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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 9 of 77  ·  1,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BAH BOOZ ALLEN HAMILTON HLDG COR CL A Industrials 192,932.0 $15.1M 0.02% -33K -14.7% $78.03 -6.6%
162 LH LABCORP HOLDINGS INC COM Healthcare 56,352.0 $15.0M 0.02% -12K -17.2% $266.81 -5.7%
163 ENVA ENOVA INTL INC COM Financial Services 109,139.0 $14.8M 0.02% -30K -21.5% $135.83 +21.1%
164 CALL TAIWAN SEMICONDUCTOR MANUFAC 127,900.0 $14.7M 0.02% -707K -84.7% $115.25
165 L LOEWS CORP COM Financial Services 138,009.0 $14.7M 0.02% -28K -16.8% $106.74 -0.1%
166 CRDO CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES Technology 156,481.0 $14.7M 0.02% -96K -38.1% $93.87 +74.4%
167 IEF ISHARES TR 7-10 YR TRSY BD 153,643.0 $14.7M 0.02% -189K -55.2% $95.44 -1.9%
168 TEM TEMPUS AI INC CL A Healthcare 324,077.0 $14.7M 0.02% -48K -12.9% $45.22 -3.1%
169 POOL POOL CORP COM Industrials 71,919.0 $14.6M 0.02% -9K -10.9% $202.32 -14.6%
170 PUT UNITEDHEALTH GROUP INC 839,000.0 $14.5M 0.02% -1.6M -66.3% $17.33
171 UMH UMH PPTYS INC COM Real Estate 988,065.0 $14.3M 0.01% -505K -33.8% $14.43 +4.8%
172 BUNGE GLOBAL SA COM 111,819.0 $14.2M 0.01% -147K -56.8% $127.20
173 QBTS D-WAVE QUANTUM INC COM Technology 982,664.0 $14.2M 0.01% -1.3M -56.8% $14.43 +33.1%
174 PUT BROADCOM INC 412,500.0 $14.2M 0.01% -386K -48.3% $34.32
175 CRWD CROWDSTRIKE HLDGS INC CL A Technology 35,895.0 $14.0M 0.01% -323K -90.0% $390.42 +53.4%
176 UTHR UNITED THERAPEUTICS CORP DEL COM Healthcare 23,113.0 $13.7M 0.01% -4K -14.3% $593.00 -4.7%
177 DAVE INC CLASS A COM NEW 78,001.0 $13.6M 0.01% -11K -11.9% $174.09
178 INDB INDEPENDENT BK CORP MASS COM Financial Services 178,170.0 $13.4M 0.01% -58K -24.6% $75.21 +2.5%
179 DLR DIGITAL RLTY TR INC COM Real Estate 74,102.0 $13.4M 0.01% -217K -74.6% $180.21 +4.8%
180 CALL CATERPILLAR INC 89,000.0 $13.3M 0.01% -339K -79.2% $149.58
Page 9 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%