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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 97 of 180  ·  3,598 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1921 VVV VALVOLINE INC COM Energy 38,308.0 $1.1M 0.00% NEW $29.05 +15.6%
1922 MDU MDU RES GROUP INC COM Industrials 57,042.0 $1.1M 0.00% NEW $19.51 +13.6%
1923 YPF YPF SOCIEDAD ANONIMA SPON ADR CL D Energy 30,763.0 $1.1M 0.00% NEW $36.15 +32.8%
1924 CCSI CONSENSUS CLOUD SOLUTIONS IN COM Technology 50,909.0 $1.1M 0.00% NEW $21.82 +29.1%
1925 PHIN PHINIA INC COMMON STOCK Consumer Cyclical 17,717.0 $1.1M 0.00% NEW $62.71 +19.3%
1926 CALL TECK RESOURCES LTD 175,200.0 $1.1M 0.00% NEW $6.34
1927 SXI STANDEX INTL CORP COM Industrials 5,106.0 $1.1M 0.00% NEW $217.20 +17.8%
1928 KFY KORN FERRY COM NEW Industrials 16,796.0 $1.1M 0.00% NEW $66.03 +3.0%
1929 DGII DIGI INTL INC COM Technology 25,565.0 $1.1M 0.00% NEW $43.30 +52.8%
1930 FLYW FLYWIRE CORPORATION COM VTG Technology 78,187.0 $1.1M 0.00% NEW $14.16 +13.9%
1931 TARS TARSUS PHARMACEUTICALS INC COM Healthcare 13,518.0 $1.1M 0.00% NEW $81.89 -24.0%
1932 CPER UNITED STS COMMODITY INDEX F CM REP COPP FD Financial Services 31,605.0 $1.1M 0.00% NEW $34.96 +11.3%
1933 NPO ENPRO INC COM Industrials 5,160.0 $1.1M 0.00% NEW $214.15 +43.9%
1934 OTTR OTTER TAIL CORP COM Utilities 13,654.0 $1.1M 0.00% NEW $80.78 +8.1%
1935 JANX JANUX THERAPEUTICS INC COM Healthcare 79,817.0 $1.1M 0.00% NEW $13.79 +5.3%
1936 ADMA ADMA BIOLOGICS INC COM Healthcare 60,252.0 $1.1M 0.00% NEW $18.24 -54.8%
1937 DIGITALBRIDGE GROUP INC CL A NEW 71,628.0 $1.1M 0.00% NEW $15.34
1938 CNS COHEN & STEERS INC COM Financial Services 17,494.0 $1.1M 0.00% NEW $62.76 +14.5%
1939 CALL WALMART INC 769,900.0 $1.1M 0.00% NEW $1.41
1940 OCCIDENTAL PETE CORP W EXP 08/03/202 56,450.0 $1.1M 0.00% NEW $19.27
Page 97 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%