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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 7 of 77  ·  1,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 JBT MAREL CORPORATION COM 162,986.0 $20.8M 0.02% -7K -4.0% $127.87
122 AKR ACADIA RLTY TR COM SH BEN INT Real Estate 1,050,584.0 $20.1M 0.02% -204K -16.2% $19.12 +9.4%
123 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 207,501.0 $20.0M 0.02% -157K -43.1% $96.47 +0.2%
124 NET CLOUDFLARE INC CL A COM Technology 96,718.0 $20.0M 0.02% -54K -35.6% $206.34 -3.2%
125 RACE FERRARI N V COM Consumer Cyclical 58,910.0 $19.9M 0.02% -6K -9.0% $338.45 -1.8%
126 DTE DTE ENERGY CO COM Utilities 133,855.0 $19.6M 0.02% -173K -56.3% $146.22 -1.7%
127 TRGP TARGA RES CORP COM Energy 77,465.0 $19.4M 0.02% -57K -42.3% $250.73 +6.7%
128 FAST FASTENAL CO COM Industrials 413,037.0 $19.2M 0.02% -919K -69.0% $46.40 -5.2%
129 AFRM AFFIRM HLDGS INC COM CL A Technology 470,444.0 $18.9M 0.02% -5K -1.0% $40.28 +63.4%
130 DOC HEALTHPEAK PROPERTIES INC COM Real Estate 1,140,062.0 $18.7M 0.02% -15K -1.3% $16.43 +19.1%
131 AKAM AKAMAI TECHNOLOGIES INC COM Technology 161,471.0 $18.5M 0.02% -69K -29.9% $114.85 +31.4%
132 NVR NVR INC COM Consumer Cyclical 2,777.0 $18.3M 0.02% -1K -34.4% $6589.85 -13.8%
133 XPEV XPENG INC ADS Consumer Cyclical 1,067,173.0 $18.3M 0.02% -101K -8.7% $17.11 -5.8%
134 ALNY ALNYLAM PHARMACEUTICALS INC COM Healthcare 55,060.0 $18.2M 0.02% -36K -39.4% $330.88 -13.3%
135 EMB ISHARES TR JPMORGAN USD EMG 191,736.0 $18.0M 0.02% -302K -61.1% $93.93 +0.8%
136 REXR REXFORD INDL RLTY INC COM Real Estate 549,251.0 $18.0M 0.02% -118K -17.7% $32.73 +7.7%
137 PPG PPG INDS INC COM Basic Materials 167,382.0 $17.9M 0.02% -26K -13.4% $106.88 -0.9%
138 ITW ILLINOIS TOOL WKS INC COM Industrials 68,564.0 $17.8M 0.02% -297K -81.3% $260.30 -3.7%
139 SON SONOCO PRODS CO COM Consumer Cyclical 328,972.0 $17.8M 0.02% -399K -54.8% $54.09 -8.6%
140 PUT APPLE INC 1,487,100.0 $17.7M 0.02% -898K -37.6% $11.92
Page 7 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%