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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 121 of 159  ·  3,176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2401 GNL GLOBAL NET LEASE INC COM NEW Real Estate 36,237.0 $339K -33K -47.4% $9.36 +0.3%
2402 ZGN ERMENEGILDO ZEGNA N V ORD Consumer Cyclical 32,423.0 $338K -5K -12.7% $10.42 +28.3%
2403 THE BALDWIN INSURANCE GRP IN COM CL A 15,388.0 $338K -264K -94.5% $21.97
2404 PUT CATERPILLAR INC 25,400.0 $338K -21K -45.6% $13.31
2405 GLUE MONTE ROSA THERAPEUTICS INC COM Healthcare 20,468.0 $337K +3K +18.5% $16.46 +14.7%
2406 PAYO PAYONEER GLOBAL INC COM Technology 69,719.0 $337K -3K -4.5% $4.83 +3.4%
2407 HTH HILLTOP HLDGS INC COM Financial Services 9,341.0 $335K -7K -41.3% $35.86 +4.1%
2408 TRVI TREVI THERAPEUTICS INC COM Healthcare 28,051.0 $335K -97K -77.5% $11.94 +16.2%
2409 VWO VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 6,191.0 $335K NEW $54.11 +8.5%
2410 PUT THE TRADE DESK INC 20,200.0 $333K -13K -39.0% $16.49
2411 DIVERSIFIED ENERGY CO COMMON STOCK 19,095.0 $333K +11K +150.0% $17.44
2412 BZH BEAZER HOMES USA INC COM NEW Consumer Cyclical 17,320.0 $333K +3K +20.2% $19.23 +24.9%
2413 HLIO HELIOS TECHNOLOGIES INC COM Industrials 5,115.0 $331K -12K -70.1% $64.71 +20.5%
2414 BBD BANCO BRADESCO S A SP ADR PFD NEW Financial Services 90,511.0 $330K +67K +281.2% $3.65 -2.4%
2415 RDN RADIAN GROUP INC COM Financial Services 9,933.0 $329K -47K -82.6% $33.12 +13.5%
2416 SOXL DIREXION SHARES ETF TRUST DAILY SEMICONDUC 6,836.0 $328K NEW $47.98 +271.8%
2417 FSM FORTUNA MNG CORP COM NEW Basic Materials 32,901.0 $327K -27K -44.9% $9.94 -5.2%
2418 CALL PRUDENTIAL FINL INC 229,600.0 $327K +43K +23.0% $1.42
2419 ABVX ABIVAX SA SPONSORED ADS Healthcare 2,929.0 $326K NEW $111.30 +11.4%
2420 NXE NEXGEN ENERGY LTD COM Energy 27,999.0 $325K NEW $11.61 -9.3%
Page 121 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%