474.0 $862K 0.00% +13K +205.2% $44.26 -2.3%
1015 FIDELIS INSURANCE HOLDINGS L COM 44,821.0 $857K 0.00% +29K +179.1% $19.12
1016 ITUB ITAU UNIBANCO HLDG S A SPON ADR REP PFD Financial Services 101,879.0 $854K 0.00% +66K +187.8% $8.38 -8.4%
1017 RARE ULTRAGENYX PHARMACEUTICAL IN COM Healthcare 40,387.0 $846K 0.00% +8K +25.4% $20.95 +7.2%
1018 SA SEABRIDGE GOLD INC COM Basic Materials 28,926.0 $820K 0.00% +803.0 +2.9% $28.35 -2.6%
1019 FNKO FUNKO INC COM CL A Consumer Cyclical 258,597.0 $815K 0.00% +248K +2249.0% $3.15 +48.8%
1020 MPLX MPLX LP COM UNIT REP LTD Energy 14,282.0 $815K 0.00% +4K +33.5% $57.06 -2.6%
Page 51 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%