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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 26 of 77  ·  1,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 PUT SELECT SECTOR SPDR TR 810,200.0 $1.7M 0.00% -393K -32.7% $2.07
502 UBSI UNITED BANKSHARES INC WEST V COM Financial Services 40,530.0 $1.7M 0.00% -16K -28.7% $41.43 +2.0%
503 JOE ST JOE CO COM Real Estate 26,582.0 $1.7M 0.00% -12K -31.6% $62.79 +0.6%
504 VFC V F CORP COM Consumer Cyclical 98,133.0 $1.7M 0.00% -5K -5.2% $16.99 -1.5%
505 RDNT RADNET INC COM Healthcare 29,748.0 $1.7M 0.00% -528.0 -1.7% $55.90 -4.6%
506 XPO XPO INC COM Industrials 8,465.0 $1.6M 0.00% -17K -67.3% $194.57 +4.0%
507 ZETA ZETA GLOBAL HOLDINGS CORP CL A Technology 103,095.0 $1.6M 0.00% -131K -56.0% $15.92 +15.0%
508 BJ BJS WHSL CLUB HLDGS INC COM Consumer Defensive 16,547.0 $1.6M 0.00% -4K -20.1% $98.45 -3.1%
509 FELE FRANKLIN ELEC INC COM Industrials 17,655.0 $1.6M 0.00% -35K -66.7% $92.16 +3.5%
510 PMT PENNYMAC MTG INVT TR COM Real Estate 139,170.0 $1.6M 0.00% -388K -73.6% $11.66 -11.8%
511 CYTK CYTOKINETICS INC COM NEW Healthcare 24,541.0 $1.6M 0.00% -8K -23.8% $65.89 +16.0%
512 AOSL ALPHA & OMEGA SEMICONDUCTOR Technology 72,458.0 $1.6M 0.00% -6K -7.8% $22.16 +83.2%
513 ECPG ENCORE CAP GROUP INC COM Financial Services 22,898.0 $1.6M 0.00% -44K -65.7% $70.14 +15.1%
514 EVLV EVOLV TECHNOLOGIES HLDNGS IN COM CL A Industrials 264,575.0 $1.6M 0.00% -429K -61.8% $6.05 -5.6%
515 RERE ATRENEW INC SPONSORED ADS Consumer Cyclical 338,235.0 $1.6M 0.00% -10K -2.9% $4.69 +7.1%
516 AN AUTONATION INC COM Consumer Cyclical 8,054.0 $1.6M 0.00% -382.0 -4.5% $195.31 -5.4%
517 RUN SUNRUN INC COM Energy 115,543.0 $1.6M 0.00% -27K -18.8% $13.56 -2.9%
518 PECO PHILLIPS EDISON & CO INC COMMON STOCK Real Estate 41,425.0 $1.6M 0.00% -165K -79.9% $37.42 +5.8%
519 ABG ASBURY AUTOMOTIVE GROUP INC COM Consumer Cyclical 7,906.0 $1.5M 0.00% -1K -13.0% $195.42 -6.4%
520 MSA MSA SAFETY INC COM Industrials 9,386.0 $1.5M 0.00% -69K -88.0% $163.97 +0.7%
Page 26 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%