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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 149 of 180  ·  3,598 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2961 BCAX BICARA THERAPEUTICS INC COM Healthcare 11,122.0 $187K NEW $16.81 +19.1%
2962 EGY VAALCO ENERGY INC COM NEW Energy 51,401.0 $187K NEW $3.64 +66.8%
2963 PUT CARVANA CO 24,300.0 $186K NEW $7.65
2964 INGRAM MICRO HLDG CORP COM 8,726.0 $186K NEW $21.32
2965 EOLS EVOLUS INC COM Healthcare 27,827.0 $185K NEW $6.65 -1.2%
2966 PUT STRYKER CORPORATION 20,600.0 $185K NEW $8.98
2967 MECHANICS BANCORP CL A 12,629.0 $185K NEW $14.65
2968 LXEO LEXEO THERAPEUTICS INC COM Healthcare 18,640.0 $185K NEW $9.92 -52.5%
2969 COFS CHOICEONE FINL SVCS INC COM Financial Services 6,263.0 $185K NEW $29.54 +4.4%
2970 AGILON HEALTH INC COM 267,255.0 $184K NEW $0.69
2971 ZLAB ZAI LAB LTD ADR Healthcare 10,396.0 $183K NEW $17.60 +7.1%
2972 DAVA ENDAVA PLC ADS Technology 28,753.0 $182K NEW $6.33 -36.8%
2973 IMAX IMAX CORP COM Communication Services 4,919.0 $182K NEW $37.00 -9.2%
2974 ERAS ERASCA INC COM Healthcare 48,677.0 $181K NEW $3.72 +176.2%
2975 VUZI VUZIX CORP COM NEW Technology 47,831.0 $181K NEW $3.78 -3.5%
2976 LMB LIMBACH HLDGS INC COM Industrials 2,325.0 $181K NEW $77.85 -2.3%
2977 ONDS ONDAS HLDGS INC COM NEW Technology 18,395.0 $180K NEW $9.79 -0.9%
2978 CARE CARTER BANKSHARES INC COM NEW Financial Services 9,132.0 $180K NEW $19.71 +34.4%
2979 EHAB ENHABIT INC COM Healthcare 19,516.0 $180K NEW $9.22 +49.6%
2980 CALL NVENT ELECTRIC PLC 99,800.0 $180K NEW $1.80
Page 149 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%