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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 5 of 77  ·  1,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CTVA CORTEVA INC COM Basic Materials 371,650.0 $31.1M 0.03% -144K -28.0% $83.71 -0.5%
82 ECL ECOLAB INC COM Basic Materials 114,829.0 $30.5M 0.03% -169K -59.5% $266.02 -6.4%
83 ALL ALLSTATE CORP COM Financial Services 139,372.0 $28.9M 0.03% -27K -16.1% $207.34 +4.8%
84 PAYX PAYCHEX INC COM Industrials 312,328.0 $28.8M 0.03% -10K -3.1% $92.12 -3.6%
85 TDY TELEDYNE TECHNOLOGIES INC COM Technology 46,344.0 $28.0M 0.03% -26K -36.0% $605.02 +5.5%
86 SO SOUTHERN CO COM Utilities 288,378.0 $27.8M 0.03% -23K -7.3% $96.52 -2.9%
87 TIGO MILLICOM INTL CELLULAR S A COM STK Communication Services 366,461.0 $27.5M 0.03% -67K -15.4% $74.94 +9.0%
88 CLX CLOROX CO DEL COM Consumer Defensive 264,194.0 $27.4M 0.03% -14K -5.1% $103.63 -12.7%
89 O REALTY INCOME CORP COM Real Estate 444,723.0 $27.2M 0.03% -21K -4.5% $61.18 +1.3%
90 HPQ HP INC COM Technology 1,407,607.0 $27.0M 0.03% -381K -21.3% $19.21 +8.1%
91 PUT INVESCO QQQ TR 1,678,600.0 $26.9M 0.03% -251K -13.0% $16.05
92 FANG DIAMONDBACK ENERGY INC COM Energy 134,436.0 $26.6M 0.03% -27K -16.9% $197.79 +1.2%
93 EXC EXELON CORP COM Utilities 539,108.0 $26.4M 0.03% -944K -63.7% $49.02 -9.4%
94 CVNA CARVANA CO CL A Consumer Cyclical 83,752.0 $26.3M 0.03% -170K -67.0% $314.38 -77.9%
95 CB CHUBB LTD SWITZ COM Financial Services 79,575.0 $25.9M 0.03% -169K -68.0% $325.93 -0.5%
96 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 398,694.0 $25.8M 0.03% -93K -18.9% $64.61 +50.2%
97 AON AON PLC SHS CL A Financial Services 78,916.0 $25.5M 0.03% -64K -44.9% $322.79 -1.7%
98 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 56,982.0 $25.4M 0.03% -59K -50.8% $446.54 +0.9%
99 EQR EQUITY RESIDENTIAL SH BEN INT Real Estate 422,890.0 $25.0M 0.03% -18K -4.2% $59.15 +9.9%
100 CALL ISHARES TR 3,062,100.0 $24.9M 0.03% -364K -10.6% $8.14
Page 5 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%