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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 120 of 159  ·  3,176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2381 CAC CAMDEN NATL CORP COM Financial Services 7,413.0 $352K -1K -14.1% $47.48 +4.1%
2382 LGN LEGENCE CORP CL A Industrials 6,222.0 $351K NEW $56.41 +45.3%
2383 LIBERTY GLOBAL LTD COM CL C 29,911.0 $351K -6K -15.6% $11.73
2384 CALL BOOKING HOLDINGS INC 2,400.0 $351K -4K -61.3% $146.25
2385 ESPR ESPERION THERAPEUTICS INC NE COM Healthcare 127,983.0 $351K +77K +151.0% $2.74 +14.1%
2386 DHIL DIAMOND HILL INVT GROUP INC COM NEW Financial Services 2,030.0 $349K -830.0 -29.0% $171.92 +1.8%
2387 CRNX CRINETICS PHARMACEUTICALS IN COM Healthcare 9,571.0 $348K -12K -56.1% $36.36 +2.0%
2388 WEN WENDYS CO COM Consumer Cyclical 50,001.0 $348K -76K -60.3% $6.96 +11.4%
2389 CVCO CAVCO INDS INC DEL COM Consumer Cyclical 716.0 $347K -922.0 -56.3% $484.64 +1.4%
2390 KTB KONTOOR BRANDS INC COM Consumer Cyclical 4,926.0 $346K -10K -67.5% $70.24 -1.2%
2391 PUT SILVERCORP METALS INC 173,100.0 $346K NEW $2.00
2392 INGRAM MICRO HLDG CORP COM 14,775.0 $344K +6K +69.3% $23.28
2393 RYN RAYONIER INC COM Real Estate 16,613.0 $343K +5K +42.6% $20.65 -2.0%
2394 USAR USA RARE EARTH INC COM Basic Materials 22,653.0 $343K -17K -42.9% $15.14 +49.1%
2395 MSGS MADISON SQUARE GRDN SPRT COR CL A Communication Services 1,065.0 $342K -6K -84.0% $321.13 +9.7%
2396 HZO MARINEMAX INC COM Consumer Cyclical 12,646.0 $342K -21K -62.4% $27.04 +26.5%
2397 PIPR PIPER SANDLER COMPANIES COM Financial Services 4,465.0 $342K NEW $76.60 +4.5%
2398 BLTE BELITE BIO INC SPONSORED ADS Healthcare 2,144.0 $342K -611.0 -22.2% $159.51 -9.6%
2399 FLO FLOWERS FOODS INC COM Consumer Defensive 41,763.0 $340K +886.0 +2.2% $8.14 -14.0%
2400 HBNC HORIZON BANCORP IND COM Financial Services 20,466.0 $339K +3K +15.9% $16.56 +11.2%
Page 120 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%