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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 102 of 159  ·  3,176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2021 JXN JACKSON FINANCIAL INC COM CL A Financial Services 6,291.0 $665K 0.00% -13K -66.7% $105.71 +2.4%
2022 RGEN REPLIGEN CORP COM Healthcare 5,644.0 $665K 0.00% -9K -62.1% $117.82 -5.2%
2023 BTSG BRIGHTSPRING HEALTH SVCS INC COM Healthcare 15,512.0 $661K 0.00% -168K -91.5% $42.61 +36.1%
2024 CALL 3M CO 155,500.0 $660K 0.00% NEW $4.24
2025 CNK CINEMARK HLDGS INC COM Communication Services 23,063.0 $658K 0.00% -669K -96.7% $28.53 -6.8%
2026 CALL INTUIT 14,600.0 $657K 0.00% -140K -90.6% $45.00
2027 GEF GREIF INC CL A Consumer Cyclical 9,802.0 $657K 0.00% +3K +48.9% $67.03 -4.4%
2028 TOON KARTOON STUDIOS INC. COM NEW Communication Services 1,050,010.0 $655K 0.00% NEW $0.62 -3.7%
2029 SHY ISHARES TR 1 3 YR TREAS BD 7,925.0 $654K 0.00% -4K -36.1% $82.52 -0.5%
2030 IESC IES HOLDINGS INC COM Industrials 1,372.0 $654K 0.00% -10K -87.8% $476.68 +35.9%
2031 KOD KODIAK SCIENCES INC COM Healthcare 17,124.0 $653K 0.00% -7K -29.0% $38.13 -1.9%
2032 DX DYNEX CAP INC COM Real Estate 51,185.0 $653K 0.00% -58K -53.2% $12.76 +0.7%
2033 PAGAYA U S HLDG CO LLC NOTE 6.12510/0 5,780.0 $653K 0.00% $112.98
2034 LKFN LAKELAND FINL CORP COM Financial Services 11,360.0 $652K 0.00% -3K -22.1% $57.39 +4.9%
2035 BEONE MEDICINES LTD SPONSORED ADS 2,197.0 $652K 0.00% -241.0 -9.9% $296.77
2036 WAY WAYSTAR HLDG CORP COM Technology 27,043.0 $652K 0.00% +6K +30.3% $24.11 -20.3%
2037 SMG SCOTTS MIRACLE-GRO CO CL A Basic Materials 10,696.0 $650K 0.00% -3K -23.5% $60.77 -4.0%
2038 AREC AMERICAN RES CORP CL A Energy 268,703.0 $650K 0.00% +14K +5.7% $2.42 -11.9%
2039 BLFS BIOLIFE SOLUTIONS INC COM NEW Healthcare 34,036.0 $649K 0.00% +7K +25.5% $19.07 +29.7%
2040 MACOM TECH SOLUTIONS HLDGS I NOTE 12/1 4,500.0 $649K 0.00% NEW $144.22
Page 102 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%