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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 66 of 180  ·  3,598 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 SEZL SEZZLE INC COM Financial Services 49,749.0 $3.2M 0.00% NEW $63.48 +65.3%
1302 OSG OCTAVE SPECIALTY GROUP INC COM NEW Financial Services 403,237.0 $3.1M 0.00% NEW $7.78 -26.2%
1303 ACI ALBERTSONS COS INC COMMON STOCK Consumer Defensive 181,644.0 $3.1M 0.00% NEW $17.17 -5.2%
1304 ORI OLD REP INTL CORP COM Financial Services 68,240.0 $3.1M 0.00% NEW $45.63 -13.1%
1305 BSY BENTLEY SYS INC COM CL B Technology 81,586.0 $3.1M 0.00% NEW $38.17 -12.7%
1306 SMP STANDARD MTR PRODS INC COM Consumer Cyclical 84,194.0 $3.1M 0.00% NEW $36.86 +0.7%
1307 UBER TECHNOLOGIES INC NOTE 0.87512/0 23,880.0 $3.1M 0.00% NEW $129.90
1308 MXL MAXLINEAR INC COM Technology 177,850.0 $3.1M 0.00% NEW $17.43 +471.8%
1309 MOOG INC CL A 12,691.0 $3.1M 0.00% NEW $243.56
1310 ARRAY TECHNOLOGIES INC NOTE 1.00012/0 34,000.0 $3.1M 0.00% NEW $90.85
1311 SIRI SIRIUSXM HOLDINGS INC COMMON STOCK Communication Services 154,078.0 $3.1M 0.00% NEW $20.00 +35.3%
1312 FIVN FIVE9 INC COM Technology 152,413.0 $3.1M 0.00% NEW $20.05 +8.9%
1313 MKSI MKS INC. COM Technology 19,124.0 $3.1M 0.00% NEW $159.80 +96.0%
1314 NYT NEW YORK TIMES CO CL A Communication Services 43,940.0 $3.0M 0.00% NEW $69.41 +7.0%
1315 LSTR LANDSTAR SYS INC COM Industrials 21,157.0 $3.0M 0.00% NEW $143.69 +33.0%
1316 ALK ALASKA AIR GROUP INC COM Industrials 60,266.0 $3.0M 0.00% NEW $50.29 -18.3%
1317 FEDERATED HERMES INC CL B 57,952.0 $3.0M 0.00% NEW $52.08
1318 VERASTEM INC COM NEW 390,325.0 $3.0M 0.00% NEW $7.72
1319 TRS TRIMAS CORP COM NEW Consumer Cyclical 84,639.0 $3.0M 0.00% NEW $35.44 +10.6%
1320 GNTX GENTEX CORP COM Consumer Cyclical 128,847.0 $3.0M 0.00% NEW $23.27 +0.6%
Page 66 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%