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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 108 of 159  ·  3,176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2141 PAG PENSKE AUTOMOTIVE GRP INC COM Consumer Cyclical 3,645.0 $545K 0.00% -400.0 -9.9% $149.52 +45.0%
2142 FLY FIREFLY AEROSPACE INC COM Industrials 19,065.0 $543K 0.00% +9K +96.1% $28.48 -14.2%
2143 PUT SELECT SECTOR SPDR TR 50,200.0 $541K 0.00% -67K -57.1% $10.78
2144 VSEC VSE CORP COM Industrials 2,928.0 $540K 0.00% -57K -95.1% $184.43 +18.0%
2145 SMBK SMARTFINANCIAL INC COM NEW Financial Services 13,785.0 $539K 0.00% -21K -60.2% $39.10 +30.5%
2146 ROAD CONSTRUCTION PARTNERS INC COM CL A Industrials 4,839.0 $538K 0.00% -6K -57.3% $111.18 +0.9%
2147 TDS TELEPHONE & DATA SYS INC COM NEW Communication Services 12,758.0 $537K 0.00% -27K -67.8% $42.09 -20.2%
2148 LZ LEGALZOOM COM INC COM Industrials 94,670.0 $537K 0.00% -439K -82.3% $5.67 +2.9%
2149 NVS NOVARTIS AG SPONSORED ADR Healthcare 3,515.0 $537K 0.00% NEW $152.77 +4.0%
2150 BY BYLINE BANCORP INC COM Financial Services 16,988.0 $536K 0.00% -19K -52.5% $31.55 +21.2%
2151 CCO CLEAR CHANNEL OUTDOOR HLDGS COM Communication Services 225,920.0 $535K 0.00% +202K +856.6% $2.37 +0.5%
2152 WK WORKIVA INC COM CL A Technology 8,956.0 $534K 0.00% -45K -83.4% $59.62 +25.5%
2153 WING WINGSTOP INC COM Consumer Cyclical 3,439.0 $533K 0.00% -38K -91.7% $154.99 -25.5%
2154 FLYW FLYWIRE CORPORATION COM VTG Technology 45,738.0 $532K 0.00% -32K -41.5% $11.63 +68.0%
2155 DDI DOUBLEDOWN INTERACTIVE CO LT ADS Technology 63,016.0 $532K 0.00% $8.44 +52.7%
2156 CAKE CHEESECAKE FACTORY INC COM Consumer Cyclical 9,709.0 $532K 0.00% -16K -62.8% $54.79 +106.8%
2157 PCTY PAYLOCITY HLDG CORP COM Technology 4,911.0 $531K 0.00% -14K -73.7% $108.12 +41.8%
2158 XENE XENON PHARMACEUTICALS INC COM Healthcare 9,119.0 $530K 0.00% +2K +28.9% $58.12 +4.6%
2159 ADEA ADEIA INC COM Technology 22,059.0 $530K 0.00% +12K +116.0% $24.03 +9.3%
2160 LIONSGATE STUDIOS CORP COM 55,243.0 $530K 0.00% +31K +132.2% $9.59
Page 108 of 159  ·  3,176 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 28.2%
Financial Services 15.8%
Communication Services 12.7%
Healthcare 10.7%
Industrials 8.8%
Consumer Cyclical 8.0%
Consumer Defensive 4.5%
Real Estate 3.9%
Energy 2.9%
Basic Materials 2.7%