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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 113 of 159  ·  3,176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2241 TECK TECK RESOURCES LTD CL B Basic Materials 8,786.0 $455K NEW $51.79 +18.2%
2242 MCB METROPOLITAN BK HLDG CORP COM Financial Services 5,450.0 $454K -3K -32.3% $83.30 +9.6%
2243 XHR XENIA HOTELS & RESORTS INC COM Real Estate 30,546.0 $453K -35K -53.3% $14.83 +14.0%
2244 CSGS CSG SYS INTL INC COM Technology 5,648.0 $452K -8K -57.6% $80.03 +0.8%
2245 GFL GFL ENVIRONMENTAL INC SUB VTG Industrials 10,796.0 $450K NEW $41.68 -13.7%
2246 NATL NCR ATLEOS CORPORATION COM Technology 10,327.0 $450K -10K -50.2% $43.58 +2.9%
2247 CALL NIKE INC 953,900.0 $449K -370K -27.9% $0.47
2248 CALL NEXTERA ENERGY INC 54,000.0 $445K -192K -78.0% $8.24
2249 SANM SANMINA CORP COM Technology 3,434.0 $445K -5K -58.5% $129.59 +78.4%
2250 WTM WHITE MTNS INS GROUP LTD COM Financial Services 201.0 $442K +135.0 +204.6% $2199.00 -2.5%
2251 BLUE OWL CAPITAL CORPORATION COM 39,979.0 $442K +18K +79.3% $11.06
2252 CALL SPOTIFY TECHNOLOGY S A 13,500.0 $441K -15K -53.1% $32.67
2253 SMA SMARTSTOP SELF STORAG REIT I COMMON STOCK Real Estate 14,558.0 $441K +5K +47.6% $30.29 +1.7%
2254 EAT BRINKER INTL INC COM Consumer Cyclical 3,086.0 $441K -2K -33.0% $142.90 -4.4%
2255 CALL BHP BILLITON LIMITED 50,000.0 $440K NEW $8.80
2256 PUT TEXAS INSTRS INC 24,400.0 $439K +8K +47.0% $17.99
2257 KALV KALVISTA PHARMACEUTICALS INC COM Healthcare 21,828.0 $439K -26K -54.5% $20.11 +33.1%
2258 HIW HIGHWOODS PPTYS INC COM Real Estate 20,437.0 $438K +15K +269.1% $21.43 +19.2%
2259 JANX JANUX THERAPEUTICS INC COM Healthcare 31,533.0 $438K -48K -60.5% $13.89 +3.7%
2260 CALL ZILLOW GROUP INC 225,000.0 $438K -275K -55.0% $1.95
Page 113 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%