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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 30 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 EQNR CALL EQUINOR ASA Energy 9,500.0 $224K 0.01% NEW $23.63 +63.6%
582 PTLO PORTILLOS INC Consumer Cyclical 49,437.0 $224K 0.01% NEW $4.54 -14.1%
583 MTH MERITAGE HOMES CORP Consumer Cyclical 3,363.0 $221K 0.01% NEW $65.80 -2.9%
584 SOXX ISHARES TR 733.0 $221K 0.01% NEW $301.15 +74.4%
585 AVXL CALL ANAVEX LIFE SCIENCES CORP Healthcare 62,000.0 $221K 0.01% NEW $3.56 -23.9%
586 MP MP MATERIALS CORP Basic Materials 4,349.0 $220K 0.01% NEW $50.52 +22.2%
587 NUE NUCOR CORP Basic Materials 1,338.0 $218K 0.01% NEW $163.11 +38.8%
588 BTU PEABODY ENERGY CORP Energy 7,288.0 $216K 0.01% NEW $29.70 -17.8%
589 UWMC PUT UWM HOLDINGS CORPORATION Financial Services 49,300.0 $216K 0.01% NEW $4.38 -31.3%
590 EOG EOG RES INC Energy 2,046.0 $215K 0.01% NEW $105.01 +33.3%
591 AGNC PUT AGNC INVT CORP Real Estate 20,000.0 $214K 0.01% NEW $10.72 -4.3%
592 MS CALL MORGAN STANLEY Financial Services 1,200.0 $213K 0.01% NEW $177.53 +12.9%
593 MRVL CALL MARVELL TECHNOLOGY INC Technology 2,500.0 $212K 0.01% NEW $84.98 +124.4%
594 MRVL PUT MARVELL TECHNOLOGY INC Technology 2,500.0 $212K 0.01% NEW $84.98 +124.4%
595 LUMN CALL LUMEN TECHNOLOGIES INC Communication Services 27,300.0 $212K 0.01% NEW $7.77 +21.5%
596 SOMNIGROUP INTERNATIONAL INC 2,368.0 $211K 0.01% NEW $89.28
597 CONFLUENT INC 6,958.0 $210K 0.01% NEW $30.24
598 EOG PUT EOG RES INC Energy 2,000.0 $210K 0.01% NEW $105.01 +33.3%
599 AA ALCOA CORP Basic Materials 3,944.0 $210K 0.01% NEW $53.14 +24.7%
600 WMS ADVANCED DRAIN SYS INC DEL Industrials 1,412.0 $204K 0.01% NEW $144.83 -5.5%
Page 30 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%