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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 119 of 159  ·  3,176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2361 PUT FIRST MAJESTIC SILVER CORP 150,000.0 $364K NEW $2.43
2362 GBDC GOLUB CAP BDC INC COM Financial Services 28,699.0 $363K +21K +258.8% $12.65 +2.5%
2363 ESI ELEMENT SOLUTIONS INC COM Basic Materials 10,612.0 $362K -22K -67.0% $34.11 +18.3%
2364 AMRC AMERESCO INC CL A Industrials 14,215.0 $362K -128K -90.0% $25.47 +18.7%
2365 CALL BERKSHIRE HATHAWAY INC DEL 23,500.0 $362K -23K -49.9% $15.40
2366 PUT DISNEY WALT CO 33,500.0 $362K NEW $10.81
2367 WTTR SELECT WATER SOLUTIONS INC CL A COM Utilities 23,568.0 $361K -39K -62.1% $15.32 +29.9%
2368 COLM COLUMBIA SPORTSWEAR CO COM Consumer Cyclical 6,581.0 $361K -27K -80.2% $54.85 +11.9%
2369 LBRT LIBERTY ENERGY INC COM CL A Energy 12,483.0 $360K +687.0 +5.8% $28.84 +14.0%
2370 UBS UBS GROUP AG Financial Services 9,200.0 $359K NEW $39.02 +21.1%
2371 RIG TRANSOCEAN LTD REGISTERED Energy 54,204.0 $359K -566K -91.3% $6.62 +10.8%
2372 BUR BURFORD CAPITAL LIMITED ORD Financial Services 79,245.0 $358K -795K -90.9% $4.52 +4.0%
2373 OKEANIS ECO TANKERS COR 7,073.0 $358K NEW $50.62
2374 CNS COHEN & STEERS INC COM Financial Services 5,706.0 $357K -12K -67.4% $62.57 +15.3%
2375 PUT US BANCORP 108,100.0 $356K NEW $3.29
2376 ABUS ARBUTUS BIOPHARMA CORP COM Healthcare 79,033.0 $356K +37K +89.8% $4.50 -1.4%
2377 AMSF AMERISAFE INC COM Financial Services 10,621.0 $354K +2K +29.3% $33.33 -6.1%
2378 LXU LSB INDS INC COM Basic Materials 23,658.0 $353K -15K -39.5% $14.92 -13.1%
2379 HOV HOVNANIAN ENTERPRISES INC CL A NEW Consumer Cyclical 3,179.0 $353K +1K +48.5% $111.04 +4.0%
2380 EBS EMERGENT BIOSOLUTIONS INC COM Healthcare 42,394.0 $352K +2K +4.6% $8.30 +0.8%
Page 119 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%