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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 73 of 180  ·  3,598 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 DYNAVAX TECHNOLOGIES CORP COM NEW 150,876.0 $2.3M 0.00% NEW $15.38
1442 EZU ISHARES INC MSCI EURZONE ETF 36,161.0 $2.3M 0.00% NEW $64.10 +6.5%
1443 CSIQ CANADIAN SOLAR INC COM Energy 97,459.0 $2.3M 0.00% NEW $23.77 -23.9%
1444 JOE ST JOE CO COM Real Estate 38,860.0 $2.3M 0.00% NEW $59.37 +7.9%
1445 ATMU ATMUS FILTRATION TECHNOLOGIE COM Industrials 44,357.0 $2.3M 0.00% NEW $51.92 -6.7%
1446 PUT NOVO-NORDISK A S 2,212,500.0 $2.3M 0.00% NEW $1.04
1447 BFAM BRIGHT HORIZONS FAM SOL IN D COM Consumer Cyclical 22,544.0 $2.3M 0.00% NEW $101.40 -33.4%
1448 ATRO ASTRONICS CORP COM Industrials 42,023.0 $2.3M 0.00% NEW $54.23 +47.3%
1449 AEO AMERICAN EAGLE OUTFITTERS IN COM Consumer Cyclical 85,918.0 $2.3M 0.00% NEW $26.37 -37.2%
1450 FIRST HAWAIIAN INC COM 89,506.0 $2.3M 0.00% NEW $25.31
1451 CALL ETSY INC 1,275,000.0 $2.3M 0.00% NEW $1.77
1452 AGYS AGILYSYS INC COM Technology 19,009.0 $2.3M 0.00% NEW $118.84 -33.1%
1453 LMND LEMONADE INC COM Financial Services 31,652.0 $2.3M 0.00% NEW $71.18 -19.9%
1454 CALL AFFIRM HLDGS INC 120,000.0 $2.2M 0.00% NEW $18.75
1455 CALL JOHNSON CTLS INTL PLC 483,900.0 $2.2M 0.00% NEW $4.63
1456 GLOB GLOBANT S A COM Technology 34,292.0 $2.2M 0.00% NEW $65.38 -37.9%
1457 CBL CBL & ASSOC PPTYS INC COMMON STOCK Real Estate 60,167.0 $2.2M 0.00% NEW $37.00 +29.7%
1458 JACK JACK IN THE BOX INC COM Consumer Cyclical 117,457.0 $2.2M 0.00% NEW $18.95 -40.1%
1459 MZTI MARZETTI COMPANY COM Consumer Defensive 13,536.0 $2.2M 0.00% NEW $164.45 -31.4%
1460 CALL MSCI INC 47,500.0 $2.2M 0.00% NEW $46.67
Page 73 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%