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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 65 of 180  ·  3,598 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 MORN MORNINGSTAR INC COM Financial Services 15,090.0 $3.3M 0.00% NEW $217.30 -20.2%
1282 WS WORTHINGTON STL INC COM SHS Basic Materials 94,562.0 $3.3M 0.00% NEW $34.62 +13.1%
1283 REMX VANECK ETF TRUST RARE EARTH AND S 44,212.0 $3.3M 0.00% NEW $73.92 +29.5%
1284 CALL INTUITIVE SURGICAL INC 46,300.0 $3.3M 0.00% NEW $70.54
1285 DAWN DAY ONE BIOPHARMACEUTICALS I COM Healthcare 350,092.0 $3.3M 0.00% NEW $9.32 +131.0%
1286 CTLP CANTALOUPE INC COM Technology 306,943.0 $3.3M 0.00% NEW $10.62 +5.5%
1287 HWKN HAWKINS INC COM Basic Materials 22,803.0 $3.2M 0.00% NEW $142.04 +7.5%
1288 SMH VANECK ETF TRUST SEMICONDUCTR ETF 8,990.0 $3.2M 0.00% NEW $360.18 +57.6%
1289 HUBG HUB GROUP INC CL A Industrials 75,985.0 $3.2M 0.00% NEW $42.61 -4.5%
1290 AXSM AXSOME THERAPEUTICS INC COM Healthcare 17,681.0 $3.2M 0.00% NEW $182.63 +27.9%
1291 ECVT ECOVYST INC COM Basic Materials 331,184.0 $3.2M 0.00% NEW $9.73 +37.0%
1292 UPWK UPWORK INC COM Industrials 162,256.0 $3.2M 0.00% NEW $19.82 -56.3%
1293 WEBULL CORP ORD SHS 413,279.0 $3.2M 0.00% NEW $7.77
1294 KRMN KARMAN HLDGS INC COMMON STOCK Industrials 43,751.0 $3.2M 0.00% NEW $73.16 -10.7%
1295 UCTT ULTRA CLEAN HLDGS INC COM Technology 126,043.0 $3.2M 0.00% NEW $25.33 +216.7%
1296 KMPR KEMPER CORP COM Financial Services 78,507.0 $3.2M 0.00% NEW $40.54 -26.8%
1297 DT DYNATRACE INC COM NEW Technology 73,295.0 $3.2M 0.00% NEW $43.35 -9.7%
1298 AHR AMERICAN HEALTHCARE REIT INC COM SHS Real Estate 67,444.0 $3.2M 0.00% NEW $47.06 +6.5%
1299 TCBI TEXAS CAP BANCSHARES INC COM Financial Services 34,942.0 $3.2M 0.00% NEW $90.55 +9.1%
1300 CHRW C H ROBINSON WORLDWIDE INC COM NEW Industrials 19,667.0 $3.2M 0.00% NEW $160.78 +10.8%
Page 65 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%