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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 79 of 180  ·  3,598 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 CALL DELL TECHNOLOGIES INC 175,200.0 $1.9M 0.00% NEW $10.88
1562 OWL BLUE OWL CAPITAL INC COM CL A Financial Services 127,555.0 $1.9M 0.00% NEW $14.94 -31.7%
1563 CGNT COGNYTE SOFTWARE LTD ORD SHS Technology 201,819.0 $1.9M 0.00% NEW $9.40 +5.5%
1564 HURN HURON CONSULTING GROUP INC COM Industrials 10,945.0 $1.9M 0.00% NEW $172.86 -39.1%
1565 TTMI TTM TECHNOLOGIES INC COM Technology 27,384.0 $1.9M 0.00% NEW $68.98 +145.5%
1566 LQDA LIQUIDIA CORPORATION COM NEW Healthcare 54,696.0 $1.9M 0.00% NEW $34.48 +79.7%
1567 FRME FIRST MERCHANTS CORP COM Financial Services 50,226.0 $1.9M 0.00% NEW $37.47 +7.4%
1568 CALL CROWDSTRIKE HLDGS INC 177,200.0 $1.9M 0.00% NEW $10.62
1569 WINA WINMARK CORP COM Consumer Cyclical 4,642.0 $1.9M 0.00% NEW $405.00 -11.2%
1570 AVIDITY BIOSCIENCES INC COM 26,042.0 $1.9M 0.00% NEW $72.11
1571 VFC V F CORP COM Consumer Cyclical 103,533.0 $1.9M 0.00% NEW $18.08 -10.3%
1572 PRGO PERRIGO CO PLC SHS Healthcare 134,433.0 $1.9M 0.00% NEW $13.92 -19.8%
1573 RLAY RELAY THERAPEUTICS INC COM Healthcare 220,949.0 $1.9M 0.00% NEW $8.46 +53.9%
1574 BJ BJS WHSL CLUB HLDGS INC COM Consumer Defensive 20,717.0 $1.9M 0.00% NEW $90.02 +4.9%
1575 SOLENO THERAPEUTICS INC COM 40,198.0 $1.9M 0.00% NEW $46.30
1576 BCO BRINKS CO COM Industrials 15,925.0 $1.9M 0.00% NEW $116.73 -10.2%
1577 GUESS INC COM 110,797.0 $1.9M 0.00% NEW $16.75
1578 PENG PENGUIN SOLUTIONS INC COM Technology 94,771.0 $1.9M 0.00% NEW $19.56 +149.5%
1579 MAC MACERICH CO COM Real Estate 100,125.0 $1.8M 0.00% NEW $18.46 +21.2%
1580 RERE ATRENEW INC SPONSORED ADS Consumer Cyclical 348,494.0 $1.8M 0.00% NEW $5.30 -2.3%
Page 79 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%