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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 7 of 39  ·  769 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CALL BERKSHIRE HATHAWAY INC DEL 12,000.0 $5.8M 0.15% +5K +71.4% $479.20
122 WSM PUT WILLIAMS SONOMA INC Consumer Cyclical 31,100.0 $5.7M 0.15% NEW $182.33 -1.1%
123 APOS CALL APOLLO GLOBAL MGMT INC Financial Services 50,000.0 $5.6M 0.15% -473K -90.4% $111.42 -76.5%
124 UNH UNITEDHEALTH GROUP INC Healthcare 20,352.0 $5.5M 0.14% +19K +1176.8% $270.59 +41.7%
125 RCL CALL ROYAL CARIBBEAN GROUP Consumer Cyclical 20,000.0 $5.5M 0.14% $275.18 -7.7%
126 GEV PUT GE VERNOVA INC Utilities 6,300.0 $5.5M 0.14% +2K +31.2% $872.90 +19.6%
127 AMZN CALL AMAZON COM INC Consumer Cyclical 26,000.0 $5.4M 0.14% -6K -19.0% $208.27 +28.9%
128 DVY ISHARES TR 34,954.0 $5.3M 0.14% $151.41 +1.8%
129 SMH VANECK ETF TRUST 13,652.0 $5.2M 0.14% +2K +17.3% $383.40 +48.0%
130 SATS CALL ECHOSTAR CORP Technology 44,300.0 $5.2M 0.14% +20K +85.4% $117.07 +21.1%
131 NFLX NETFLIX INC. Communication Services 53,785.0 $5.2M 0.14% NEW $96.15 -7.1%
132 SO CALL SOUTHERN CO Utilities 53,400.0 $5.2M 0.14% NEW $96.52 -3.0%
133 LQD ISHARES TR 45,489.0 $5.0M 0.13% +31K +211.8% $108.99 -0.8%
134 U CALL UNITY SOFTWARE INC Technology 225,000.0 $4.9M 0.13% +205K +1025.0% $21.94 +19.6%
135 GOOGL CALL ALPHABET INC Communication Services 17,000.0 $4.9M 0.13% +8K +88.9% $287.56 +34.8%
136 OWL CALL BLUE OWL CAPITAL INC Financial Services 534,900.0 $4.9M 0.13% NEW $9.13 +11.7%
137 RTX CALL RTX CORPORATION Industrials 25,000.0 $4.8M 0.13% NEW $192.90 -9.4%
138 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 14,259.0 $4.8M 0.13% NEW $337.95 +18.8%
139 NYT PUT NEW YORK TIMES CO MTN BE Communication Services 57,000.0 $4.8M 0.13% NEW $83.73 -11.3%
140 ACN CALL ACCENTURE PLC IRELAND Technology 23,500.0 $4.7M 0.12% +16K +235.7% $198.29 -10.3%
Page 7 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%