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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 48 of 180  ·  3,598 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 ZTO ZTO EXPRESS CAYMAN INC SPONSORED ADS A Industrials 332,373.0 $6.9M 0.01% NEW $20.89 +11.2%
942 ONON ON HLDG AG NAMEN AKT A Consumer Cyclical 149,262.0 $6.9M 0.01% NEW $46.48 -15.7%
943 KMX CARMAX INC COM Consumer Cyclical 177,754.0 $6.9M 0.01% NEW $38.64 +0.7%
944 BTSG BRIGHTSPRING HEALTH SVCS INC COM Healthcare 183,103.0 $6.9M 0.01% NEW $37.45 +54.9%
945 IRMD IRADIMED CORP COM Healthcare 70,391.0 $6.8M 0.01% NEW $97.29 -4.2%
946 IYT ISHARES TR US TRSPRTION 91,833.0 $6.8M 0.01% NEW $74.50 +9.2%
947 SONO SONOS INC COM Technology 389,372.0 $6.8M 0.01% NEW $17.56 -14.5%
948 TDW TIDEWATER INC NEW COM Energy 134,738.0 $6.8M 0.01% NEW $50.51 +67.4%
949 GKOS GLAUKOS CORP COM Healthcare 60,232.0 $6.8M 0.01% NEW $112.91 +23.1%
950 FND FLOOR & DECOR HLDGS INC CL A Consumer Cyclical 111,601.0 $6.8M 0.01% NEW $60.89 -20.5%
951 BBVA BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR Financial Services 290,064.0 $6.8M 0.01% NEW $23.31 -2.6%
952 CALL WELLS FARGO CO NEW 1,077,400.0 $6.8M 0.01% NEW $6.27
953 IOT SAMSARA INC COM CL A Technology 190,578.0 $6.8M 0.01% NEW $35.45 -15.0%
954 RHI ROBERT HALF INC. COM Industrials 248,295.0 $6.7M 0.01% NEW $27.16 -3.4%
955 BGC BGC GROUP INC CL A Financial Services 754,248.0 $6.7M 0.01% NEW $8.93 +24.6%
956 THE BALDWIN INSURANCE GRP IN COM CL A 279,770.0 $6.7M 0.01% NEW $24.03
957 STWD STARWOOD PPTY TR INC COM Real Estate 372,837.0 $6.7M 0.01% NEW $18.01 -4.8%
958 ROG ROGERS CORP COM Technology 73,176.0 $6.7M 0.01% NEW $91.57 +45.2%
959 DD DUPONT DE NEMOURS INC COM Basic Materials 165,945.0 $6.7M 0.01% NEW $40.20 +17.3%
960 PUT AMAZON COM INC 2,097,500.0 $6.7M 0.01% NEW $3.17
Page 48 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%