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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 35 of 77  ·  1,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 NSSC NAPCO SEC TECHNOLOGIES INC COM Industrials 24,220.0 $954K 0.00% -18K -43.1% $39.39 -6.9%
682 UI UBIQUITI INC COM Technology 1,206.0 $953K 0.00% -556.0 -31.6% $790.22 -24.2%
683 NOMD NOMAD FOODS LTD USD ORD Consumer Defensive 98,341.0 $945K 0.00% -133K -57.5% $9.61 +5.4%
684 CALL PAYPAL HLDGS INC 1,107,400.0 $944K 0.00% -276K -20.0% $0.85
685 SBH SALLY BEAUTY HLDGS INC COM Consumer Cyclical 67,853.0 $940K 0.00% -15K -18.4% $13.85 -9.2%
686 RXO RXO INC COMMON STOCK Industrials 64,083.0 $937K 0.00% -258K -80.1% $14.62 +63.1%
687 EPR EPR PPTYS COM SH BEN INT Real Estate 18,709.0 $935K 0.00% -1K -7.0% $49.98 +17.5%
688 TR TOOTSIE ROLL INDS INC COM Consumer Defensive 21,795.0 $931K 0.00% -21K -48.7% $42.72 -5.4%
689 CALL TJX COS INC NEW 25,200.0 $922K 0.00% -503K -95.2% $36.59
690 IE IVANHOE ELECTRIC INC COM Technology 77,728.0 $919K 0.00% -73K -48.4% $11.82 +3.7%
691 PUT SEA LTD 13,100.0 $918K 0.00% -35K -72.8% $70.08
692 GRND GRINDR INC COM Technology 75,816.0 $917K 0.00% -141K -65.1% $12.10 +6.1%
693 SCCO SOUTHERN COPPER CORP COM Basic Materials 5,311.0 $914K 0.00% -91K -94.5% $172.10 +1.2%
694 CTS CTS CORP COM Technology 19,106.0 $913K 0.00% -8K -29.6% $47.79 +25.4%
695 POWI POWER INTEGRATIONS INC COM Technology 17,831.0 $913K 0.00% -27K -59.8% $51.20 +35.0%
696 RCUS ARCUS BIOSCIENCES INC COM Healthcare 42,055.0 $908K 0.00% -3K -7.5% $21.59 +10.0%
697 VSH VISHAY INTERTECHNOLOGY INC COM Technology 50,446.0 $908K 0.00% -99K -66.2% $18.00 +123.1%
698 MWA MUELLER WTR PRODS INC COM SER A Industrials 33,003.0 $907K 0.00% -354K -91.5% $27.48 -8.6%
699 CMRE COSTAMARE INC Industrials 53,521.0 $905K 0.00% -26K -33.0% $16.91 +1.4%
700 NMRK NEWMARK GROUP INC CL A Real Estate 60,333.0 $904K 0.00% -349K -85.2% $14.98 -3.0%
Page 35 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%