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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 4 of 159  ·  3,176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 C CITIGROUP INC COM NEW Financial Services 2,036,286.0 $230.9M 0.25% +717K +54.3% $113.41 +8.8%
62 PGR PROGRESSIVE CORP COM Financial Services 1,133,726.0 $224.8M 0.24% -7K -0.6% $198.24 +0.6%
63 PYPL PAYPAL HLDGS INC COM Financial Services 4,967,170.0 $224.7M 0.24% +3.9M +355.1% $45.23 -1.4%
64 WELL WELLTOWER INC COM Real Estate 1,122,894.0 $222.0M 0.24% +863K +331.4% $197.71 +8.0%
65 INTC INTEL CORP COM Technology 4,904,643.0 $216.4M 0.23% +1.4M +39.0% $44.13 +154.5%
66 DIS DISNEY WALT CO COM Communication Services 2,245,404.0 $216.4M 0.23% +1.9M +644.9% $96.38 +6.6%
67 CAT CATERPILLAR INC COM Industrials 305,431.0 $216.4M 0.23% -128K -29.5% $708.46 +24.9%
68 ABT ABBOTT LABORATORIES COM Healthcare 2,064,157.0 $211.9M 0.23% +1.1M +114.4% $102.67 -17.3%
69 FIX COMFORT SYS USA INC COM Industrials 153,458.0 $211.6M 0.23% +31K +25.3% $1378.99 +40.2%
70 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 1,059,171.0 $210.0M 0.23% +99K +10.3% $198.29 -15.4%
71 ORCL ORACLE CORP COM Technology 1,396,782.0 $205.5M 0.22% -915K -39.6% $147.11 +27.9%
72 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 7,411,707.0 $203.5M 0.22% +3.6M +96.0% $27.46 -1.8%
73 AIG AMERICAN INTL GROUP INC COM NEW Financial Services 2,703,304.0 $203.4M 0.22% +803K +42.3% $75.25 +1.6%
74 AES AES CORP COM Utilities 14,280,668.0 $201.2M 0.22% +7.1M +99.8% $14.09 +3.0%
75 MRK MERCK & CO INC COM Healthcare 1,665,520.0 $200.3M 0.22% +274K +19.7% $120.29 -7.5%
76 CRM SALESFORCE INC COM Technology 1,071,815.0 $200.1M 0.21% -413K -27.8% $186.67 -6.9%
77 TEL TE CONNECTIVITY PLC ORD Technology 955,816.0 $199.8M 0.21% +461K +93.2% $209.02 -2.8%
78 MPWR MONOLITHIC PWR SYS INC COM Technology 181,766.0 $198.7M 0.21% -80K -30.7% $1093.35 +42.2%
79 AMD ADVANCED MICRO DEVICES INC COM Technology 952,724.0 $193.8M 0.21% +392K +69.8% $203.43 +113.8%
80 PUT ZSCALER INC 737,700.0 $192.4M 0.21% -33K -4.3% $260.81
Page 4 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%