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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 25 of 159  ·  3,176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 TSN TYSON FOODS INC CL A Consumer Defensive 371,431.0 $23.8M 0.03% -146K -28.1% $64.07 +3.3%
482 GVA GRANITE CONSTR INC COM Industrials 197,987.0 $23.7M 0.03% +5K +2.8% $119.88 +10.5%
483 PUT NVIDIA CORPORATION 2,750,600.0 $23.6M 0.03% -2.7M -50.0% $8.58
484 CCJ CAMECO CORP COM Energy 217,275.0 $23.6M 0.03% -13K -5.6% $108.61 -4.2%
485 TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS Healthcare 780,518.0 $23.5M 0.03% +546K +232.2% $30.12 +13.1%
486 STE STERIS PLC SHS USD Healthcare 105,707.0 $23.4M 0.03% -51K -32.7% $221.13 -3.7%
487 CF CF INDUSTRIES HOLD COM Basic Materials 179,800.0 $23.3M 0.03% +96K +114.6% $129.84 -5.0%
488 DAN DANA INC COM Consumer Cyclical 690,454.0 $23.2M 0.03% +643K +1341.4% $33.65 -4.5%
489 EME EMCOR GROUP INC COM Industrials 31,414.0 $23.2M 0.03% -8K -21.1% $738.30 +15.7%
490 FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW Industrials 99,028.0 $23.1M 0.03% +15K +17.6% $233.26 -5.0%
491 BLOCK INC CL A 383,471.0 $23.1M 0.03% +82K +27.2% $60.18
492 SBUX STARBUCKS CORP COM Consumer Cyclical 265,970.0 $22.9M 0.03% -1.0M -79.7% $86.25 +23.3%
493 STRATEGY INC NOTE 0.625 3/1 200,000.0 $22.8M 0.03% $114.19
494 EQT EQT CORP COM Energy 406,393.0 $22.8M 0.03% -111K -21.5% $56.05 +2.5%
495 AVPT AVEPOINT INC COM CL A Technology 2,391,696.0 $22.7M 0.02% +1.8M +335.2% $9.51 +6.5%
496 AVT AVNET INC COM Technology 367,698.0 $22.7M 0.02% +258K +235.7% $61.62 +37.5%
497 INSM INSMED INC COM PAR $.01 Healthcare 137,149.0 $22.4M 0.02% +70K +105.4% $163.52 -34.3%
498 CDW CDW CORP COM Technology 185,196.0 $22.4M 0.02% -4K -2.2% $121.02 -12.2%
499 CTLP CANTALOUPE INC COM Technology 2,071,355.0 $22.4M 0.02% +1.8M +574.8% $10.81 +3.6%
500 NTRS NORTHERN TR CORP COM Financial Services 159,857.0 $22.3M 0.02% -20K -11.3% $139.57 +18.2%
Page 25 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%