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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 41 of 180  ·  3,598 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 RH RH COM Consumer Cyclical 52,358.0 $9.4M 0.01% NEW $179.15 -14.5%
802 TRIP COM GROUP LTD NOTE 0.750 6/1 76,000.0 $9.4M 0.01% NEW $123.42
803 BBWI BATH & BODY WORKS INC COM Consumer Cyclical 466,338.0 $9.4M 0.01% NEW $20.08 -3.1%
804 FOXA FOX CORP CL A COM Communication Services 128,029.0 $9.4M 0.01% NEW $73.07 -6.2%
805 HAMILTON INSURANCE GROUP LTD CL B 335,152.0 $9.4M 0.01% NEW $27.90
806 EHC ENCOMPASS HEALTH CORP COM Healthcare 88,054.0 $9.3M 0.01% NEW $106.14 +13.4%
807 ZBH ZIMMER BIOMET HOLDINGS INC COM Healthcare 103,462.0 $9.3M 0.01% NEW $89.92 +12.3%
808 BZ KANZHUN LIMITED SPONSORED ADS Industrials 456,192.0 $9.3M 0.01% NEW $20.38 -21.7%
809 XLF SELECT SECTOR SPDR TR STATE STREET FIN 169,370.0 $9.3M 0.01% NEW $54.77 +5.0%
810 MTSI MACOM TECH SOLUTIONS HLDGS I COM Technology 54,033.0 $9.3M 0.01% NEW $171.28 +55.7%
811 MWA MUELLER WTR PRODS INC COM SER A Industrials 387,050.0 $9.2M 0.01% NEW $23.82 +4.7%
812 BAP CREDICORP LTD COM Financial Services 32,053.0 $9.2M 0.01% NEW $286.99 +32.0%
813 RPD RAPID7 INC COM Technology 605,116.0 $9.2M 0.01% NEW $15.20 -22.0%
814 LINE LINEAGE INC COM Real Estate 261,871.0 $9.2M 0.01% NEW $35.00 +18.9%
815 XLK SELECT SECTOR SPDR TR STATE STREET TEC 63,559.0 $9.2M 0.01% NEW $143.98 +27.3%
816 REZI RESIDEO TECHNOLOGIES INC COM Industrials 259,310.0 $9.1M 0.01% NEW $35.12 -42.3%
817 TDOC TELADOC HEALTH INC COM Healthcare 1,297,185.0 $9.1M 0.01% NEW $7.00 -8.7%
818 NOG NORTHERN OIL & GAS INC COM Energy 421,809.0 $9.1M 0.01% NEW $21.47 +27.3%
819 ACMR ACM RESH INC COM CL A Technology 229,481.0 $9.1M 0.01% NEW $39.45 +101.3%
820 CALL BANK AMERICA CORP 1,536,800.0 $9.1M 0.01% NEW $5.89
Page 41 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 39.4%
Financial Services 12.0%
Industrials 9.4%
Healthcare 8.6%
Consumer Cyclical 8.6%
Communication Services 7.7%
Consumer Defensive 4.3%
Real Estate 2.9%
Basic Materials 2.6%
Utilities 2.3%