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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 131 of 159  ·  3,176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2601 PUT LAUDER ESTEE COS INC 10,000.0 $221K NEW $22.10
2602 CALL WEBULL CORP 1,507,300.0 $220K +1.4M +1679.6% $0.15
2603 CGEM CULLINAN THERAPEUTICS INC COM Healthcare 15,479.0 $220K -152.0 -1.0% $14.21 -2.1%
2604 CALL AMERICAN EXPRESS CO 21,100.0 $217K +16K +322.0% $10.28
2605 CALL UNITED RENTALS INC 4,100.0 $217K -6K -59.4% $52.93
2606 OAKTREE SPECIALTY LENDING COM 19,101.0 $216K -11K -37.4% $11.31
2607 BHRB BURKE HERBERT FINL SVCS CORP COM Financial Services 3,464.0 $216K -3K -50.0% $62.36 +1.1%
2608 CALL WAYFAIR INC 323,100.0 $214K -304K -48.5% $0.66
2609 THO THOR INDS INC COM Consumer Cyclical 2,680.0 $214K -2K -47.0% $79.85 -7.2%
2610 ESRT EMPIRE ST RLTY TR INC CL A Real Estate 41,056.0 $213K -20K -32.2% $5.19 +8.2%
2611 IMCR IMMUNOCORE HLDGS PLC ADS Healthcare 7,078.0 $213K -2K -18.3% $30.09 -1.5%
2612 PUT BLACKROCK INC 4,500.0 $213K -12K -71.9% $47.33
2613 ROOT INC CL A NEW 4,814.0 $213K -25K -84.0% $44.25
2614 CNMD CONMED CORP COM Healthcare 5,993.0 $212K -7K -53.5% $35.37 +2.4%
2615 SBSW SIBANYE STILLWATER LTD SPONSORED ADR Basic Materials 17,230.0 $212K -1K -6.5% $12.30 -6.0%
2616 RCAT RED CAT HLDGS INC COM Technology 16,190.0 $212K NEW $13.09 -31.7%
2617 OSS ONE STOP SYS INC COM Technology 28,022.0 $212K NEW $7.57 +119.2%
2618 CCNE CNB FINL CORP PA COM Financial Services 7,272.0 $211K -11K -59.4% $29.02 +4.7%
2619 SCHL SCHOLASTIC CORP COM Communication Services 5,393.0 $211K -10K -65.6% $39.12 +1.5%
2620 NBBK NB BANCORP INC COM Financial Services 10,024.0 $211K -3K -23.4% $21.05 -6.7%
Page 131 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%