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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 27 of 63  ·  1,251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 AXON AXON ENTERPRISE INC COM Industrials 26,112.0 $11.1M 0.01% +9K +56.2% $424.71 -6.2%
522 NI NISOURCE INC COM Utilities 237,527.0 $11.1M 0.01% +41K +21.0% $46.66 +1.6%
523 AGO ASSURED GUARANTY LTD COM Financial Services 135,233.0 $11.0M 0.01% +63K +87.5% $81.48 -3.3%
524 CSGP COSTAR GROUP INC COM Real Estate 272,347.0 $11.0M 0.01% +37K +15.9% $40.34 -16.2%
525 KMT KENNAMETAL INC COM Industrials 300,207.0 $10.8M 0.01% +26K +9.5% $36.13 -4.3%
526 CRBG COREBRIDGE FINL INC COM Financial Services 453,453.0 $10.8M 0.01% +177K +63.9% $23.86 +15.5%
527 AYI ACUITY INC COM Industrials 38,322.0 $10.7M 0.01% +35K +981.6% $280.23 -0.4%
528 NTRA NATERA INC COM Healthcare 53,609.0 $10.7M 0.01% +17K +45.2% $199.99 -2.0%
529 OSK OSHKOSH CORP COM Industrials 72,767.0 $10.7M 0.01% +25K +50.8% $147.21 -19.1%
530 ILMN ILLUMINA INC COM Healthcare 86,318.0 $10.6M 0.01% +6K +8.0% $123.27 +14.9%
531 REZI RESIDEO TECHNOLOGIES INC COM Industrials 314,845.0 $10.6M 0.01% +56K +21.4% $33.71 -20.5%
532 HSY HERSHEY CO COM Consumer Defensive 50,984.0 $10.6M 0.01% +17K +50.8% $207.89 -7.3%
533 MP MP MATERIALS CORP COM CL A Basic Materials 218,200.0 $10.5M 0.01% +60K +38.2% $48.26 +13.8%
534 FIG FIGMA INC CLASS A COM STK Technology 497,551.0 $10.5M 0.01% +347K +230.3% $21.14 +10.1%
535 DAR DARLING INGREDIENTS INC COM Consumer Defensive 169,313.0 $10.5M 0.01% +152K +858.9% $61.85 -3.1%
536 IT GARTNER INC COM Technology 65,792.0 $10.4M 0.01% +5K +7.5% $158.35 -2.7%
537 WEX WEX INC COM Technology 67,927.0 $10.4M 0.01% +53K +363.1% $153.05 -7.8%
538 KLIC KULICKE & SOFFA INDS INC COM Technology 157,996.0 $10.4M 0.01% +84K +113.5% $65.72 +48.5%
539 EHC ENCOMPASS HEALTH CORP COM Healthcare 107,288.0 $10.4M 0.01% +19K +21.8% $96.73 +9.7%
540 COLD AMERICOLD REALTY TRUST INC COM Real Estate 902,429.0 $10.3M 0.01% +116K +14.7% $11.46 +22.2%
Page 27 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%