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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 101 of 159  ·  3,176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2001 FRSH FRESHWORKS INC CLASS A COM Technology 85,816.0 $689K 0.00% -25K -22.2% $8.03 +13.0%
2002 VC VISTEON CORP COM NEW Consumer Cyclical 7,549.0 $688K 0.00% +2K +26.3% $91.14 +19.8%
2003 OCFC OCEANFIRST FINL CORP COM Financial Services 38,136.0 $688K 0.00% +10K +37.2% $18.04 +4.2%
2004 TMDX TRANSMEDICS GROUP INC COM Healthcare 6,910.0 $687K 0.00% -9K -56.1% $99.42 -31.6%
2005 FTDR FRONTDOOR INC COM Consumer Cyclical 12,979.0 $686K 0.00% -8K -39.0% $52.85 +16.3%
2006 TX TERNIUM SA SPONSORED ADS Basic Materials 17,080.0 $686K 0.00% -2K -11.3% $40.16 +10.9%
2007 BKE BUCKLE INC COM Consumer Cyclical 13,618.0 $686K 0.00% -14K -50.9% $50.37 -2.7%
2008 CBT CABOT CORP COM Basic Materials 9,079.0 $684K 0.00% -27K -75.0% $75.34 +4.0%
2009 PBI PITNEY BOWES INC COM Industrials 61,857.0 $684K 0.00% +3K +5.6% $11.06 +40.2%
2010 MGNI MAGNITE INC COM Communication Services 57,237.0 $680K 0.00% -2K -3.4% $11.88 +11.0%
2011 BRIDGEBIO PHARMA INC NOTE 2.250 2/0 6,100.0 $680K 0.00% -4K -40.3% $111.48
2012 HLMN HILLMAN SOLUTIONS CORP COM Industrials 81,780.0 $680K 0.00% +49K +152.6% $8.31 -12.8%
2013 CALL ARISTA NETWORKS INC 22,000.0 $679K 0.00% -399K -94.8% $30.86
2014 SYRE SPYRE THERAPEUTICS INC COM NEW Healthcare 13,396.0 $676K 0.00% -10K -42.6% $50.46 +42.5%
2015 PUT SPOTIFY TECHNOLOGY S A 3,000.0 $675K 0.00% -17K -85.2% $225.00
2016 EWM ISHARES INC MSCI MLY ETF NEW 23,775.0 $675K 0.00% -14K -37.8% $28.39 +3.2%
2017 KAI KADANT INC COM Industrials 2,301.0 $673K 0.00% -1K -37.7% $292.48 +4.9%
2018 PII POLARIS INC COM Consumer Cyclical 12,338.0 $672K 0.00% -15K -55.6% $54.47 +15.8%
2019 AMG AFFILIATED MANAGERS GROUP COM Financial Services 2,413.0 $668K 0.00% +856.0 +55.0% $276.83 +9.3%
2020 CALL FIRST SOLAR INC 26,000.0 $667K 0.00% $25.65
Page 101 of 159  ·  3,176 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%