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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 41 of 77  ·  1,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 BRKR BRUKER CORP COM Healthcare 19,941.0 $720K 0.00% -79K -79.9% $36.11 +22.6%
802 SYBT STOCK YDS BANCORP INC COM Financial Services 10,825.0 $718K 0.00% -7K -39.0% $66.33 +5.9%
803 DISC MEDICINE INC COM 11,226.0 $718K 0.00% -10K -46.9% $63.96
804 RELY REMITLY GLOBAL INC COM Technology 45,783.0 $717K 0.00% -39K -45.9% $15.66 +33.3%
805 NNI NELNET INC CL A Financial Services 5,548.0 $715K 0.00% -6K -53.7% $128.88 -0.1%
806 LCII LCI INDS COM Consumer Cyclical 5,811.0 $715K 0.00% -2K -20.6% $123.04 -12.7%
807 PEGA PEGASYSTEMS INC COM Technology 16,763.0 $713K 0.00% -5K -21.5% $42.53 -21.2%
808 JJSF J & J SNACK FOODS CORP COM Consumer Defensive 8,972.0 $711K 0.00% -40K -81.6% $79.25 -8.5%
809 BTU PEABODY ENGR CORP COM Energy 21,573.0 $711K 0.00% -68K -76.0% $32.96 -29.1%
810 AGX ARGAN INC COM Industrials 1,292.0 $704K 0.00% -3K -70.5% $544.89 +15.7%
811 LNC LINCOLN NATL CORP IND COM Financial Services 19,836.0 $704K 0.00% -18K -47.1% $35.49 -3.3%
812 PUT MARVELL TECHNOLOGY INC 293,000.0 $704K 0.00% -1.1M -78.9% $2.40
813 CALL SHOPIFY INC 67,200.0 $694K 0.00% -404K -85.7% $10.33
814 COHU COHU INC COM Technology 22,665.0 $694K 0.00% -22K -49.1% $30.62 +39.7%
815 IRTC IRHYTHM HOLDINGS INC COM Healthcare 5,870.0 $693K 0.00% -5K -47.6% $118.06 -3.6%
816 DIGITALBRIDGE GROUP INC CL A NEW 44,790.0 $691K 0.00% -27K -37.5% $15.43
817 FSS FEDERAL SIGNAL CORP COM Industrials 6,368.0 $689K 0.00% -3K -28.3% $108.20 +1.3%
818 FRSH FRESHWORKS INC CLASS A COM Technology 85,816.0 $689K 0.00% -25K -22.2% $8.03 +13.6%
819 TMDX TRANSMEDICS GROUP INC COM Healthcare 6,910.0 $687K 0.00% -9K -56.1% $99.42 -33.5%
820 BKE BUCKLE INC COM Consumer Cyclical 13,618.0 $686K 0.00% -14K -50.9% $50.37 -4.5%
Page 41 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%