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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 56 of 77  ·  1,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 THR THERMON GROUP HLDGS INC COM Industrials 5,932.0 $299K -17K -73.8% $50.40 +25.8%
1102 NICE NICE LTD SPONSORED ADR Technology 2,673.0 $295K -12K -81.6% $110.36 -14.1%
1103 NRIX NURIX THERAPEUTICS INC COM Healthcare 18,974.0 $294K -12K -38.7% $15.49 -1.6%
1104 TALK TALKSPACE INC COM Healthcare 56,892.0 $294K -32K -35.8% $5.17 +0.6%
1105 TCBX THIRD COAST BANCSHARES INC COM Financial Services 7,738.0 $293K -2K -21.8% $37.87 -3.2%
1106 PUT ENERGY FUELS INC 215,000.0 $292K -5K -2.3% $1.36
1107 CALL OCCIDENTAL PETE CORP 13,600.0 $291K -56K -80.3% $21.40
1108 AUGO AURA MINERALS INC SHS NEW Basic Materials 3,562.0 $291K -669.0 -15.8% $81.70 -8.3%
1109 IMMUNITYBIO INC COM 37,790.0 $290K -11K -23.0% $7.67
1110 PUT METLIFE INC 54,300.0 $289K -300K -84.7% $5.32
1111 PUT STRYKER CORPORATION 10,600.0 $288K -10K -48.5% $27.17
1112 CALL CHUBB LTD SWITZ 38,400.0 $286K -146K -79.2% $7.45
1113 DEI DOUGLAS EMMETT INC COM Real Estate 30,309.0 $286K -13K -29.8% $9.44 +20.5%
1114 SILA SILA REALTY TRUST INC COMMON STOCK Real Estate 12,049.0 $285K -3K -22.3% $23.65 +29.1%
1115 GLNG GOLAR LNG LTD Energy 5,230.0 $283K -26K -83.2% $54.11 +2.8%
1116 SVV SAVERS VALUE VLG INC COM Consumer Cyclical 38,030.0 $283K -8K -17.6% $7.44 -4.6%
1117 LGND LIGAND PHARMACEUTICALS INC COM NEW Healthcare 1,416.0 $283K -9K -86.9% $199.86 +4.0%
1118 CALL JD.COM INC 229,700.0 $282K -50K -17.9% $1.23
1119 KFRC KFORCE INC COM Industrials 9,616.0 $281K -3K -25.1% $29.22 +38.3%
1120 GBTG GLOBAL BUSINESS TRAVEL GROUP COM CL A Technology 50,305.0 $281K -168K -76.9% $5.59 +68.6%
Page 56 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%