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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 15 of 159  ·  3,176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 OXY OCCIDENTAL PETE CORP COM Energy 783,041.0 $50.0M 0.05% +461K +143.0% $63.88 -6.5%
282 TMUS T-MOBILE US INC COM Communication Services 373,655.0 $50.0M 0.05% -30K -7.4% $133.81 +42.5%
283 XBI SPDR SERIES TRUST STATE STREET SPD 391,243.0 $50.0M 0.05% +86K +28.2% $127.73 -0.7%
284 DOV DOVER CORP COM Industrials 238,862.0 $49.8M 0.05% +190K +390.5% $208.45 +1.1%
285 PUT LUMENTUM HLDGS INC 1,296,000.0 $49.6M 0.05% $38.25
286 APTIV PLC COM 711,959.0 $49.4M 0.05% +602K +544.7% $69.44
287 BBY BEST BUY INC COM Consumer Cyclical 772,157.0 $49.0M 0.05% +708K +1098.2% $63.39 -6.5%
288 EEFT EURONET WORLDWIDE INC COM Technology 1,013,827.0 $48.9M 0.05% +1.0M +10000.0% $48.27 +43.0%
289 CCI CROWN CASTLE INC COM Real Estate 599,648.0 $48.8M 0.05% +319K +113.3% $81.31 +13.6%
290 KWEB KRANESHARES TRUST CSI CHI INTERNET 1,693,386.0 $48.1M 0.05% +1.5M +925.2% $28.43 -0.5%
291 DECK DECKERS OUTDOOR CORP COM Consumer Cyclical 480,769.0 $48.1M 0.05% +240K +99.9% $100.09 -5.5%
292 CSX CSX CORP COM Industrials 1,170,841.0 $48.1M 0.05% -211K -15.3% $41.05 +12.5%
293 WDC WESTERN DIGITAL CORP COM Technology 177,180.0 $47.9M 0.05% +53K +42.7% $270.49 +69.6%
294 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 657,779.0 $47.7M 0.05% +351K +114.5% $72.46 +22.2%
295 DOW DOW HLDGS INC COM Basic Materials 1,143,200.0 $47.6M 0.05% +147K +14.7% $41.65 -7.4%
296 HDB HDFC BANK LTD SPONSORED ADS Financial Services 1,913,692.0 $47.6M 0.05% +1.9M +6904.2% $24.88 -1.0%
297 WMB WILLIAMS COS INC COM Energy 653,849.0 $47.6M 0.05% -3.1M -82.3% $72.78 +6.7%
298 RSP INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 243,971.0 $46.8M 0.05% +235K +2482.5% $191.92 +5.1%
299 ACGL ARCH CAP GROUP LTD ORD Financial Services 485,292.0 $46.6M 0.05% +200K +70.2% $95.99 +0.4%
300 URI UNITED RENTALS INC COM Industrials 63,620.0 $46.4M 0.05% -19K -23.2% $728.56 +29.6%
Page 15 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%