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Portfolio (Quarterly) Guide ↗

SIG BROKERAGE, LP

· CIK 0001094429
13F Portfolio $3.2B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 656 New
Page 16 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 AMAT PUT APPLIED MATLS INC Technology 5,000.0 $1.3M 0.04% NEW $256.99 +68.2%
302 WVE CALL WAVE LIFE SCIENCES LTD Healthcare 75,000.0 $1.3M 0.04% NEW $17.00 -62.5%
303 MPT PUT MEDICAL PPTYS TRUST INC Financial Services 252,300.0 $1.3M 0.04% NEW $5.00 +1.6%
304 NKE PUT NIKE INC Consumer Cyclical 19,800.0 $1.3M 0.04% NEW $63.71 -29.9%
305 EL LAUDER ESTEE COS INC Consumer Defensive 12,042.0 $1.3M 0.04% NEW $104.72 -15.7%
306 BKLN INVESCO EXCH TRADED FD TR II 60,000.0 $1.3M 0.04% NEW $21.00 -2.5%
307 AXP PUT AMERICAN EXPRESS CO Financial Services 3,400.0 $1.3M 0.04% NEW $369.95 -15.7%
308 ARKG ARK ETF TR 43,405.0 $1.3M 0.04% NEW $28.97 +5.9%
309 ADI PUT ANALOG DEVICES INC Technology 4,600.0 $1.2M 0.04% NEW $271.20 +46.4%
310 YPF YPF SOCIEDAD ANONIMA Energy 34,419.0 $1.2M 0.04% NEW $36.16 +32.6%
311 MRK PUT MERCK & CO INC Healthcare 11,800.0 $1.2M 0.04% NEW $105.26 +16.3%
312 JNJ PUT JOHNSON & JOHNSON Healthcare 6,000.0 $1.2M 0.04% NEW $206.95 +13.2%
313 COLD PUT AMERICOLD REALTY TRUST INC Real Estate 96,400.0 $1.2M 0.04% NEW $12.86 +15.2%
314 AMT CALL AMERICAN TOWER CORP NEW Real Estate 6,900.0 $1.2M 0.04% NEW $175.57 +4.7%
315 AHCO PUT ADAPTHEALTH CORP Healthcare 121,500.0 $1.2M 0.04% NEW $9.96 +4.9%
316 LMT CALL LOCKHEED MARTIN CORP Industrials 2,500.0 $1.2M 0.04% NEW $483.67 +10.2%
317 FAST PUT FASTENAL CO Industrials 30,000.0 $1.2M 0.04% NEW $40.13 +9.5%
318 QCOM PUT QUALCOMM INC Technology 7,000.0 $1.2M 0.04% NEW $171.05 +39.2%
319 XLY CALL SELECT SECTOR SPDR TR 10,000.0 $1.2M 0.04% NEW $119.41 -0.2%
320 RTX PUT RTX CORPORATION Industrials 6,500.0 $1.2M 0.04% NEW $183.40 -3.5%
Page 16 of 33  ·  656 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 31.8%
Healthcare 17.2%
Technology 14.9%
Consumer Cyclical 9.3%
Communication Services 8.4%
Industrials 7.1%
Energy 3.8%
Consumer Defensive 3.0%
Basic Materials 2.5%
Utilities 1.9%