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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 40 of 77  ·  1,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 PJT PJT PARTNERS INC COM CL A Financial Services 5,390.0 $753K 0.00% -4K -44.9% $139.70 +8.9%
782 LADR LADDER CAP CORP CL A Real Estate 77,084.0 $753K 0.00% -18K -19.2% $9.77 +2.2%
783 WT WISDOMTREE INC COM Financial Services 51,656.0 $752K 0.00% -114K -68.9% $14.56 +31.4%
784 WAFD WAFD INC COM Financial Services 23,926.0 $751K 0.00% -30K -55.4% $31.39 +11.4%
785 HMN HORACE MANN EDUCATORS CORP N COM Financial Services 17,575.0 $750K 0.00% -3K -12.5% $42.67 +9.0%
786 LIBERTY GLOBAL LTD COM CL A 62,058.0 $750K 0.00% -445K -87.8% $12.09
787 PUT DOORDASH INC 10,200.0 $747K 0.00% -71K -87.5% $73.24
788 CVI CVR ENERGY INC COM Energy 22,064.0 $742K 0.00% -7K -23.5% $33.63 -1.2%
789 PAYC PAYCOM SOFTWARE INC COM Technology 6,098.0 $741K 0.00% -155K -96.2% $121.52 +10.1%
790 SPB SPECTRUM BRANDS HOLDINGS INC COM Consumer Defensive 10,045.0 $740K 0.00% -8K -42.9% $73.67 -2.8%
791 BVN COMPANIA DE MINAS BUENAVENTU SPONSORED ADR Basic Materials 20,462.0 $737K 0.00% -24K -54.4% $36.02 -7.0%
792 SAM BOSTON BEER INC CL A Consumer Defensive 3,178.0 $732K 0.00% -1K -24.7% $230.33 -21.6%
793 GIC GLOBAL INDUSTRIAL COMPANY COM Industrials 23,209.0 $732K 0.00% -2K -9.1% $31.54 -7.7%
794 SNY SANOFI SA SPONSORED ADR Healthcare 15,142.0 $730K 0.00% -131.0 -0.9% $48.21 -7.5%
795 APOG APOGEE ENTERPRISES INC COM Industrials 21,716.0 $728K 0.00% -8K -27.0% $33.52 +1.0%
796 NVST ENVISTA HOLDINGS CORPORATION COM Healthcare 28,640.0 $727K 0.00% -11K -27.9% $25.38 -8.2%
797 ULS UL SOLUTIONS INC CLASS A COM Industrials 8,465.0 $726K 0.00% -9K -51.2% $85.76 +17.7%
798 LIBERTY LIVE HOLDINGS INC COM SHS SER C 7,704.0 $725K 0.00% -602K -98.7% $94.11
799 ERAS ERASCA INC COM Healthcare 44,697.0 $723K 0.00% -4K -8.2% $16.18 -31.0%
800 UFCS UNITED FIRE GROUP INC COM Financial Services 19,519.0 $723K 0.00% -2K -9.9% $37.04 +32.7%
Page 40 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%