BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Sigma Planning Corp

· CIK 0001449126
13F Portfolio $3.6B AUM 1,295 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 127 New 564 Added 476 Reduced 122 Exited
Page 6 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Status
101 HYFI AB ACTIVE ETFS INC 5,533 $210K 0.01% SOLD
102 SFM SPROUTS FMRS MKT INC Consumer Defensive 1,907 $207K 0.01% SOLD
103 BUFF INNOVATOR ETFS TRUST 4,246 $207K 0.01% SOLD
104 SAM BOSTON BEER INC Consumer Defensive 980 $207K 0.01% SOLD
105 PSN PARSONS CORP DEL Industrials 2,495 $207K 0.01% SOLD
106 TRUMP MEDIA & TECHNOLOGY GRO 25,415 $205K 0.01% SOLD
107 ROE EA SERIES TRUST 5,905 $204K 0.01% SOLD
108 DDOG DATADOG INC Technology 1,421 $202K 0.01% SOLD
109 EYLD CAMBRIA ETF TR 5,407 $201K 0.01% SOLD
110 HIG HARTFORD INSURANCE GROUP INC Financial Services 1,502 $200K 0.01% SOLD
111 SWBI SMITH & WESSON BRANDS INC Industrials 10,257 $102K 0.00% SOLD
112 SCWO 374WATER INC Industrials 335,893 $96K 0.00% SOLD
113 UAMY UNITED STATES ANTIMONY CORP Basic Materials 14,960 $93K 0.00% SOLD
114 NVAX NOVAVAX INC Healthcare 10,108 $88K 0.00% SOLD
115 FINV FINVOLUTION GROUP Financial Services 11,000 $81K 0.00% SOLD
116 BTQ BTQ TECHNOLOGIES CORP Technology 11,300 $78K 0.00% SOLD
117 DNUT KRISPY KREME INC Consumer Defensive 19,650 $76K 0.00% SOLD
118 ATOM ATOMERA INC Technology 12,750 $56K 0.00% SOLD
119 IAF ABRDN AUSTRALIA EQUITY FD IN Financial Services 12,100 $56K 0.00% SOLD
120 ASM AVINO SILVER & GOLD MINES LT Basic Materials 10,482 $55K 0.00% SOLD
Page 6 of 7  ·  122 positions
Sector Allocation
Technology 33.7%
Financial Services 21.0%
Consumer Cyclical 9.2%
Communication Services 7.6%
Healthcare 7.5%
Industrials 7.2%
Consumer Defensive 4.5%
Energy 3.1%
Utilities 2.9%
Basic Materials 1.6%