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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 4 of 39  ·  769 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MSFT PUT MICROSOFT CORP Technology 33,000.0 $12.2M 0.32% +17K +106.2% $370.17 +13.2%
62 XLB SELECT SECTOR SPDR TR 242,459.0 $12.1M 0.32% NEW $49.97 +0.1%
63 V CALL VISA INC Financial Services 39,400.0 $11.9M 0.32% +18K +79.9% $302.24 +9.4%
64 CRWV CALL COREWEAVE INC Technology 152,500.0 $11.8M 0.31% -56K -26.7% $77.47 +38.9%
65 JNJ CALL JOHNSON & JOHNSON Healthcare 48,100.0 $11.8M 0.31% +37K +333.3% $244.44 -5.2%
66 CAT PUT CATERPILLAR INC Industrials 16,500.0 $11.7M 0.31% NEW $708.46 +22.2%
67 REGN CALL REGENERON PHARMACEUTICALS Healthcare 15,000.0 $11.6M 0.31% +1K +7.1% $772.64 -15.9%
68 GOOG PUT ALPHABET INC Communication Services 38,600.0 $11.1M 0.29% +22K +136.8% $286.86 +33.7%
69 NKE CALL NIKE INC Consumer Cyclical 206,100.0 $10.9M 0.29% -10K -4.6% $52.82 -16.0%
70 HCA CALL HCA HEALTHCARE INC Healthcare 22,500.0 $10.6M 0.28% $473.24 -17.0%
71 SCHW SCHWAB CHARLES CORP Financial Services 107,623.0 $10.1M 0.27% -6K -5.3% $93.98 -4.1%
72 WMT CALL WALMART INC Consumer Defensive 81,100.0 $10.1M 0.27% $124.28 +5.3%
73 HYG PUT ISHARES TR 124,500.0 $9.9M 0.26% -420K -77.1% $79.56 +0.4%
74 BLK CALL BLACKROCK INC Financial Services 10,000.0 $9.6M 0.25% NEW $961.71 +10.6%
75 GDX CALL VANECK ETF TRUST 104,300.0 $9.6M 0.25% +75K +256.0% $91.77 -6.2%
76 JPM CALL JPMORGAN CHASE & CO Financial Services 32,400.0 $9.5M 0.25% -34K -51.6% $294.16 +3.0%
77 NFLX PUT NETFLIX INC. Communication Services 97,900.0 $9.4M 0.25% +10K +11.1% $96.15 -7.1%
78 EWZ ISHARES INC 236,657.0 $9.1M 0.24% +48K +25.2% $38.39 -3.6%
79 AXP CALL AMERICAN EXPRESS CO Financial Services 29,800.0 $9.0M 0.24% -56K -65.5% $302.48 +2.4%
80 UPS CALL UNITED PARCEL SVCS INC Industrials 90,700.0 $8.9M 0.24% +86K +1714.0% $98.38 +0.5%
Page 4 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%