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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 4 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IREN PUT IREN LIMITED Financial Services 289,400.0 $10.9M 0.34% NEW $37.77 +53.7%
62 REGN CALL REGENERON PHARMACEUTICALS Healthcare 14,000.0 $10.8M 0.34% NEW $771.87 -15.8%
63 NVDA PUT NVIDIA CORPORATION Technology 56,500.0 $10.5M 0.33% NEW $186.50 +17.7%
64 HCA CALL HCA HEALTHCARE INC Healthcare 22,500.0 $10.5M 0.33% NEW $466.86 -15.9%
65 BAC BANK AMERICA CORP Financial Services 190,774.0 $10.5M 0.33% NEW $55.00 -6.4%
66 INTU PUT INTUIT Technology 15,500.0 $10.3M 0.32% NEW $662.42 -53.6%
67 VRTX VERTEX PHARMACEUTICALS INC Healthcare 20,864.0 $9.5M 0.29% NEW $453.36 -5.1%
68 NOW CALL SERVICENOW INC Technology 61,000.0 $9.3M 0.29% NEW $153.19 -34.9%
69 GOOGL ALPHABET INC Communication Services 29,807.0 $9.3M 0.29% NEW $313.00 +23.9%
70 XLU PUT SELECT SECTOR SPDR TR 215,000.0 $9.2M 0.28% NEW $42.69 +5.4%
71 WMT CALL WALMART INC Consumer Defensive 81,100.0 $9.0M 0.28% NEW $111.41 +17.4%
72 XLK PUT SELECT SECTOR SPDR TR 61,000.0 $8.8M 0.27% NEW $143.97 +24.1%
73 NXT CALL NEXTPOWER INC Technology 100,400.0 $8.7M 0.27% NEW $87.11 +38.9%
74 INTC CALL INTEL CORP Technology 235,000.0 $8.7M 0.27% NEW $36.90 +221.1%
75 CVNA PUT CARVANA CO Consumer Cyclical 20,000.0 $8.4M 0.26% NEW $422.02 -84.7%
76 HD HOME DEPOT INC Consumer Cyclical 24,461.0 $8.4M 0.26% NEW $344.10 -8.8%
77 CRM PUT SALESFORCE INC Technology 31,400.0 $8.3M 0.26% NEW $264.91 -33.4%
78 NFLX PUT NETFLIX INC Communication Services 88,100.0 $8.3M 0.26% NEW $93.76 -4.8%
79 BKNG PUT BOOKING HOLDINGS INC Consumer Cyclical 1,500.0 $8.0M 0.25% NEW $5355.33 -97.0%
80 XLV PUT SELECT SECTOR SPDR TR 50,000.0 $7.7M 0.24% NEW $154.80 -4.3%
Page 4 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%