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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 54 of 77  ·  1,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 GNL GLOBAL NET LEASE INC COM NEW Real Estate 36,237.0 $339K -33K -47.4% $9.36 -0.3%
1062 ZGN ERMENEGILDO ZEGNA N V ORD Consumer Cyclical 32,423.0 $338K -5K -12.7% $10.42 +21.7%
1063 THE BALDWIN INSURANCE GRP IN COM CL A 15,388.0 $338K -264K -94.5% $21.97
1064 PUT CATERPILLAR INC 25,400.0 $338K -21K -45.6% $13.31
1065 PAYO PAYONEER GLOBAL INC COM Technology 69,719.0 $337K -3K -4.5% $4.83 -0.7%
1066 HTH HILLTOP HLDGS INC COM Financial Services 9,341.0 $335K -7K -41.3% $35.86 +2.6%
1067 TRVI TREVI THERAPEUTICS INC COM Healthcare 28,051.0 $335K -97K -77.5% $11.94 +12.5%
1068 PUT THE TRADE DESK INC 20,200.0 $333K -13K -39.0% $16.49
1069 HLIO HELIOS TECHNOLOGIES INC COM Industrials 5,115.0 $331K -12K -70.1% $64.71 +19.3%
1070 RDN RADIAN GROUP INC COM Financial Services 9,933.0 $329K -47K -82.6% $33.12 +14.3%
1071 FSM FORTUNA MNG CORP COM NEW Basic Materials 32,901.0 $327K -27K -44.9% $9.94 -4.5%
1072 STC STEWART INFORMATION SVCS COR COM Financial Services 5,256.0 $324K -9K -63.1% $61.64 +11.5%
1073 CALL UBER TECHNOLOGIES INC 190,700.0 $323K -103K -35.1% $1.69
1074 VYX NCR VOYIX CORPORATION COM Technology 50,798.0 $322K -11K -18.4% $6.34 +2.5%
1075 WLY WILEY JOHN & SONS INC CL A Communication Services 8,452.0 $322K -15K -63.7% $38.10 +9.4%
1076 CPF CENTRAL PAC FINL CORP COM NEW Financial Services 10,005.0 $320K -3K -22.3% $31.98 +7.0%
1077 RAMACO RES INC COM CL A 20,668.0 $320K -5K -20.2% $15.48
1078 RELX RELX PLC SPONSORED ADR Communication Services 9,549.0 $317K -139.0 -1.4% $33.20 +2.3%
1079 ARRY ARRAY TECHNOLOGIES INC COM Energy 43,684.0 $316K -91K -67.6% $7.23 +11.4%
1080 CALL MCDONALDS CORP 29,000.0 $316K -68K -70.0% $10.90
Page 54 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%