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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 65 of 77  ·  1,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 ALGM ALLEGRO MICROSYSTEMS INC COM Technology 5,245.0 $165K -10K -64.5% $31.46 +31.4%
1282 FFIC FLUSHING FINL CORP COM Financial Services 10,744.0 $165K -3K -20.8% $15.36 +0.4%
1283 PUT XPENG INC 129,100.0 $165K -604K -82.4% $1.28
1284 PUT KEYCORP 262,100.0 $165K -196K -42.8% $0.63
1285 IBEX IBEX LTD SHS NEW Technology 6,119.0 $164K -1K -18.3% $26.80 +14.0%
1286 CTOS CUSTOM TRUCK ONE SOURCE INC COM CL A Industrials 24,952.0 $164K -19K -43.8% $6.57 +49.7%
1287 CWEN CLEARWAY ENERGY INC CL C Utilities 4,149.0 $163K -3K -44.8% $39.29 -7.5%
1288 PUT ZOOM COMMUNICATIONS INC 74,900.0 $163K -182K -70.9% $2.18
1289 CALL ZOOM COMMUNICATIONS INC 35,900.0 $162K -32K -47.2% $4.51
1290 CVLG COVENANT LOGISTICS GROUP INC CL A Industrials 5,951.0 $162K -6K -50.1% $27.22 +25.9%
1291 PAC GRUPO AEROPORTUNARIO DEL PAC SPON ADS B Industrials 649.0 $160K -603.0 -48.2% $246.53 -3.3%
1292 HUYA HUYA INC ADS REP SHS A Communication Services 48,398.0 $160K -37K -43.6% $3.31 -11.7%
1293 JBI JANUS INTERNATIONAL GROUP IN COMMON STOCK Industrials 30,966.0 $159K -50K -61.8% $5.13 -6.3%
1294 VCTR VICTORY CAP HLDGS INC DEL COM CL A Financial Services 2,413.0 $158K -10K -80.1% $65.48 +30.5%
1295 DDD 3D SYS CORP DEL COM NEW Technology 83,516.0 $157K -39K -31.8% $1.88 +60.6%
1296 NSP INSPERITY INC COM Industrials 5,797.0 $157K -9K -62.0% $27.08 +11.6%
1297 AIP ARTERIS INC COM Technology 9,486.0 $156K -13K -57.2% $16.45 +102.4%
1298 TCMD TACTILE SYS TECHNOLOGY INC COM Healthcare 5,965.0 $156K -8K -57.8% $26.15 -13.0%
1299 SFIX STITCH FIX INC COM CL A Consumer Cyclical 47,244.0 $156K -100K -67.9% $3.30 -7.3%
1300 CALL AMGEN INC 2,600.0 $156K -112K -97.7% $60.00
Page 65 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%