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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 86 of 180  ·  3,598 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 NMIH NMI HLDGS INC COM Financial Services 37,812.0 $1.5M 0.00% NEW $40.78 -7.4%
1702 NSIT INSIGHT ENTERPRISES INC COM Technology 18,904.0 $1.5M 0.00% NEW $81.46 +14.9%
1703 QURE UNIQURE NV SHS Healthcare 64,326.0 $1.5M 0.00% NEW $23.93 +2.8%
1704 MMSI MERIT MED SYS INC COM Healthcare 17,433.0 $1.5M 0.00% NEW $88.17 -27.8%
1705 CATY CATHAY GEN BANCORP COM Financial Services 31,697.0 $1.5M 0.00% NEW $48.40 +18.3%
1706 DX DYNEX CAP INC COM Real Estate 109,452.0 $1.5M 0.00% NEW $14.01 -8.3%
1707 ENS ENERSYS COM Industrials 10,437.0 $1.5M 0.00% NEW $146.79 +62.8%
1708 INGR INGREDION INC COM Consumer Defensive 13,881.0 $1.5M 0.00% NEW $110.29 -7.4%
1709 HSAI HESAI GROUP SPONSORED ADS Consumer Cyclical 68,235.0 $1.5M 0.00% NEW $22.39 -6.7%
1710 PUT VERTIV HOLDINGS CO 158,000.0 $1.5M 0.00% NEW $9.66
1711 PRLB PROTO LABS INC COM Industrials 30,155.0 $1.5M 0.00% NEW $50.61 +40.6%
1712 FOLD AMICUS THERAPEUTICS INC COM Healthcare 106,358.0 $1.5M 0.00% NEW $14.24 +1.7%
1713 OLLI OLLIES BARGAIN OUTLET HLDGS COM Consumer Defensive 13,775.0 $1.5M 0.00% NEW $109.62 -24.2%
1714 SIMO SILICON MOTION TECHNOLOGY CO SPONSORED ADR Technology 16,290.0 $1.5M 0.00% NEW $92.69 +178.4%
1715 BKV BKV CORP COM Energy 55,591.0 $1.5M 0.00% NEW $27.14 +5.2%
1716 PORCH GROUP INC DEBT 9.000 5/1 13,500.0 $1.5M 0.00% NEW $111.70
1717 NG NOVAGOLD RES INC COM NEW Basic Materials 161,832.0 $1.5M 0.00% NEW $9.32 -16.7%
1718 GTES GATES INDL CORP PLC ORD SHS Industrials 70,186.0 $1.5M 0.00% NEW $21.47 +12.1%
1719 CNO CNO FINL GROUP INC COM Financial Services 35,381.0 $1.5M 0.00% NEW $42.48 +11.5%
1720 JD.COM INC NOTE 0.250 6/0 15,000.0 $1.5M 0.00% NEW $99.93
Page 86 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%