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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 6 of 39  ·  769 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MRK MERCK & CO INC Healthcare 59,556.0 $7.2M 0.19% +18K +43.9% $120.29 -3.7%
102 GILD GILEAD SCIENCES INC Healthcare 51,303.0 $7.2M 0.19% -597.0 -1.1% $139.37 -6.4%
103 PUT SANDISK CORP 11,000.0 $7.0M 0.18% -4K -26.7% $635.34
104 SCCO PUT SOUTHERN COPPER CORP Basic Materials 38,700.0 $6.7M 0.18% NEW $172.06 +1.2%
105 APP CALL APPLOVIN CORP Technology 16,600.0 $6.6M 0.17% NEW $398.00 +22.1%
106 INTC CALL INTEL CORP Technology 146,000.0 $6.4M 0.17% -89K -37.9% $44.13 +168.5%
107 BKNG PUT BOOKING HOLDINGS INC Consumer Cyclical 1,500.0 $6.3M 0.17% $4210.32 -96.2%
108 MU MICRON TECHNOLOGY INC Technology 18,631.0 $6.3M 0.17% NEW $337.84 +125.6%
109 SOXX PUT ISHARES TR 19,000.0 $6.2M 0.17% NEW $328.66 +59.8%
110 IGV PUT ISHARES TR 76,200.0 $6.1M 0.16% NEW $80.05 +15.5%
111 V PUT VISA INC Financial Services 20,000.0 $6.0M 0.16% +16K +400.0% $302.24 +9.4%
112 CRWD PUT CROWDSTRIKE HLDGS INC Technology 15,400.0 $6.0M 0.16% NEW $390.41 +66.0%
113 HYG CALL ISHARES TR 75,000.0 $6.0M 0.16% NEW $79.56 +0.4%
114 CI CALL THE CIGNA GROUP Healthcare 22,300.0 $5.9M 0.16% $266.75 +5.7%
115 NVDA PUT NVIDIA CORPORATION Technology 33,900.0 $5.9M 0.16% -23K -40.0% $174.40 +25.9%
116 BE CALL BLOOM ENERGY CORP Industrials 43,500.0 $5.9M 0.16% +22K +97.7% $135.49 +127.2%
117 AIG CALL AMERICAN INTL GROUP INC Financial Services 77,800.0 $5.9M 0.15% -12K -13.6% $75.25 +4.5%
118 CB CHUBB LTD SWITZ Financial Services 17,961.0 $5.9M 0.15% +720.0 +4.2% $325.93 +1.3%
119 GLW PUT CORNING INC Technology 43,000.0 $5.8M 0.15% NEW $135.97 +41.1%
120 CNR CALL CORE NATURAL RESOURCES INC Energy 55,000.0 $5.8M 0.15% $104.73 -19.8%
Page 6 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%