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Portfolio (Quarterly) Guide ↗

SG Americas Securities, LLC

· CIK 0001313360
13F Portfolio $92.9B AUM 3,194 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 287 New 1251 Added 1532 Reduced 709 Exited
Page 19 of 63  ·  1,251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 PKG PACKAGING CORP AMER COM Consumer Cyclical 112,138.0 $23.8M 0.03% +5K +4.7% $212.22 -0.7%
362 GVA GRANITE CONSTR INC COM Industrials 197,987.0 $23.7M 0.03% +5K +2.8% $119.88 +14.5%
363 TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS Healthcare 780,518.0 $23.5M 0.03% +546K +232.2% $30.12 +13.0%
364 CF CF INDUSTRIES HOLD COM Basic Materials 179,800.0 $23.3M 0.03% +96K +114.6% $129.84 -1.5%
365 DAN DANA INC COM Consumer Cyclical 690,454.0 $23.2M 0.03% +643K +1341.4% $33.65 -1.1%
366 FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW Industrials 99,028.0 $23.1M 0.03% +15K +17.6% $233.26 -5.7%
367 BLOCK INC CL A 383,471.0 $23.1M 0.03% +82K +27.2% $60.18
368 AVPT AVEPOINT INC COM CL A Technology 2,391,696.0 $22.7M 0.02% +1.8M +335.2% $9.51 +6.5%
369 AVT AVNET INC COM Technology 367,698.0 $22.7M 0.02% +258K +235.7% $61.62 +33.6%
370 INSM INSMED INC COM PAR $.01 Healthcare 137,149.0 $22.4M 0.02% +70K +105.4% $163.52 -34.5%
371 CTLP CANTALOUPE INC COM Technology 2,071,355.0 $22.4M 0.02% +1.8M +574.8% $10.81 +3.6%
372 TPL TEXAS PACIFIC LAND CORPORATI COM Energy 46,957.0 $22.3M 0.02% +38K +408.5% $474.56 -18.5%
373 SMURFIT WESTROCK PLC 555,264.0 $22.1M 0.02% +403K +264.5% $39.85
374 ESS ESSEX PPTY TR INC COM Real Estate 91,254.0 $22.1M 0.02% +29K +45.5% $241.99 +12.5%
375 CORPAY INC COM 75,549.0 $22.0M 0.02% +51K +211.2% $290.99
376 TRNO TERRENO RLTY CORP COM Real Estate 357,735.0 $22.0M 0.02% +57K +18.9% $61.42 +7.1%
377 SF STIFEL FINL CORP COM Financial Services 296,572.0 $21.9M 0.02% +171K +136.8% $73.92 +0.2%
378 RMD RESMED INC COM Healthcare 97,275.0 $21.8M 0.02% +51K +111.1% $224.48 -9.1%
379 ADM ARCHER DANIELS MIDLAND CO COM Consumer Defensive 299,426.0 $21.8M 0.02% +229K +324.0% $72.69 +9.2%
380 GDDY GODADDY INC CL A Technology 262,951.0 $21.7M 0.02% +12K +4.6% $82.67 +10.5%
Page 19 of 63  ·  1,251 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
Technology 26.7%
Communication Services 16.0%
Financial Services 15.3%
Healthcare 10.4%
Industrials 8.5%
Consumer Cyclical 7.8%
Consumer Defensive 4.3%
Real Estate 3.8%
Energy 2.8%
Basic Materials 2.6%