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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 43 of 180  ·  3,598 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 BCS BARCLAYS PLC ADR Financial Services 334,286.0 $8.5M 0.01% NEW $25.45 +5.4%
842 CALL INTEL CORP 2,793,000.0 $8.5M 0.01% NEW $3.04
843 SOXX ISHARES TR ISHARES SEMICDTR 28,198.0 $8.5M 0.01% NEW $301.16 +72.7%
844 CHWY CHEWY INC CL A Consumer Cyclical 255,936.0 $8.5M 0.01% NEW $33.05 -27.3%
845 NTRA NATERA INC COM Healthcare 36,918.0 $8.5M 0.01% NEW $229.10 +44.9%
846 MAGN MAGNERA CORP COM SHS Industrials 557,810.0 $8.4M 0.01% NEW $15.14 -18.5%
847 MOD MODINE MFG CO COM Consumer Cyclical 63,164.0 $8.4M 0.01% NEW $133.51 +48.1%
848 BCPC BALCHEM CORP COM Basic Materials 54,841.0 $8.4M 0.01% NEW $153.35 +18.2%
849 MKL MARKEL GROUP INC COM Financial Services 3,909.0 $8.4M 0.01% NEW $2149.65 -16.5%
850 APTIV PLC COM SHS 110,426.0 $8.4M 0.01% NEW $76.09
851 MLYS MINERALYS THERAPEUTICS INC COM Healthcare 230,795.0 $8.4M 0.01% NEW $36.29 -29.3%
852 CALL BOOKING HOLDINGS INC 6,200.0 $8.4M 0.01% NEW $1347.74
853 CRBG COREBRIDGE FINL INC COM 276,608.0 $8.3M 0.01% NEW $30.17
854 HLI HOULIHAN LOKEY INC CL A Financial Services 47,894.0 $8.3M 0.01% NEW $174.20 -25.9%
855 MSGE SPHERE ENTERTAINMENT CO CL A Communication Services 87,283.0 $8.3M 0.01% NEW $95.08 -16.0%
856 MTD METTLER TOLEDO INTERNATIONAL COM Healthcare 5,924.0 $8.3M 0.01% NEW $1394.16 +0.1%
857 CELH CELSIUS HLDGS INC COM NEW Consumer Defensive 180,419.0 $8.3M 0.01% NEW $45.74 -27.1%
858 MRNA MODERNA INC COM Healthcare 278,798.0 $8.2M 0.01% NEW $29.49 +392.1%
859 XLY SELECT SECTOR SPDR TR STATE STREET CON 68,848.0 $8.2M 0.01% NEW $119.41 -1.2%
860 WGS GENEDX HOLDINGS CORP COM CL A Healthcare 63,181.0 $8.2M 0.01% NEW $130.05 -33.1%
Page 43 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%