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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 52 of 77  ·  1,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 PUT WAYFAIR INC 84,100.0 $387K -57K -40.6% $4.60
1022 MSM MSC INDL DIRECT INC CL A Industrials 4,158.0 $384K -1K -24.7% $92.35 +12.5%
1023 AAT AMERICAN ASSETS TR INC COM Real Estate 20,732.0 $382K -13K -38.2% $18.43 +18.1%
1024 QUBT QUANTUM COMING INC COM Technology 55,258.0 $379K -103K -65.1% $6.86 +34.4%
1025 CNO CNO FINL GROUP INC COM Financial Services 9,225.0 $379K -26K -73.9% $41.08 +14.1%
1026 KW KENNEDY-WILSON HOLDINGS INC COM Real Estate 35,020.0 $379K -34K -48.9% $10.82 +1.6%
1027 UPWK UPWORK INC COM Industrials 34,468.0 $378K -128K -78.8% $10.97 -22.9%
1028 FCN FTI CONSULTING INC COM Industrials 2,141.0 $378K -4K -63.5% $176.55 -12.4%
1029 CNXC CONCENTRIX CORP COM Technology 13,765.0 $377K -4K -23.4% $27.39 -11.3%
1030 APPN APPIAN CORP CL A Technology 15,494.0 $374K -58K -78.8% $24.14 -11.6%
1031 HE HAWAIIAN ELEC INDS INC MTN B COM Utilities 25,232.0 $374K -43K -62.9% $14.82 -8.8%
1032 KFY KORN FERRY COM NEW Industrials 5,894.0 $371K -11K -64.9% $62.95 +3.9%
1033 EGBN EAGLE BANCORPORATION INC COM Financial Services 14,927.0 $371K -15K -50.9% $24.85 +0.7%
1034 PUT ISHARES TR 78,000.0 $371K -27K -25.7% $4.76
1035 PUT CISCO SYS INC 32,500.0 $370K -18K -35.0% $11.38
1036 VNT VONTIER CORPORATION COM Technology 10,442.0 $370K -8K -43.2% $35.43 -21.5%
1037 PRMB PRIMO BRANDS CORPORATION CLASS A COM Consumer Defensive 19,584.0 $369K -10K -32.9% $18.84 +19.3%
1038 PRLB PROTO LABS INC COM Industrials 6,429.0 $367K -24K -78.7% $57.09 +22.9%
1039 KRMN KARMAN HLDGS INC COMMON STOCK Industrials 4,582.0 $367K -39K -89.5% $80.10 -19.8%
1040 CALL BERKSHIRE HATHAWAY INC DEL 23,500.0 $362K -23K -49.9% $15.40
Page 52 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%