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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 44 of 77  ·  1,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 CALL ELI LILLY & CO 6,900.0 $621K 0.00% -110K -94.1% $90.00
862 FAF FIRST AMERN FINL CORP COM Financial Services 10,274.0 $619K 0.00% -1K -11.9% $60.25 +11.9%
863 NSIT INSIGHT ENTERPRISES INC COM Technology 9,110.0 $610K 0.00% -10K -51.8% $66.96 +32.2%
864 ABR ARBOR REALTY TRUST INC COM Real Estate 78,912.0 $608K 0.00% -38K -32.6% $7.70 -25.0%
865 PEB PEBBLEBROOK HOTEL TR COM Real Estate 47,977.0 $606K 0.00% -105K -68.7% $12.63 +13.1%
866 JBGS JBG SMITH PPTYS COM Real Estate 41,475.0 $606K 0.00% -341K -89.2% $14.61 -2.8%
867 CELC CELCUITY INC COM Healthcare 5,300.0 $605K 0.00% -9K -62.8% $114.15 +14.7%
868 GBX GREENBRIER COS INC COM Industrials 11,485.0 $605K 0.00% -6K -35.9% $52.68 -9.5%
869 AIN ALBANY INTL CORP CL A Consumer Cyclical 11,565.0 $604K 0.00% -20K -63.5% $52.23 +15.4%
870 CALL KLA CORP 10,000.0 $600K 0.00% -95K -90.5% $60.00
871 LPG DORIAN LPG LTD SHS USD Energy 17,464.0 $597K 0.00% -36K -67.1% $34.18 +23.8%
872 CALX CALIX INC COM Technology 12,193.0 $597K 0.00% -7K -36.9% $48.96 -21.6%
873 DLX DELUXE CORP MEDIUM TERM NTS COM Communication Services 21,672.0 $597K 0.00% -11K -34.4% $27.55 -15.3%
874 SKYWARD SPECIALTY INS GROUP COM 13,629.0 $595K 0.00% -4K -21.2% $43.66
875 JBSS SANFILIPPO JOHN B & SON INC COM Consumer Defensive 7,425.0 $589K 0.00% -2K -21.0% $79.33 -4.9%
876 CALM CAL MAINE FOODS INC COM NEW Consumer Defensive 7,442.0 $589K 0.00% -3K -28.5% $79.15 -1.1%
877 DNTH DIANTHUS THERAPEUTICS INC COM Healthcare 7,007.0 $588K 0.00% -12K -62.3% $83.92 +2.1%
878 FBK FB FINL CORP COM Financial Services 11,285.0 $586K 0.00% -7K -39.1% $51.93 -0.6%
879 CALUMET INC COM 16,293.0 $585K 0.00% -17K -51.7% $35.90
880 PUT DATADOG INC 36,800.0 $585K 0.00% -98K -72.8% $15.90
Page 44 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%