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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 16 of 180  ·  3,598 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ICE INTERCONTINENTAL EXCHANGE IN COM Financial Services 221,793.0 $35.9M 0.05% NEW $161.96 -4.7%
302 DXCM DEXCOM INC COM Healthcare 541,058.0 $35.9M 0.05% NEW $66.37 -7.1%
303 ROK ROCKWELL AUTOMATION INC COM Industrials 91,808.0 $35.7M 0.05% NEW $389.07 +15.3%
304 LLYVA LIBERTY LIVE HOLDINGS INC COM SER A Communication Services 437,553.0 $35.7M 0.05% NEW $81.50 +19.2%
305 CBZ CBIZ INC COM Industrials 706,709.0 $35.7M 0.05% NEW $50.45 -38.8%
306 KHC KRAFT HEINZ CO COM Consumer Defensive 1,458,451.0 $35.4M 0.04% NEW $24.25 -5.5%
307 AFRM AFFIRM HLDGS INC COM CL A Technology 475,141.0 $35.4M 0.04% NEW $74.43 -13.5%
308 CALL ALPHABET INC 879,300.0 $35.4M 0.04% NEW $40.21
309 CXM SPRINKLR INC CL A Technology 4,530,827.0 $35.2M 0.04% NEW $7.78 -34.3%
310 GRMN GARMIN LTD SHS Technology 172,928.0 $35.1M 0.04% NEW $202.85 +11.3%
311 MAS MASCO CORP COM Industrials 551,612.0 $35.0M 0.04% NEW $63.46 +2.6%
312 NCLH NORWEGIAN CRUISE LINE HLDG L SHS Consumer Cyclical 1,568,198.0 $35.0M 0.04% NEW $22.32 -30.5%
313 SNOW SNOWFLAKE INC COM SHS Technology 159,297.0 $34.9M 0.04% NEW $219.36 -28.2%
314 ZTS ZOETIS INC CL A Healthcare 276,529.0 $34.8M 0.04% NEW $125.82 -41.0%
315 BNTX BIONTECH SE SPONSORED ADS Healthcare 365,333.0 $34.8M 0.04% NEW $95.20 -6.7%
316 CTVA CORTEVA INC COM Basic Materials 515,886.0 $34.6M 0.04% NEW $67.03 +22.6%
317 ALL ALLSTATE CORP COM Financial Services 166,030.0 $34.6M 0.04% NEW $208.15 +4.4%
318 PUT SPDR S&P 500 ETF TR 2,047,500.0 $34.5M 0.04% NEW $16.85
319 THC TENET HEALTHCARE CORP COM NEW Healthcare 173,508.0 $34.5M 0.04% NEW $198.72 -1.0%
320 DIS DISNEY WALT CO COM Communication Services 301,450.0 $34.3M 0.04% NEW $113.77 -9.7%
Page 16 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%