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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 104 of 159  ·  3,176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2061 HP HELMERICH & PAYNE INC COM Energy 17,457.0 $629K 0.00% -7K -29.7% $36.03 +9.9%
2062 GSK GSK PLC SPONSORED ADR Healthcare 11,363.0 $627K 0.00% -12K -51.2% $55.18 -6.6%
2063 SAFT SAFETY INS GROUP INC COM Financial Services 8,620.0 $626K 0.00% -128.0 -1.5% $72.62 +0.3%
2064 UNG UNITED STS NAT GAS FD LP UNIT PAR Financial Services 53,210.0 $624K 0.00% +18K +50.7% $11.73 -2.0%
2065 NMM NAVIOS MARITIME PARTNERS LP COM UNIT LPI Industrials 9,218.0 $622K 0.00% NEW $67.48 +10.6%
2066 CALL ELI LILLY & CO 6,900.0 $621K 0.00% -110K -94.1% $90.00
2067 FAF FIRST AMERN FINL CORP COM Financial Services 10,274.0 $619K 0.00% -1K -11.9% $60.25 +12.6%
2068 WSC WILLSCOT HLDGS CORP COM CL A Industrials 35,546.0 $617K 0.00% +16K +82.7% $17.36 +36.9%
2069 LEVI LEVI STRAUSS & CO NEW CL A COM STK Consumer Cyclical 33,351.0 $617K 0.00% +16K +91.1% $18.50 +17.6%
2070 CHYM CHIME FINL INC COM SHS CL A Financial Services 32,954.0 $617K 0.00% +2K +6.5% $18.72 -3.2%
2071 FNV FRANCO NEV CORP COM Basic Materials 2,494.0 $616K 0.00% NEW $246.99 -8.6%
2072 CUZ COUSINS PPTYS INC COM NEW Real Estate 27,285.0 $616K 0.00% +794.0 +3.0% $22.58 +17.0%
2073 BCI ABRDN ETFS BBRG ALL COMD K1 25,314.0 $615K 0.00% NEW $24.29 +3.2%
2074 RYZ RYERSON HLDG CORP COM Consumer Defensive 27,140.0 $610K 0.00% +3K +12.6% $22.48 +11.8%
2075 NSIT INSIGHT ENTERPRISES INC COM Technology 9,110.0 $610K 0.00% -10K -51.8% $66.96 +39.7%
2076 WGO WINNEBAGO INDS INC COM Consumer Cyclical 19,674.0 $610K 0.00% +7K +59.6% $31.01 -5.9%
2077 ABR ARBOR REALTY TRUST INC COM Real Estate 78,912.0 $608K 0.00% -38K -32.6% $7.70 -23.3%
2078 AZTA AZENTA INC COM Healthcare 28,741.0 $607K 0.00% +10K +55.9% $21.12 -7.5%
2079 PEB PEBBLEBROOK HOTEL TR COM Real Estate 47,977.0 $606K 0.00% -105K -68.7% $12.63 +17.6%
2080 JBGS JBG SMITH PPTYS COM Real Estate 41,475.0 $606K 0.00% -341K -89.2% $14.61 -1.4%
Page 104 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%