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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 6 of 15  ·  287 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GIB CGI INC CL A SUB VTG Technology 6,426.0 $470K 0.00% NEW $73.14 -11.6%
102 TK TEEKAY CORPORATION LTD Energy 37,411.0 $457K NEW $12.22 +8.5%
103 WBI WATERBRIDGE INFRASTRUCTURE L CL A SHS REPSTG Energy 17,045.0 $457K NEW $26.81 +15.6%
104 TECK TECK RESOURCES LTD CL B Basic Materials 8,786.0 $455K NEW $51.79 +16.5%
105 GFL GFL ENVIRONMENTAL INC SUB VTG Industrials 10,796.0 $450K NEW $41.68 -9.9%
106 CALL BHP BILLITON LIMITED 50,000.0 $440K NEW $8.80
107 ASPI ASP ISOTOPES INC COM Basic Materials 97,985.0 $433K NEW $4.42 +25.8%
108 CALL VALE S A 355,100.0 $431K NEW $1.21
109 MUX MCEWEN INC. COM NEW Basic Materials 21,122.0 $431K NEW $20.41 +9.8%
110 AEHR AEHR TEST SYS COM Technology 11,384.0 $422K NEW $37.07 +128.3%
111 TS TENARIS S A SPONSORED ADS Energy 7,002.0 $407K NEW $58.13 +6.9%
112 ASC ARDMORE SHIPPING CORP COM Industrials 26,681.0 $407K NEW $15.25 +24.9%
113 VGT VANGUARD WORLD FD INF TECH ETF 530.0 $370K NEW $698.11 -84.0%
114 CALL TE CONNECTIVITY PLC 50,100.0 $366K NEW $7.31
115 PUT FIRST MAJESTIC SILVER CORP 150,000.0 $364K NEW $2.43
116 PUT DISNEY WALT CO 33,500.0 $362K NEW $10.81
117 UBS UBS GROUP AG Financial Services 9,200.0 $359K NEW $39.02 +18.5%
118 OKEANIS ECO TANKERS COR 7,073.0 $358K NEW $50.62
119 PUT US BANCORP 108,100.0 $356K NEW $3.29
120 LGN LEGENCE CORP CL A Industrials 6,222.0 $351K NEW $56.41 +47.3%
Page 6 of 15  ·  287 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%