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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 37 of 180  ·  3,598 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 BRIDGEBIO PHARMA INC NOTE 2.500 3/1 59,850.0 $11.2M 0.01% NEW $187.67
722 XLE SELECT SECTOR SPDR TR STATE STREET ENE 250,633.0 $11.2M 0.01% NEW $44.71 +33.7%
723 PODD INSULET CORP COM Healthcare 39,261.0 $11.2M 0.01% NEW $284.25 -45.6%
724 RPRX ROYALTY PHARMA PLC SHS CLASS A Healthcare 288,202.0 $11.1M 0.01% NEW $38.64 +35.6%
725 RMD RESMED INC COM Healthcare 46,074.0 $11.1M 0.01% NEW $240.87 -13.7%
726 SCSC SCANSOURCE INC COM Technology 283,756.0 $11.1M 0.01% NEW $39.06 +8.8%
727 IWF ISHARES TR RUS 1000 GRW ETF 23,371.0 $11.1M 0.01% NEW $473.28 -73.7%
728 BILL BILL HOLDINGS INC COM Technology 202,621.0 $11.1M 0.01% NEW $54.54 -29.7%
729 DXC DXC TECHNOLOGY CO COM Technology 752,329.0 $11.0M 0.01% NEW $14.65 -39.0%
730 PUT UNITEDHEALTH GROUP INC 2,488,200.0 $10.9M 0.01% NEW $4.40
731 CALL JOHNSON & JOHNSON 1,965,200.0 $10.9M 0.01% NEW $5.55
732 TLT ISHARES TR 20 YR TR BD ETF 125,052.0 $10.9M 0.01% NEW $87.16 -3.7%
733 PUT BLOOM ENERGY CORP 448,000.0 $10.8M 0.01% NEW $24.21
734 HL HECLA MNG CO COM Basic Materials 565,059.0 $10.8M 0.01% NEW $19.19 -14.7%
735 VLO VALERO ENERGY CORP COM Energy 66,214.0 $10.8M 0.01% NEW $162.79 +61.3%
736 SLVM SYLVAMO CORP COMMON STOCK Basic Materials 223,568.0 $10.8M 0.01% NEW $48.15 -25.6%
737 UUUU ENERGY FUELS INC COM NEW Energy 739,355.0 $10.8M 0.01% NEW $14.54 +11.3%
738 ENTERGY CORP NEW COM 116,014.0 $10.7M 0.01% NEW $92.43
739 GXO GXO LOGISTICS INCORPORATED COMMON STOCK Industrials 203,407.0 $10.7M 0.01% NEW $52.64 -13.5%
740 CALL META PLATFORMS INC 352,500.0 $10.6M 0.01% NEW $30.13
Page 37 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%