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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 142 of 180  ·  3,598 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2821 MSBI MIDLAND STATES BANCORP INC COM Financial Services 12,539.0 $265K NEW $21.13 +25.7%
2822 CORE LABORATORIES INC COM 16,525.0 $265K NEW $16.04
2823 PUT CONOCOPHILLIPS 258,300.0 $265K NEW $1.03
2824 CVLG COVENANT LOGISTICS GROUP INC CL A Industrials 11,926.0 $263K NEW $22.05 +61.7%
2825 PGC PEAPACK-GLADSTONE FINL CORP COM Financial Services 9,454.0 $263K NEW $27.82 +51.2%
2826 SBSW SIBANYE STILLWATER LTD SPONSORED ADR Basic Materials 18,424.0 $263K NEW $14.27 -20.1%
2827 OIS OIL STS INTL INC COM Energy 38,807.0 $263K NEW $6.78 +34.1%
2828 FISI FINANCIAL INSTNS INC COM Financial Services 8,354.0 $260K NEW $31.12 +10.4%
2829 SEMR SEMRUSH HLDGS INC CL A COM Technology 21,797.0 $259K NEW $11.88 +1.0%
2830 MCW MISTER CAR WASH INC COM Consumer Cyclical 46,613.0 $259K NEW $5.56 +27.8%
2831 NBBK NB BANCORP INC COM Financial Services 13,089.0 $259K NEW $19.79 -1.4%
2832 HELE HELEN OF TROY LTD COM Consumer Defensive 12,123.0 $258K NEW $21.28 +14.5%
2833 IAK ISHARES TR U.S. INSRNCE ETF 1,881.0 $256K NEW $136.10 -1.1%
2834 PUT ISHARES TR 602,000.0 $256K NEW $0.43
2835 CTOS CUSTOM TRUCK ONE SOURCE INC COM CL A Industrials 44,358.0 $256K NEW $5.77 +60.5%
2836 SHEN SHENANDOAH TELECOMMUNICATION COM Communication Services 22,096.0 $255K NEW $11.54 +42.6%
2837 WOOF PETCO HEALTH & WELLNESS CO I COM Consumer Cyclical 90,410.0 $254K NEW $2.81 -12.1%
2838 CALL CELESTICA INC 26,900.0 $254K NEW $9.44
2839 ITUB ITAU UNIBANCO HLDG S A SPON ADR REP PFD Financial Services 35,395.0 $253K NEW $7.15 +7.4%
2840 FWRG FIRST WATCH RESTAURANT GROUP COM Consumer Cyclical 16,781.0 $253K NEW $15.08 -27.8%
Page 142 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%