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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 82 of 180  ·  3,598 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 OLMA OLEMA PHARMACEUTICALS INC COM Healthcare 69,382.0 $1.7M 0.00% NEW $25.01 -43.8%
1622 PEB PEBBLEBROOK HOTEL TR COM Real Estate 153,226.0 $1.7M 0.00% NEW $11.32 +31.2%
1623 DRVN DRIVEN BRANDS HLDGS INC COM Consumer Cyclical 116,957.0 $1.7M 0.00% NEW $14.82 -9.0%
1624 AGM FEDERAL AGRIC MTG CORP CL C Financial Services 9,852.0 $1.7M 0.00% NEW $175.60 +0.8%
1625 SEIC SEI INVTS CO COM Financial Services 21,063.0 $1.7M 0.00% NEW $82.04 +10.6%
1626 LEN LENNAR CORP CL A Consumer Cyclical 16,813.0 $1.7M 0.00% NEW $102.78 -13.6%
1627 INOD INNODATA INC COM NEW Technology 33,904.0 $1.7M 0.00% NEW $50.94 +93.4%
1628 CWT CALIFORNIA WTR SVC GROUP COM Utilities 39,820.0 $1.7M 0.00% NEW $43.32 -0.3%
1629 MSGS MADISON SQUARE GRDN SPRT COR CL A Communication Services 6,658.0 $1.7M 0.00% NEW $258.64 +36.2%
1630 WAFD WAFD INC COM Financial Services 53,645.0 $1.7M 0.00% NEW $32.03 +10.7%
1631 NHC NATIONAL HEALTHCARE CORP COM Healthcare 12,487.0 $1.7M 0.00% NEW $137.10 +43.0%
1632 SHAKE SHACK INC NOTE 3/0 18,150.0 $1.7M 0.00% NEW $93.66
1633 NWE NORTHWESTERN ENERGY GROUP IN COM NEW Utilities 26,325.0 $1.7M 0.00% NEW $64.54 +11.2%
1634 DIEBOLD NIXDORF INC COM SHS 24,981.0 $1.7M 0.00% NEW $67.89
1635 CALL WHEATON PRECIOUS METALS CORP 91,500.0 $1.7M 0.00% NEW $18.52
1636 WSFS WSFS FINL CORP COM Financial Services 30,594.0 $1.7M 0.00% NEW $55.24 +30.0%
1637 MCRI MONARCH CASINO & RESORT INC COM Consumer Cyclical 17,651.0 $1.7M 0.00% NEW $95.69 +21.5%
1638 PLMR PALOMAR HLDGS INC COM Financial Services 12,490.0 $1.7M 0.00% NEW $134.75 -14.1%
1639 TDC TERADATA CORP DEL COM Technology 55,177.0 $1.7M 0.00% NEW $30.45 +8.7%
1640 DISC MEDICINE INC COM 21,122.0 $1.7M 0.00% NEW $79.40
Page 82 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%