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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 78 of 180  ·  3,598 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 CAL CALERES INC COM Consumer Cyclical 162,932.0 $2.0M 0.00% NEW $12.17 +8.1%
1542 OGN ORGANON & CO COMMON STOCK Healthcare 276,086.0 $2.0M 0.00% NEW $7.17 +87.1%
1543 TMP TOMPKINS FINL CORP COM Financial Services 27,168.0 $2.0M 0.00% NEW $72.51 +17.9%
1544 SHIFT4 PMTS INC NOTE 0.500 8/0 20,400.0 $2.0M 0.00% NEW $96.52
1545 VSTS VESTIS CORPORATION COM SHS Industrials 295,000.0 $2.0M 0.00% NEW $6.67 +75.4%
1546 ITRON INC NOTE 3/1 19,920.0 $2.0M 0.00% NEW $98.74
1547 XNCR XENCOR INC COM Healthcare 128,345.0 $2.0M 0.00% NEW $15.31 -26.1%
1548 CASY CASEYS GEN STORES INC COM Consumer Cyclical 3,550.0 $2.0M 0.00% NEW $552.68 +49.2%
1549 CALL STRATEGY INC 141,900.0 $2.0M 0.00% NEW $13.83
1550 CALL CISCO SYS INC 181,200.0 $2.0M 0.00% NEW $10.82
1551 UFPI UFP INDUSTRIES INC COM Basic Materials 21,499.0 $2.0M 0.00% NEW $91.03 -12.1%
1552 ARKK ARK ETF TR INNOVATION ETF 25,371.0 $2.0M 0.00% NEW $76.94 -0.4%
1553 ASGN ASGN INC COM Technology 40,483.0 $1.9M 0.00% NEW $48.17 -60.3%
1554 HOMB HOME BANCSHARES INC COM Financial Services 69,900.0 $1.9M 0.00% NEW $27.78 -4.3%
1555 URBN URBAN OUTFITTERS INC COM Consumer Cyclical 25,712.0 $1.9M 0.00% NEW $75.26 -4.8%
1556 CAVA CAVA GROUP INC COM Consumer Cyclical 32,817.0 $1.9M 0.00% NEW $58.69 +38.5%
1557 PSN PARSONS CORP DEL COM Industrials 31,033.0 $1.9M 0.00% NEW $61.81 -16.4%
1558 AMRIZE LTD SHS 35,402.0 $1.9M 0.00% NEW $54.09
1559 LCID LUCID GROUP INC COM NEW Consumer Cyclical 181,153.0 $1.9M 0.00% NEW $10.57 -44.8%
1560 TMDX TRANSMEDICS GROUP INC COM Healthcare 15,725.0 $1.9M 0.00% NEW $121.65 -44.1%
Page 78 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%