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Portfolio (Quarterly) Guide ↗

SG Americas Securities, LLC

· CIK 0001313360
13F Portfolio $92.9B AUM 3,194 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 287 New 1251 Added 1532 Reduced 709 Exited
Page 51 of 77  ·  1,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 CUK CARNIVAL PLC ADS Consumer Cyclical 15,896.0 $410K -20K -55.4% $25.79 +6.5%
1002 LPX LOUISIANA PAC CORP COM Basic Materials 5,629.0 $410K -3K -31.9% $72.84 -8.0%
1003 NWBI NORTHWEST BANCSHARES INC COM Financial Services 32,132.0 $408K -37K -53.2% $12.70 +7.6%
1004 KURA KURA ONCOLOGY INC COM Healthcare 49,816.0 $405K -102K -67.2% $8.13 +10.2%
1005 OIS OIL STS INTL INC COM Energy 34,668.0 $404K -4K -10.7% $11.65 -22.0%
1006 PLUS EPLUS INC COM Technology 5,372.0 $404K -9K -62.9% $75.20 +9.0%
1007 TILE INTERFACE INC COM Consumer Cyclical 16,192.0 $404K -5K -22.7% $24.95 +9.7%
1008 JETS ETF SER SOLUTIONS US GLB JETS 16,280.0 $401K -19K -54.1% $24.63 +7.3%
1009 HNGE HINGE HEALTH INC CL A Healthcare 10,409.0 $401K -553.0 -5.0% $38.52 +42.7%
1010 PUT UNITED RENTALS INC 5,500.0 $396K -2K -26.7% $72.00
1011 PUT UNITY SOFTWARE INC 100,000.0 $395K -210K -67.8% $3.95
1012 PUT KKR & CO INC 38,000.0 $393K -13K -25.9% $10.34
1013 MITK MITEK SYS INC COM NEW Technology 29,096.0 $393K -20K -40.5% $13.51 +4.8%
1014 KRC KILROY REALTY CORP COM Real Estate 13,940.0 $393K -173K -92.6% $28.19 +18.5%
1015 PUT PDD HOLDINGS INC 96,800.0 $392K -145K -60.0% $4.05
1016 PAGS PAGSEGURO DIGITAL LTD COM CL A Technology 38,997.0 $391K -21K -35.1% $10.03 -10.7%
1017 ABM ABM INDS INC COM Industrials 10,142.0 $391K -28K -73.2% $38.55 +2.6%
1018 PFBC PREFERRED BK LOS ANGELES CA COM NEW Financial Services 4,268.0 $387K -2K -28.2% $90.67 +1.4%
1019 RRR RED ROCK RESORTS INC CL A Consumer Cyclical 7,244.0 $387K -18K -71.5% $53.42 -3.4%
1020 YELP YELP INC CL A Communication Services 15,641.0 $387K -29K -64.8% $24.74 -8.7%
Page 51 of 77  ·  1,532 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 26.7%
Communication Services 16.0%
Financial Services 15.3%
Healthcare 10.4%
Industrials 8.5%
Consumer Cyclical 7.8%
Consumer Defensive 4.3%
Real Estate 3.8%
Energy 2.8%
Basic Materials 2.6%