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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 63 of 77  ·  1,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 PUT ENPHASE ENERGY INC 66,300.0 $191K -198K -74.9% $2.88
1242 CALL PAN AMERN SILVER CORP 25,000.0 $190K -5K -16.7% $7.60
1243 HHH HOWARD HUGHES HOLDINGS INC COM Real Estate 3,002.0 $190K -46K -93.9% $63.29 -1.4%
1244 SMBC SOUTHERN MO BANCORP INC COM Financial Services 2,970.0 $190K -3K -46.4% $63.97 +4.8%
1245 CALL GILEAD SCIENCES INC 7,300.0 $188K -535K -98.7% $25.75
1246 ALHC ALIGNMENT HEALTHCARE INC COM Healthcare 10,605.0 $187K -50K -82.4% $17.63 -7.0%
1247 CALL AMERICAN ELEC PWR CO INC 42,200.0 $186K -48K -53.1% $4.41
1248 UA UNDER ARMOUR INC CL C Consumer Cyclical 31,898.0 $185K -249K -88.7% $5.80 -16.5%
1249 EWH ISHARES INC MSCI HONG KG ETF 7,955.0 $184K -287K -97.3% $23.13 +2.2%
1250 DFH DREAM FINDERS HOMES INC COM CL A Consumer Cyclical 13,243.0 $184K -143K -91.5% $13.89 -11.8%
1251 PUT ANGLOGOLD ASHANTI PLC 25,000.0 $184K -25K -50.0% $7.36
1252 AII AMERICAN INTEGRITY INS GROUP COM Financial Services 9,515.0 $183K -3K -26.4% $19.23 -12.1%
1253 WOOF PETCO HEALTH & WELLNESS CO I COM Consumer Cyclical 65,661.0 $183K -25K -27.4% $2.79 -8.5%
1254 GDOT GREEN DOT CORP CL A Financial Services 16,301.0 $183K -28K -62.8% $11.23 +12.5%
1255 TIC TIC SOLUTIONS INC COM Industrials 27,653.0 $182K -36K -56.6% $6.58 +42.9%
1256 ALKT ALKAMI TECHNOLOGY INC COM Technology 11,632.0 $182K -202K -94.6% $15.65 +8.4%
1257 VIR VIR BIOTECHNOLOGY INC COM Healthcare 20,284.0 $182K -39K -65.8% $8.97 -3.6%
1258 TRST TRUSTCO BK CORP N Y COM NEW Financial Services 4,168.0 $182K -4K -46.6% $43.67 +12.4%
1259 SPFI SOUTH PLAINS FINANCIAL INC COM Financial Services 4,288.0 $180K -739.0 -14.7% $41.98 -4.8%
1260 CEVA CEVA INC COM Technology 9,594.0 $179K -14K -58.9% $18.66 +92.2%
Page 63 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%