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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 55 of 77  ·  1,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 VOD VODAFONE GROUP PLC SPONSORED ADR Communication Services 21,000.0 $315K -6K -23.1% $15.00 +0.0%
1082 PZZA PAPA JOHNS INTL INC COM Consumer Cyclical 9,682.0 $314K -157K -94.2% $32.43 +1.7%
1083 PRG PROG HOLDINGS INC COM NPV Industrials 10,934.0 $314K -30K -73.2% $28.72 +17.5%
1084 ACLS AXCELIS TECHNOLOGIES INC COM NEW Technology 3,375.0 $314K -11K -76.2% $93.04 +53.9%
1085 HUBG HUB GROUP INC CL A Industrials 8,669.0 $312K -67K -88.6% $35.99 +6.1%
1086 PUT STRIDE INC 70,000.0 $312K -20K -22.2% $4.46
1087 OII OCEANEERING INTL INC COM Energy 8,763.0 $311K -145K -94.3% $35.49 +8.6%
1088 DNOW DNOW INC COM Energy 26,066.0 $310K -480.0 -1.8% $11.89 +9.6%
1089 SSRM SSR MINING IN COM Basic Materials 10,528.0 $310K -23K -68.5% $29.45 +4.3%
1090 SXC SUNCOKE ENERGY INC COM Energy 47,448.0 $309K -17K -25.8% $6.51 +19.0%
1091 PVLA PALVELLA THERAPEUTICS INC NE COM Healthcare 2,472.0 $308K -217.0 -8.1% $124.60 -15.7%
1092 CYTOKINETICS INC NOTE 3.500 7/0 2,100.0 $308K -4K -65.0% $146.67
1093 SG SWEETGREEN INC COM CL A Consumer Cyclical 59,105.0 $307K -94K -61.3% $5.19 +66.5%
1094 AMPL AMPLITUDE INC COM CL A Technology 44,521.0 $304K -20K -31.0% $6.83 -6.9%
1095 XMTR XOMETRY INC CLASS A COM Industrials 7,410.0 $303K -113K -93.8% $40.89 +115.1%
1096 TPB TURNING PT BRANDS INC COM Consumer Defensive 3,495.0 $303K -8K -68.8% $86.70 +2.8%
1097 KWR QUAKER HOUGHTON COM Basic Materials 2,430.0 $302K -2K -38.5% $124.28 +9.6%
1098 IRIDIUM COMMUNICATIONS INC COM 10,892.0 $302K -46K -80.8% $27.73
1099 PUT FREEPORT MCMORAN INC 323,300.0 $302K -83K -20.5% $0.93
1100 UFPT UFP TECHNOLOGIES INC COM Healthcare 1,549.0 $300K -3K -67.2% $193.67 +12.2%
Page 55 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%