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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 76 of 180  ·  3,598 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 SXT SENSIENT TECHNOLOGIES CORP COM Basic Materials 22,176.0 $2.1M 0.00% NEW $93.93 +46.3%
1502 NBHC NATIONAL BK HLDGS CORP CL A Financial Services 54,765.0 $2.1M 0.00% NEW $38.02 +10.0%
1503 EMN EASTMAN CHEM CO COM Basic Materials 32,525.0 $2.1M 0.00% NEW $63.83 +13.9%
1504 DCI DONALDSON INC COM Industrials 23,386.0 $2.1M 0.00% NEW $88.64 +4.3%
1505 MC MOELIS & CO CL A Financial Services 30,145.0 $2.1M 0.00% NEW $68.73 -0.3%
1506 MKTX MARKETAXESS HLDGS INC COM Financial Services 11,432.0 $2.1M 0.00% NEW $181.25 -10.4%
1507 SKYW SKYWEST INC COM Industrials 20,599.0 $2.1M 0.00% NEW $100.39 +1.3%
1508 ARW ARROW ELECTRS INC COM Technology 18,703.0 $2.1M 0.00% NEW $110.20 +83.2%
1509 CALL SNOWFLAKE INC 91,000.0 $2.1M 0.00% NEW $22.62
1510 PUT MICROSOFT CORP 258,500.0 $2.1M 0.00% NEW $7.95
1511 RDN RADIAN GROUP INC COM Financial Services 57,059.0 $2.1M 0.00% NEW $36.00 +2.0%
1512 NEW GOLD INC CDA COM 235,670.0 $2.1M 0.00% NEW $8.71
1513 ALV AUTOLIV INC COM Consumer Cyclical 17,287.0 $2.1M 0.00% NEW $118.70 +3.8%
1514 LNN LINDSAY CORP COM Industrials 17,354.0 $2.0M 0.00% NEW $117.90 -1.4%
1515 CYTK CYTOKINETICS INC COM NEW Healthcare 32,196.0 $2.0M 0.00% NEW $63.55 +21.3%
1516 LGND LIGAND PHARMACEUTICALS INC COM NEW Healthcare 10,817.0 $2.0M 0.00% NEW $189.05 +48.2%
1517 NUVL NUVALENT INC COM Healthcare 20,326.0 $2.0M 0.00% NEW $100.61 +23.2%
1518 AMSC AMERICAN SUPERCONDUCTOR CORP SHS NEW Industrials 70,992.0 $2.0M 0.00% NEW $28.78 +0.5%
1519 CWAN CLEARWATER ANALYTICS HLDGS I CL A Technology 84,719.0 $2.0M 0.00% NEW $24.11 +1.8%
1520 THRM GENTHERM INC COM Consumer Cyclical 56,071.0 $2.0M 0.00% NEW $36.36 +8.5%
Page 76 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%