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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 50 of 180  ·  3,598 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 CF CF INDS HLDGS INC COM Basic Materials 83,779.0 $6.5M 0.01% NEW $77.33 +57.4%
982 SAIA SAIA INC COM Industrials 19,817.0 $6.5M 0.01% NEW $326.54 +42.9%
983 MTZ MASTEC INC COM Industrials 29,769.0 $6.5M 0.01% NEW $217.37 +78.8%
984 RBRK RUBRIK INC. CL A Technology 84,589.0 $6.5M 0.01% NEW $76.48 -12.5%
985 BEN FRANKLIN RESOURCES INC COM Financial Services 270,740.0 $6.5M 0.01% NEW $23.89 +29.2%
986 DRS LEONARDO DRS INC COM Industrials 189,419.0 $6.5M 0.01% NEW $34.09 +30.7%
987 TKR TIMKEN CO COM Industrials 76,598.0 $6.4M 0.01% NEW $84.13 +39.3%
988 PFGC PERFORMANCE FOOD GROUP CO COM Consumer Defensive 71,580.0 $6.4M 0.01% NEW $89.91 +5.2%
989 PRDO PERDOCEO ED CORP COM Consumer Defensive 218,829.0 $6.4M 0.01% NEW $29.33 +15.3%
990 PZZA PAPA JOHNS INTL INC COM Consumer Cyclical 166,704.0 $6.4M 0.01% NEW $38.49 -16.0%
991 IVT INVENTRUST PPTYS CORP COM NEW Real Estate 227,312.0 $6.4M 0.01% NEW $28.21 +16.2%
992 PERIMETER SOLUTIONS INC COMMON STOCK 230,940.0 $6.4M 0.01% NEW $27.53
993 LNT ALLIANT ENERGY CORP COM Utilities 96,789.0 $6.3M 0.01% NEW $65.01 +12.7%
994 EWH ISHARES INC MSCI HONG KG ETF 295,045.0 $6.3M 0.01% NEW $21.25 +12.1%
995 WY WEYERHAEUSER CO MTN BE COM NEW Real Estate 264,554.0 $6.3M 0.01% NEW $23.69 -1.9%
996 BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 119,494.0 $6.3M 0.01% NEW $52.39
997 WLDN WILLDAN GROUP INC COM Industrials 60,357.0 $6.3M 0.01% NEW $103.67 -10.7%
998 ABCB AMERIS BANCORP COM Financial Services 84,129.0 $6.2M 0.01% NEW $74.27 +14.1%
999 AMH AMERICAN HOMES 4 RENT CL A Real Estate 194,184.0 $6.2M 0.01% NEW $32.10 +0.0%
1000 SHLS SHOALS TECHNOLOGIES GROUP IN CL A Energy 732,648.0 $6.2M 0.01% NEW $8.50 +13.9%
Page 50 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%