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Portfolio (Quarterly) Guide ↗

SIG BROKERAGE, LP

· CIK 0001094429
13F Portfolio $3.8B AUM 769 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 358 New 161 Added 133 Reduced 245 Exited
Page 8 of 18  ·  358 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AKAM AKAMAI TECHNOLOGIES INC Technology 9,647.0 $1.1M 0.03% NEW $114.85 +27.3%
142 ROKU ROKU INC Communication Services 11,663.0 $1.1M 0.03% NEW $94.62 +31.2%
143 GS GOLDMAN SACHS GROUP INC Financial Services 1,274.0 $1.1M 0.03% NEW $845.99 +16.8%
144 DVA CALL DAVITA INC Healthcare 7,000.0 $1.1M 0.03% NEW $153.69 +29.3%
145 SN CALL SHARKNINJA INC Consumer Cyclical 10,000.0 $1.1M 0.03% NEW $105.90 -3.7%
146 MDT CALL MEDTRONIC PLC Healthcare 12,200.0 $1.1M 0.03% NEW $86.65 -9.8%
147 IYR ISHARES TR 11,092.0 $1.0M 0.03% NEW $94.56 +8.5%
148 VLO VALERO ENERGY CORP Energy 4,240.0 $1.0M 0.03% NEW $247.08 +2.7%
149 AER AERCAP HOLDINGS NV Industrials 7,549.0 $1.0M 0.03% NEW $137.18 +1.7%
150 BUNGE GLOBAL SA 8,070.0 $1.0M 0.03% NEW $127.20
151 DUK PUT DUKE ENERGY CORP NEW Utilities 7,500.0 $982K 0.03% NEW $130.94 -4.8%
152 MSTR STRATEGY INC Technology 7,816.0 $975K 0.03% NEW $124.80 +32.1%
153 EOSE CALL EOS ENERGY ENTERPRISES INC Industrials 195,000.0 $967K 0.03% NEW $4.96 +64.7%
154 CE PUT CELANESE CORP DEL Basic Materials 14,600.0 $960K 0.03% NEW $65.77 -19.6%
155 HAS CALL HASBRO INC Consumer Cyclical 10,100.0 $945K 0.03% NEW $93.60 -3.8%
156 CTRA COTERRA ENERGY INC Energy 26,685.0 $938K 0.03% NEW $35.14 -7.3%
157 CALL ETORO GROUP LTD 31,000.0 $931K 0.03% NEW $30.03
158 PUT ETORO GROUP LTD 31,000.0 $931K 0.03% NEW $30.03
159 ON CALL ON SEMICONDUCTOR CORP Technology 15,000.0 $929K 0.03% NEW $61.92 +77.0%
160 JD JD.COM INC Consumer Cyclical 30,711.0 $908K 0.02% NEW $29.57 +6.4%
Page 8 of 18  ·  358 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
Financial Services 20.4%
Healthcare 19.6%
Technology 18.7%
Consumer Cyclical 11.1%
Communication Services 10.3%
Industrials 7.0%
Energy 5.1%
Consumer Defensive 3.3%
Basic Materials 2.4%
Utilities 1.6%