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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 23 of 39  ·  769 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 MPC PUT MARATHON PETE CORP Energy 3,600.0 $879K 0.02% NEW $244.18 +1.7%
442 VZ CALL VERIZON COMMUNICATIONS INC Communication Services 17,400.0 $873K 0.02% $50.20 -4.7%
443 MRVL CALL MARVELL TECHNOLOGY INC Technology 8,800.0 $872K 0.02% +6K +252.0% $99.05 +92.5%
444 SMR CALL NUSCALE PWR CORP Utilities 80,000.0 $867K 0.02% NEW $10.84 -4.2%
445 AWK AMERICAN WTR WKS CO INC NEW Utilities 6,343.0 $863K 0.02% NEW $136.09 -9.0%
446 PFE PFIZER INC Healthcare 30,686.0 $862K 0.02% -3K -8.0% $28.08 -7.6%
447 NTRA PUT NATERA INC Healthcare 4,300.0 $860K 0.02% $199.99 +1.9%
448 CVNA CARVANA CO Consumer Cyclical 2,729.0 $858K 0.02% NEW $314.38 -79.5%
449 COF PUT CAPITAL ONE FINL CORP Financial Services 4,700.0 $857K 0.02% -44K -90.4% $182.43 +2.3%
450 GL CALL GLOBE LIFE INC Financial Services 6,000.0 $835K 0.02% NEW $139.17 +12.5%
451 GL PUT GLOBE LIFE INC Financial Services 6,000.0 $835K 0.02% NEW $139.17 +12.5%
452 COHR PUT COHERENT CORP Technology 3,500.0 $834K 0.02% NEW $238.21 +58.7%
453 KMX PUT CARMAX INC Consumer Cyclical 20,000.0 $832K 0.02% NEW $41.58 -6.4%
454 PINS CALL PINTEREST INC Communication Services 45,000.0 $825K 0.02% +30K +200.0% $18.34 +2.6%
455 SPOT PUT SPOTIFY TECHNOLOGY S A Communication Services 1,700.0 $824K 0.02% -2K -57.5% $484.91 -10.6%
456 EOG PUT EOG RES INC Energy 5,700.0 $824K 0.02% +4K +185.0% $144.57 -3.2%
457 DHI D R HORTON INC Consumer Cyclical 5,955.0 $817K 0.02% $137.22 +5.0%
458 TPL CALL TEXAS PACIFIC LAND CORPORATI Energy 1,700.0 $807K 0.02% NEW $474.56 -15.2%
459 AM CALL ANTERO MIDSTREAM CORP Energy 35,000.0 $798K 0.02% $22.80 -4.3%
460 WFC CALL WELLS FARGO & CO Financial Services 10,000.0 $796K 0.02% -24K -70.4% $79.61 -4.8%
Page 23 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%