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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 20 of 180  ·  3,598 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 PATK PATRICK INDS INC COM Consumer Cyclical 259,365.0 $28.1M 0.04% NEW $108.43 -18.0%
382 CLX CLOROX CO DEL COM Consumer Defensive 278,345.0 $28.1M 0.04% NEW $100.83 -7.9%
383 RBLX ROBLOX CORP CL A Technology 345,881.0 $28.0M 0.04% NEW $81.03 -45.2%
384 PHM PULTE GROUP INC COM Consumer Cyclical 237,576.0 $27.9M 0.04% NEW $117.26 -5.6%
385 EQR EQUITY RESIDENTIAL SH BEN INT Real Estate 441,270.0 $27.8M 0.04% NEW $63.04 +4.2%
386 FISV FISERV INC COM Technology 413,720.0 $27.8M 0.04% NEW $67.17 -16.7%
387 WST WEST PHARMACEUTICAL SVSC INC COM Healthcare 100,909.0 $27.8M 0.04% NEW $275.14 +11.0%
388 EQT EQT CORP COM Energy 517,651.0 $27.7M 0.04% NEW $53.60 +10.8%
389 ATAT ATOUR LIFESTYLE HLDGS LTD SPONSORED ADS Consumer Cyclical 702,496.0 $27.7M 0.04% NEW $39.40 -6.5%
390 AMKR AMKOR TECHNOLOGY INC COM Technology 700,049.0 $27.6M 0.04% NEW $39.48 +67.0%
391 CDNS CADENCE DESIGN SYSTEM INC COM Technology 88,419.0 $27.6M 0.04% NEW $312.58 +9.7%
392 UPS UNITED PARCEL SERVICE INC CL B Industrials 277,095.0 $27.5M 0.04% NEW $99.19 -2.8%
393 ACGL ARCH CAP GROUP LTD ORD Financial Services 285,210.0 $27.4M 0.04% NEW $95.92 +0.7%
394 PAR PAR TECHNOLOGY CORP COM Technology 751,761.0 $27.3M 0.04% NEW $36.28 -60.1%
395 SO SOUTHERN CO COM Utilities 311,075.0 $27.1M 0.04% NEW $87.20 +8.8%
396 TTWO TAKE-TWO INTERACTIVE SOFTWAR COM Communication Services 105,860.0 $27.1M 0.04% NEW $256.03 -7.0%
397 LECO LINCOLN ELEC HLDGS INC COM Industrials 112,508.0 $27.0M 0.03% NEW $239.64 +6.8%
398 FOX FOX CORP CL B COM Communication Services 413,037.0 $26.8M 0.03% NEW $64.93 -10.1%
399 CUBE CUBESMART COM Real Estate 739,382.0 $26.7M 0.03% NEW $36.05 +8.0%
400 CPRT COPART INC COM Industrials 675,048.0 $26.4M 0.03% NEW $39.15 -15.0%
Page 20 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%