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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 39 of 77  ·  1,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 PUT MARA HOLDINGS INC 130,100.0 $794K 0.00% -310K -70.4% $6.10
762 OSIS OSI SYSTEMS INC COM Technology 2,983.0 $792K 0.00% -2K -33.7% $265.50 -21.7%
763 LASR NLIGHT INC COM Technology 13,850.0 $790K 0.00% -257.0 -1.8% $57.04 +34.0%
764 PUT CARVANA CO 15,800.0 $789K 0.00% -8K -35.0% $49.94
765 HSAI HESAI GROUP SPONSORED ADS Consumer Cyclical 41,159.0 $787K 0.00% -27K -39.7% $19.12 +9.3%
766 IMNM IMMUNOME INC COM Healthcare 35,970.0 $787K 0.00% -126K -77.8% $21.88 +4.9%
767 MMSI MERIT MED SYS INC COM Healthcare 11,341.0 $782K 0.00% -6K -35.0% $68.95 -7.7%
768 EPAC ENERPAC TOOL GROUP CORP CL A COM Industrials 21,417.0 $781K 0.00% -11K -33.1% $36.47 -6.2%
769 IAC IAC INC COM NEW Technology 19,491.0 $780K 0.00% -3K -12.6% $40.02 +2.9%
770 CALL MARVELL TECHNOLOGY INC 71,300.0 $780K 0.00% -225K -75.9% $10.94
771 TE T1 ENERGY INC COM NEW Industrials 176,730.0 $776K 0.00% -318K -64.2% $4.39 +98.1%
772 LNTH LANTHEUS HLDGS INC COM Healthcare 10,209.0 $774K 0.00% -3K -24.3% $75.82 +24.6%
773 HCC WARRIOR MET COAL INC COM Energy 8,284.0 $772K 0.00% -174K -95.5% $93.19 -8.3%
774 VVX V2X INC COM Industrials 11,215.0 $768K 0.00% -8K -40.8% $68.48 +4.7%
775 REX REX AMERICAN RES CORP COM Basic Materials 16,813.0 $766K 0.00% -8K -31.1% $45.56 +7.1%
776 HR HEALTHCARE RLTY TR CL A COM Real Estate 45,024.0 $765K 0.00% -167K -78.7% $16.99 +19.8%
777 ORI OLD REP INTL CORP COM Financial Services 19,055.0 $760K 0.00% -49K -72.1% $39.88 -0.6%
778 CLEARWAY ENERGY INC CL A 19,409.0 $760K 0.00% -6K -24.3% $39.16
779 AIT APPLIED INDL TECHNOLOGIES IN COM Industrials 2,840.0 $754K 0.00% -58K -95.3% $265.49 +15.1%
780 UNIT UNITI GROUP LLC COM Real Estate 80,399.0 $754K 0.00% -915K -91.9% $9.38 +16.8%
Page 39 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%