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Portfolio (Quarterly) Guide ↗

SG Americas Securities, LLC

· CIK 0001313360
13F Portfolio $78.3B AUM 3,598 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3598 New
Page 105 of 180  ·  3,598 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2081 QTWO Q2 HLDGS INC COM Technology 12,832.0 $926K 0.00% NEW $72.16 -34.8%
2082 XHR XENIA HOTELS & RESORTS INC COM Real Estate 65,445.0 $925K 0.00% NEW $14.13 +19.6%
2083 KTB KONTOOR BRANDS INC COM Consumer Cyclical 15,144.0 $925K 0.00% NEW $61.08 +13.6%
2084 PENNYMAC CORP NOTE 8.500 6/0 8,770.0 $925K 0.00% NEW $105.47
2085 USPH U S PHYSICAL THERAPY COM Healthcare 11,828.0 $924K 0.00% NEW $78.12 -20.3%
2086 CALL JPMORGAN CHASE & CO. 36,400.0 $923K 0.00% NEW $25.36
2087 BRC BRADY CORP CL A Industrials 11,735.0 $920K 0.00% NEW $78.40 +7.9%
2088 NHI NATIONAL HEALTH INVS INC COM Real Estate 12,042.0 $920K 0.00% NEW $76.40 +0.2%
2089 CCB COASTAL FINL CORP WA COM NEW Financial Services 8,015.0 $918K 0.00% NEW $114.54 -38.6%
2090 HLIO HELIOS TECHNOLOGIES INC COM Industrials 17,120.0 $916K 0.00% NEW $53.50 +45.7%
2091 BUSE FIRST BUSEY CORP COM NEW Financial Services 38,442.0 $915K 0.00% NEW $23.80 +12.8%
2092 CALL VALERO ENERGY CORP 181,600.0 $913K 0.00% NEW $5.03
2093 LEU CENTRUS ENERGY CORP CL A Energy 3,752.0 $911K 0.00% NEW $242.80 -27.0%
2094 MCY MERCURY GENL CORP NEW COM Financial Services 9,684.0 $911K 0.00% NEW $94.07 +8.8%
2095 ATEN A10 NETWORKS INC COM Technology 51,448.0 $910K 0.00% NEW $17.69 +60.2%
2096 ABR ARBOR REALTY TRUST INC COM Real Estate 117,042.0 $908K 0.00% NEW $7.76 -23.8%
2097 CELCUITY INC NOTE 2.750 8/0 4,200.0 $906K 0.00% NEW $215.71
2098 OUTFRONT MEDIA INC COM NEW 37,532.0 $905K 0.00% NEW $24.11
2099 WMG WARNER MUSIC GROUP CORP COM CL A Communication Services 29,508.0 $905K 0.00% NEW $30.67 +10.6%
2100 ASAN ASANA INC CL A Technology 65,810.0 $902K 0.00% NEW $13.71 -53.6%
Page 105 of 180  ·  3,598 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 38.2%
Financial Services 11.8%
Communication Services 10.2%
Industrials 9.1%
Healthcare 8.4%
Consumer Cyclical 8.4%
Consumer Defensive 4.1%
Real Estate 2.8%
Basic Materials 2.5%
Utilities 2.2%