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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 156 of 180  ·  3,598 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3101 PUT USA RARE EARTH INC 85,000.0 $136K NEW $1.60
3102 PUT PALO ALTO NETWORKS INC 17,200.0 $136K NEW $7.91
3103 DLO DLOCAL LTD CLASS A COM Technology 9,599.0 $136K NEW $14.17 -18.7%
3104 OPFI OPPFI INC COM CL A Technology 13,028.0 $136K NEW $10.44 -19.2%
3105 PUT THERMO FISHER SCIENTIFIC INC 4,900.0 $135K NEW $27.55
3106 COMMERCE.COM INC COM SER 1 32,521.0 $134K NEW $4.12
3107 SLI STANDARD LITHIUM LTD COM Basic Materials 29,986.0 $134K NEW $4.47 -18.5%
3108 STRT STRATTEC SEC CORP COM Consumer Cyclical 1,756.0 $134K NEW $76.31 -10.1%
3109 ACNB ACNB CORP COM Financial Services 2,742.0 $133K NEW $48.50 +10.1%
3110 HIMX HIMAX TECHNOLOGIES INC SPONSORED ADR Technology 16,209.0 $133K NEW $8.21 +120.6%
3111 AUTL AUTOLUS THERAPEUTICS PLC SPON ADS Healthcare 66,678.0 $133K NEW $1.99 -18.3%
3112 FULC FULCRUM THERAPEUTICS INC COM Healthcare 11,766.0 $133K NEW $11.30 -46.1%
3113 SWBI SMITH & WESSON BRANDS INC COM Industrials 13,483.0 $133K NEW $9.86 +57.4%
3114 RYAM RAYONIER ADVANCED MATLS INC COM Basic Materials 22,507.0 $133K NEW $5.91 +52.1%
3115 PUT APPLIED MATLS INC 104,000.0 $133K NEW $1.28
3116 PUT BLOCK INC 44,700.0 $132K NEW $2.95
3117 ADAMM ADAMAS TRUST INC. COM Financial Services 18,047.0 $132K NEW $7.31 +248.2%
3118 HDSN HUDSON TECHNOLOGIES INC COM Basic Materials 19,132.0 $131K NEW $6.85 -28.6%
3119 BWMN BOWMAN CONSULTING GROUP LTD COM Industrials 3,971.0 $131K NEW $32.99 -7.1%
3120 FOR FORESTAR GROUP INC COM Real Estate 5,311.0 $131K NEW $24.67 +4.0%
Page 156 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%