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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 21 of 39  ·  769 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 CIEN CALL CIENA CORP Technology 2,900.0 $1.1M 0.03% -2K -42.0% $388.23 +51.3%
402 PLXS PLEXUS CORP Technology 5,539.0 $1.1M 0.03% +3K +136.1% $202.54 +27.6%
403 OMC OMNICOM GROUP INC Communication Services 14,720.0 $1.1M 0.03% NEW $75.31 -2.0%
404 AKAM AKAMAI TECHNOLOGIES INC Technology 9,647.0 $1.1M 0.03% NEW $114.85 +27.3%
405 ROKU ROKU INC Communication Services 11,663.0 $1.1M 0.03% NEW $94.62 +31.2%
406 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 8,679.0 $1.1M 0.03% +632.0 +7.8% $125.46 +4.8%
407 FEZ SPDR INDEX SHS FDS 17,500.0 $1.1M 0.03% $62.08 +8.7%
408 GS GOLDMAN SACHS GROUP INC Financial Services 1,274.0 $1.1M 0.03% NEW $845.99 +16.8%
409 DVA CALL DAVITA INC Healthcare 7,000.0 $1.1M 0.03% NEW $153.69 +29.3%
410 SN CALL SHARKNINJA INC Consumer Cyclical 10,000.0 $1.1M 0.03% NEW $105.90 -3.7%
411 MDT CALL MEDTRONIC PLC Healthcare 12,200.0 $1.1M 0.03% NEW $86.65 -9.8%
412 TMUS CALL T-MOBILE US INC Communication Services 5,000.0 $1.1M 0.03% $210.03 -9.5%
413 IYR ISHARES TR 11,092.0 $1.0M 0.03% NEW $94.56 +8.5%
414 VLO VALERO ENERGY CORP Energy 4,240.0 $1.0M 0.03% NEW $247.08 +2.7%
415 LULU LULULEMON ATHLETICA INC Consumer Cyclical 6,783.0 $1.0M 0.03% -8K -55.2% $153.10 -17.2%
416 AER AERCAP HOLDINGS NV Industrials 7,549.0 $1.0M 0.03% NEW $137.18 +1.7%
417 XHB PUT SPDR SERIES TRUST 10,400.0 $1.0M 0.03% $98.72 +0.9%
418 BUNGE GLOBAL SA 8,070.0 $1.0M 0.03% NEW $127.20
419 BIIB BIOGEN INC Healthcare 5,500.0 $1.0M 0.03% -5K -49.6% $183.33 +3.3%
420 OKLO PUT OKLO INC Utilities 20,000.0 $992K 0.03% +10K +100.0% $49.59 +31.3%
Page 21 of 39  ·  769 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%