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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 58 of 77  ·  1,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 INVA INNOVIVA INC COM Healthcare 11,160.0 $260K -40K -78.2% $23.30 -6.4%
1142 VTS VITESSE ENERGY INC COMMON STOCK Energy 14,291.0 $260K -26K -64.9% $18.19 +0.9%
1143 HNI HNI CORP COM Industrials 7,695.0 $257K -35K -82.0% $33.40 -9.7%
1144 SABR SABRE CORP COM Consumer Cyclical 177,429.0 $257K -5K -2.5% $1.45 +10.5%
1145 HAE HAEMONETICS CORP MASS COM Healthcare 4,540.0 $256K -10K -68.1% $56.39 +1.6%
1146 KD KYNDRYL HLDGS INC COMMON STOCK Technology 19,515.0 $256K -19K -49.4% $13.12 -10.7%
1147 CRC CALIFORNIA RES CORP COM STOCK Energy 3,680.0 $255K -25K -87.0% $69.29 -9.8%
1148 NGVC NATURAL GROCERS BY VITAMIN COM Consumer Defensive 9,877.0 $255K -11K -52.2% $25.82 +12.8%
1149 AIOT POWERFLEET INC COM Technology 82,510.0 $254K -4K -4.5% $3.08 +2.0%
1150 APARTMENT INVT & MGMT CO CL A 62,274.0 $253K -54K -46.6% $4.06
1151 CMPX COMPASS THERAPEUTICS INC COM Healthcare 47,670.0 $252K -59K -55.2% $5.29 -65.8%
1152 ACHC ACADIA HEALTHCARE COMPANY IN COM Healthcare 10,733.0 $251K -282K -96.3% $23.39 +6.6%
1153 KASPI KZ JSC SPONSORED ADS 3,389.0 $251K -527.0 -13.5% $74.06
1154 PUT GE AEROSPACE 11,000.0 $251K -19K -63.0% $22.82
1155 PLXS PLEXUS CORP COM Technology 1,224.0 $248K -7K -85.6% $202.61 +27.8%
1156 BRSP BRIGHTSPIRE CAPITAL INC COM CL A Real Estate 44,367.0 $248K -29K -39.4% $5.59 +1.3%
1157 GRBK GREEN BRICK PARTNERS INC COM Consumer Cyclical 3,845.0 $248K -36K -90.4% $64.50 -1.6%
1158 NAVI NAVIENT CORPORATION COM Financial Services 30,087.0 $246K -25K -45.6% $8.18 +2.1%
1159 GTN GRAY MEDIA INC COM Communication Services 56,459.0 $245K -38K -40.3% $4.34 -3.0%
1160 SIMO SILICON MOTION TECHNOLOGY CO SPONSORED ADR Technology 2,172.0 $244K -14K -86.7% $112.34 +113.4%
Page 58 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%