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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 124 of 159  ·  3,176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2461 KWR QUAKER HOUGHTON COM Basic Materials 2,430.0 $302K -2K -38.5% $124.28 +11.9%
2462 LOAR LOAR HOLDINGS INC COM Industrials 5,252.0 $301K +770.0 +17.2% $57.31 +9.1%
2463 UFPT UFP TECHNOLOGIES INC COM Healthcare 1,549.0 $300K -3K -67.2% $193.67 +16.0%
2464 INDI INDIE SEMICONDUCTOR INC CLASS A COM Technology 93,129.0 $300K +58K +164.6% $3.22 +29.8%
2465 THR THERMON GROUP HLDGS INC COM Industrials 5,932.0 $299K -17K -73.8% $50.40 +29.8%
2466 IXJ ISHARES TR GLOB HLTHCRE ETF 3,190.0 $298K +973.0 +43.9% $93.42 +0.8%
2467 CALL TARGA RES CORP 21,500.0 $297K NEW $13.81
2468 MAIN MAIN STR CAP CORP COM Financial Services 5,598.0 $296K NEW $52.88 -3.5%
2469 TBPH THERAVANCE BIOPHARMA INC COM Healthcare 18,256.0 $296K +4K +25.8% $16.21 +2.1%
2470 NICE NICE LTD SPONSORED ADR Technology 2,673.0 $295K -12K -81.6% $110.36 -13.6%
2471 PUT ROKU INC 68,600.0 $294K $4.29
2472 NRIX NURIX THERAPEUTICS INC COM Healthcare 18,974.0 $294K -12K -38.7% $15.49 +13.1%
2473 TALK TALKSPACE INC COM Healthcare 56,892.0 $294K -32K -35.8% $5.17 +0.4%
2474 TCBX THIRD COAST BANCSHARES INC COM Financial Services 7,738.0 $293K -2K -21.8% $37.87 -0.2%
2475 TIMB TIM S A SPONSORED ADR Communication Services 11,068.0 $293K NEW $26.47 -14.9%
2476 FLGT FULGENT GENETICS INC COM Healthcare 18,356.0 $292K $15.91 +9.3%
2477 SAN BANCO SANTANDER SA ADR Financial Services 25,855.0 $292K NEW $11.29 +9.6%
2478 PUT ENERGY FUELS INC 215,000.0 $292K -5K -2.3% $1.36
2479 PUT WELLS FARGO & CO 288,100.0 $292K +45K +18.5% $1.01
2480 CALL OCCIDENTAL PETE CORP 13,600.0 $291K -56K -80.3% $21.40
Page 124 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%