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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 122 of 159  ·  3,176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2421 STC STEWART INFORMATION SVCS COR COM Financial Services 5,256.0 $324K -9K -63.1% $61.64 +10.5%
2422 CALL UBER TECHNOLOGIES INC 190,700.0 $323K -103K -35.1% $1.69
2423 VYX NCR VOYIX CORPORATION COM Technology 50,798.0 $322K -11K -18.4% $6.34 +2.1%
2424 WLY WILEY JOHN & SONS INC CL A Communication Services 8,452.0 $322K -15K -63.7% $38.10 +8.6%
2425 PUT VERIZON COMMUNICATIONS INC 75,300.0 $321K $4.26
2426 RAMACO RES INC COM CL A 20,668.0 $320K -5K -20.2% $15.48
2427 CPF CENTRAL PAC FINL CORP COM NEW Financial Services 10,005.0 $320K -3K -22.3% $31.98 +8.8%
2428 VREX VAREX IMAGING CORP COM Healthcare 30,202.0 $320K +1K +4.4% $10.60 -4.4%
2429 AGRO ADECOAGRO S A COM Consumer Defensive 21,204.0 $318K NEW $15.00 -9.2%
2430 RELX RELX PLC SPONSORED ADR Communication Services 9,549.0 $317K -139.0 -1.4% $33.20 +1.2%
2431 CALL OREILLY AUTOMOTIVE INC 48,000.0 $317K $6.60
2432 CALL MCDONALDS CORP 29,000.0 $316K -68K -70.0% $10.90
2433 ARRY ARRAY TECHNOLOGIES INC COM Energy 43,684.0 $316K -91K -67.6% $7.23 +13.4%
2434 PUT BAIDU INC 158,000.0 $315K +115K +265.7% $1.99
2435 WEIBO CORP NOTE 1.37512/0 3,000.0 $315K $105.00
2436 VOD VODAFONE GROUP PLC SPONSORED ADR Communication Services 21,000.0 $315K -6K -23.1% $15.00 +1.6%
2437 FLNG FLEX LNG LTD Energy 10,576.0 $314K +4K +57.3% $29.69 +9.0%
2438 PZZA PAPA JOHNS INTL INC COM Consumer Cyclical 9,682.0 $314K -157K -94.2% $32.43 -0.3%
2439 PRG PROG HOLDINGS INC COM NPV Industrials 10,934.0 $314K -30K -73.2% $28.72 +17.5%
2440 ACLS AXCELIS TECHNOLOGIES INC COM NEW Technology 3,375.0 $314K -11K -76.2% $93.04 +63.9%
Page 122 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%