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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 36 of 180  ·  3,598 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 BLDR BUILDERS FIRSTSOURCE INC COM Industrials 112,463.0 $11.6M 0.01% NEW $102.89 -30.8%
702 TKO TKO GROUP HOLDINGS INC CL A Communication Services 55,118.0 $11.5M 0.01% NEW $209.01 -7.6%
703 ENVIRI CORP COM 642,518.0 $11.5M 0.01% NEW $17.92
704 LYFT LYFT INC CL A COM Technology 594,022.0 $11.5M 0.01% NEW $19.37 -32.0%
705 FOUR SHIFT4 PMTS INC CL A Technology 182,665.0 $11.5M 0.01% NEW $62.97 -34.9%
706 MTCH MATCH GROUP INC NEW COM Communication Services 354,946.0 $11.5M 0.01% NEW $32.29 +9.5%
707 ELS EQUITY LIFESTYLE PPTYS INC COM Real Estate 188,898.0 $11.4M 0.01% NEW $60.61 +3.8%
708 HSBC HSBC HLDGS PLC SPON ADR NEW Financial Services 145,262.0 $11.4M 0.01% NEW $78.67 +12.5%
709 CLSK CLEANSPARK INC COM NEW Technology 1,128,257.0 $11.4M 0.01% NEW $10.12 +45.2%
710 IRM IRON MTN INC DEL COM Real Estate 137,582.0 $11.4M 0.01% NEW $82.95 +48.9%
711 MAA MID-AMER APT CMNTYS INC COM Real Estate 82,063.0 $11.4M 0.01% NEW $138.91 -7.5%
712 SNX TD SYNNEX CORPORATION COM Technology 75,685.0 $11.4M 0.01% NEW $150.23 +50.6%
713 STLA STELLANTIS N.V SHS Consumer Cyclical 1,040,552.0 $11.3M 0.01% NEW $10.89 -32.5%
714 CRAI CRA INTL INC COM Industrials 56,447.0 $11.3M 0.01% NEW $200.70 -27.8%
715 CHE CHEMED CORP NEW COM Healthcare 26,466.0 $11.3M 0.01% NEW $427.87 +3.2%
716 IQVIA HLDGS INC COM 50,206.0 $11.3M 0.01% NEW $225.41
717 STLD STEEL DYNAMICS INC COM Basic Materials 66,768.0 $11.3M 0.01% NEW $169.45 +31.8%
718 NEOG NEOGEN CORP COM Healthcare 1,617,597.0 $11.3M 0.01% NEW $6.99 +19.5%
719 FA FIRST ADVANTAGE CORP NEW COM Industrials 777,275.0 $11.3M 0.01% NEW $14.53 +2.5%
720 SMCI SUPER MICRO COMER INC COM NEW Technology 385,348.0 $11.3M 0.01% NEW $29.27 +4.4%
Page 36 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%