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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 42 of 159  ·  3,176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 VIRT VIRTU FINL INC CL A Financial Services 208,816.0 $9.2M 0.01% +12K +6.3% $43.98 +22.3%
822 VNO VORNADO RLTY TR SH BEN INT Real Estate 349,468.0 $9.1M 0.01% +276K +376.4% $25.99 +21.6%
823 PHM PULTE GROUP INC COM Consumer Cyclical 76,589.0 $9.0M 0.01% -161K -67.8% $117.61 -1.2%
824 SMP STANDARD MTR PRODS INC COM Consumer Cyclical 259,180.0 $9.0M 0.01% +175K +207.8% $34.74 +6.8%
825 LC LENDINGCLUB ISSUANCE TR SER COM NEW Financial Services 626,424.0 $9.0M 0.01% -14K -2.2% $14.32 +10.1%
826 RNST RENASANT CORP COM Financial Services 248,116.0 $9.0M 0.01% -165K -40.0% $36.13 +13.8%
827 NHI NATIONAL HEALTH INVS INC COM Real Estate 110,587.0 $8.9M 0.01% +99K +818.3% $80.86 -5.3%
828 CHTR CHARTER COMMUNICATIONS INC CL A Communication Services 41,055.0 $8.9M 0.01% -19K -31.3% $215.88 -31.0%
829 SR SPIRE INC COM Utilities 97,812.0 $8.9M 0.01% +48K +96.4% $90.54 -4.2%
830 PUT ADVANCED MICRO DEVICES INC 848,300.0 $8.8M 0.01% -1.0M -54.7% $10.42
831 AMRX AMNEAL PHARMACEUTICALS INC COM STK CL A Healthcare 710,876.0 $8.8M 0.01% -74K -9.4% $12.43 -0.1%
832 AFFIRM HLDGS INC NOTE 0.75012/1 94,420.0 $8.8M 0.01% NEW $93.31
833 OWL BLUE OWL CAPITAL INC COM CL A Financial Services 964,577.0 $8.8M 0.01% +837K +656.2% $9.13 +11.7%
834 CSL CARLISLE COS INC COM Industrials 26,291.0 $8.8M 0.01% -65K -71.2% $333.61 -0.4%
835 TRMB TRIMBLE INC COM Technology 134,403.0 $8.8M 0.01% -120K -47.2% $65.23 -14.2%
836 CRS CARPENTER TECHNOLOGY CORP COM Industrials 22,213.0 $8.8M 0.01% +10K +84.3% $394.14 +11.2%
837 BALL BALL CORP COM Consumer Cyclical 146,796.0 $8.7M 0.01% +7K +5.2% $59.11 -4.7%
838 JHG JANUS HENDERSON GROUP PLC ORD Financial Services 168,712.0 $8.7M 0.01% -122K -42.0% $51.37 +0.6%
839 ENB ENBRIDGE INC COM Energy 159,704.0 $8.6M 0.01% NEW $54.14 +6.7%
840 PUT MICRON TECHNOLOGY INC 474,900.0 $8.6M 0.01% -431K -47.6% $18.16
Page 42 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%