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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 23 of 159  ·  3,176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 INCY INCYTE CORP COM Healthcare 285,152.0 $26.8M 0.03% +98K +52.7% $94.12 +1.6%
442 TSCO TRACTOR SUPPLY CO COM Consumer Cyclical 592,313.0 $26.8M 0.03% +160K +37.0% $45.30 -31.3%
443 FANG DIAMONDBACK ENERGY INC COM Energy 134,436.0 $26.6M 0.03% -27K -16.9% $197.79 +5.0%
444 ASCENDIS PHARMA A/S NOTE 2.250 4/0 180,000.0 $26.5M 0.03% $147.07
445 EXC EXELON CORP COM Utilities 539,108.0 $26.4M 0.03% -944K -63.7% $49.02 -9.0%
446 CALL NETFLIX INC. 2,131,300.0 $26.4M 0.03% +689K +47.8% $12.38
447 LII LENNOX INTL INC COM Industrials 56,797.0 $26.4M 0.03% +25K +78.0% $464.13 +4.0%
448 LQD ISHARES TR IBOXX INV CP ETF 241,595.0 $26.3M 0.03% +238K +6160.6% $108.99 -1.0%
449 CVNA CARVANA CO CL A Consumer Cyclical 83,752.0 $26.3M 0.03% -170K -67.0% $314.38 -79.8%
450 BFH BREAD FINANCIAL HOLDINGS INC COM Financial Services 350,061.0 $26.2M 0.03% +315K +899.4% $74.89 +17.1%
451 AVB AVALONBAY CMNTYS INC COM Real Estate 159,728.0 $26.1M 0.03% +79K +96.7% $163.35 +14.3%
452 CB CHUBB LTD SWITZ COM Financial Services 79,575.0 $25.9M 0.03% -169K -68.0% $325.93 +0.8%
453 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 398,694.0 $25.8M 0.03% -93K -18.9% $64.61 +42.1%
454 SHW SHERWIN WILLIAMS CO COM Basic Materials 80,179.0 $25.7M 0.03% +53K +195.3% $320.55 -6.7%
455 OHI OMEGA HEALTHCARE INVS INC COM Real Estate 583,976.0 $25.6M 0.03% +297K +103.3% $43.82 +11.2%
456 VTR VENTAS INC COM Real Estate 311,502.0 $25.5M 0.03% +180K +136.4% $81.78 +8.0%
457 AON AON PLC SHS CL A Financial Services 78,916.0 $25.5M 0.03% -64K -44.9% $322.79 +0.3%
458 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 56,982.0 $25.4M 0.03% -59K -50.8% $446.54 -2.7%
459 MKSI MKS INC. COM Technology 110,343.0 $25.4M 0.03% +91K +477.0% $229.81 +27.9%
460 TROW PRICE T ROWE GROUP INC COM Financial Services 279,200.0 $25.2M 0.03% +128K +85.1% $90.14 +12.8%
Page 23 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%