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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 157 of 180  ·  3,598 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3121 CHT CHUNGHWA TELECOM CO LTD SPON ADR NEW11 Communication Services 3,115.0 $130K NEW $41.73 +7.9%
3122 CALL CSX CORP 47,000.0 $130K NEW $2.77
3123 UTI UNIVERSAL TECHNICAL INST INC COM Consumer Defensive 4,949.0 $129K NEW $26.07 +49.9%
3124 WLFC WILLIS LEASE FIN CORP COM Industrials 951.0 $129K NEW $135.65 +30.2%
3125 SPMO INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM 1,082.0 $129K NEW $119.22 +18.0%
3126 TDUP THREDUP INC CL A Consumer Cyclical 20,033.0 $128K NEW $6.39 -36.3%
3127 REPX RILEY EXPLORATION PERMIAN IN COM Energy 4,834.0 $128K NEW $26.48 +42.4%
3128 LOCO EL POLLO LOCO HLDGS INC COM Consumer Cyclical 12,212.0 $128K NEW $10.48 +30.6%
3129 RUM RUMBLE INC COM CL A Technology 20,068.0 $127K NEW $6.33 +18.5%
3130 PUT BEST BUY INC 14,700.0 $127K NEW $8.64
3131 PUT CINTAS CORP 7,500.0 $127K NEW $16.93
3132 PUT CROCS INC 49,500.0 $127K NEW $2.57
3133 WSBF WATERSTONE FINL INC MD COM Financial Services 7,621.0 $126K NEW $16.53 +10.1%
3134 ALH ALLIANCE LAUNDRY HLDGS INC COM Consumer Cyclical 6,204.0 $126K NEW $20.31 +15.8%
3135 FLOC FLOWCO HLDGS INC COM CL A Energy 6,736.0 $126K NEW $18.71 +47.0%
3136 CERS CERUS CORP COM Healthcare 61,268.0 $126K NEW $2.06 +31.3%
3137 PUT SELECT SECTOR SPDR TR 150,000.0 $125K NEW $0.83
3138 CALL MEDTRONIC PLC 252,200.0 $125K NEW $0.50
3139 RUSHB RUSH ENTERPRISES INC CL B Consumer Cyclical 2,217.0 $125K NEW $56.38 +14.0%
3140 INDI INDIE SEMICONDUCTOR INC CLASS A COM Technology 35,200.0 $124K NEW $3.52 +11.0%
Page 157 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%