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Portfolio (Quarterly) Guide ↗

SG Americas Securities, LLC

· CIK 0001313360
13F Portfolio $92.9B AUM 3,194 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 287 New 1251 Added 1532 Reduced 709 Exited
Page 20 of 159  ·  3,176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 STT STATE STR CORP COM Financial Services 259,538.0 $32.8M 0.04% -6K -2.2% $126.56 +21.7%
382 DOCS DOXIMITY INC CL A Healthcare 1,408,597.0 $32.8M 0.04% +1.4M +3403.2% $23.30 -15.4%
383 HAL HALLIBURTON CO COM Energy 837,956.0 $32.7M 0.04% +93K +12.4% $38.99 +9.0%
384 MDB MONGODB INC CL A Technology 133,416.0 $32.7M 0.04% +121K +984.1% $244.77 +33.0%
385 DHI D R HORTON INC COM Consumer Cyclical 237,807.0 $32.6M 0.04% +36K +18.1% $137.22 +2.0%
386 DVA DAVITA INC COM Healthcare 212,293.0 $32.6M 0.04% +46K +27.4% $153.69 +28.3%
387 ALB ALBEMARLE CORP COM Basic Materials 180,759.0 $32.5M 0.04% +56K +44.5% $179.53 -5.4%
388 ROK ROCKWELL AUTOMATION INC COM Industrials 90,399.0 $32.4M 0.04% -1K -1.5% $358.88 +21.4%
389 VRSK VERISK ANALYTICS INC COM Industrials 169,816.0 $32.2M 0.04% -103K -37.8% $189.75 -10.3%
390 CRL CHARLES RIV LABS INTL INC COM Healthcare 186,173.0 $32.1M 0.04% +4K +2.4% $172.50 -10.9%
391 PUT MICROSOFT CORP 924,900.0 $31.7M 0.03% +666K +257.8% $34.30
392 CMG CHIPOTLE MEXICAN GRILL INC COM Consumer Cyclical 985,226.0 $31.5M 0.03% -222K -18.4% $32.01 +3.3%
393 CINF CINCINNATI FINL CORP COM Financial Services 199,339.0 $31.4M 0.03% +65K +48.4% $157.35 +6.9%
394 ODFL OLD DOMINION FREIGHT LINE IN COM Industrials 159,817.0 $31.2M 0.03% -38K -19.1% $195.40 +7.0%
395 CTRE CARETRUST REIT INC COM Real Estate 850,861.0 $31.2M 0.03% -14K -1.6% $36.65 +13.1%
396 CTVA CORTEVA INC COM Basic Materials 371,650.0 $31.1M 0.03% -144K -28.0% $83.71 -6.0%
397 TOL TOLL BROTHERS INC COM Consumer Cyclical 227,044.0 $31.0M 0.03% +37K +19.2% $136.47 -1.8%
398 OKTA OKTA INC CL A Technology 392,421.0 $30.9M 0.03% +340K +641.7% $78.71 +10.6%
399 KINIKSA PHARMACEUTICALS INTL ORD SHS CL A 640,179.0 $30.8M 0.03% +99K +18.2% $48.15
400 EVR EVERCORE INC CLASS A Financial Services 103,006.0 $30.7M 0.03% +100K +3886.3% $298.51 +12.0%
Page 20 of 159  ·  3,176 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 26.7%
Communication Services 16.0%
Financial Services 15.3%
Healthcare 10.4%
Industrials 8.5%
Consumer Cyclical 7.8%
Consumer Defensive 4.3%
Real Estate 3.8%
Energy 2.8%
Basic Materials 2.6%