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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 77  ·  1,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 CALL MORGAN STANLEY 159,700.0 $3.7M 0.00% -54K -25.3% $23.04
362 GL GLOBE LIFE INC COM Financial Services 26,321.0 $3.7M 0.00% -73K -73.6% $139.17 +13.1%
363 IOT SAMSARA INC COM CL A Technology 114,645.0 $3.6M 0.00% -76K -39.8% $31.69 -3.4%
364 ORA ORMAT TECHNOLOGIES INC COM Utilities 32,006.0 $3.6M 0.00% -684.0 -2.1% $111.92 +15.5%
365 WSO WATSCO INC COM Industrials 9,764.0 $3.6M 0.00% -853.0 -8.0% $363.79 +7.7%
366 CTRI CENTURI HOLDINGS INC COM Utilities 120,130.0 $3.5M 0.00% -344K -74.1% $29.21 +2.5%
367 CG CARLYLE GROUP INC COM Financial Services 71,511.0 $3.5M 0.00% -3K -3.6% $48.38 -5.9%
368 EWJ ISHARES INC MSCI JAPAN ETF 40,769.0 $3.4M 0.00% -26K -38.9% $84.45 +6.9%
369 SJM SMUCKER J M CO COM NEW Consumer Defensive 35,599.0 $3.4M 0.00% -359K -91.0% $96.44 +7.5%
370 CALL META PLATFORMS INC 235,400.0 $3.4M 0.00% -117K -33.2% $14.39
371 EQH EQUITABLE HLDGS INC COM Financial Services 90,015.0 $3.3M 0.00% -804K -89.9% $37.10 +15.3%
372 LZB LA Z BOY INC COM Consumer Cyclical 103,670.0 $3.3M 0.00% -45K -30.1% $32.14 +7.5%
373 LYV LIVE NATION ENTERTAINMENT IN COM Communication Services 21,629.0 $3.3M 0.00% -5K -17.5% $152.53 +9.8%
374 BCPC BALCHEM CORP COM Basic Materials 19,435.0 $3.3M 0.00% -35K -64.6% $169.49 -6.1%
375 SAIA SAIA INC COM Industrials 9,260.0 $3.3M 0.00% -11K -53.3% $351.30 +30.5%
376 WWD WOODWARD INC COM Industrials 9,029.0 $3.2M 0.00% -10K -51.6% $357.96 -2.4%
377 CNX CNX RES CORP COM Energy 83,788.0 $3.2M 0.00% -95K -53.2% $38.55 -5.2%
378 JBLU JETBLUE AIRWAYS CORP COM Industrials 730,288.0 $3.2M 0.00% -109K -13.0% $4.42 +3.6%
379 HLI HOULIHAN LOKEY INC CL A Financial Services 22,446.0 $3.2M 0.00% -25K -53.1% $143.63 +5.9%
380 RNG RINGCENTRAL INC CL A Technology 86,307.0 $3.2M 0.00% -183K -67.9% $37.19 +9.4%
Page 19 of 77  ·  1,532 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%