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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 44 of 159  ·  3,176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 DV DOUBLEVERIFY HLDGS INC COM Technology 862,047.0 $8.2M 0.01% +800K +1278.9% $9.50 +0.2%
862 APLE APPLE HOSPITALITY REIT INC COM NEW Real Estate 711,315.0 $8.2M 0.01% +602K +549.5% $11.51 +26.1%
863 TYL TYLER TECHNOLOGIES INC COM Technology 23,906.0 $8.2M 0.01% -10K -29.2% $342.38 -7.3%
864 MTDR MATADOR RES CO COM Energy 128,744.0 $8.1M 0.01% +28K +28.4% $63.18 -11.2%
865 RPM RPM INTL INC COM Basic Materials 81,471.0 $8.1M 0.01% +36K +80.0% $99.40 -0.9%
866 CALL MASTERCARD INCORPORATED 200,000.0 $8.0M 0.01% +160K +400.0% $40.16
867 CASY CASEYS GEN STORES INC COM Consumer Cyclical 10,963.0 $8.0M 0.01% +7K +208.8% $727.90 +13.3%
868 FBIN FORTUNE BRANDS INNOVATIONS I COM Industrials 203,990.0 $7.9M 0.01% +108K +112.5% $38.97 -6.8%
869 MLKN MILLERKNOLL INC COM Consumer Cyclical 549,173.0 $7.9M 0.01% +70K +14.7% $14.46 +6.7%
870 PSX PHILLIPS 66 COM Energy 43,554.0 $7.9M 0.01% -244K -84.8% $182.19 -1.6%
871 MORN MORNINGSTAR INC COM Financial Services 46,937.0 $7.9M 0.01% +32K +211.1% $169.06 +2.6%
872 ENSG ENSIGN GROUP INC COM Healthcare 39,263.0 $7.9M 0.01% +1K +3.2% $201.49 -14.8%
873 YMM FULL TRUCK ALLIANCE CO LTD SPONSORED ADS Technology 952,808.0 $7.9M 0.01% -194K -16.9% $8.30 +1.9%
874 CHRW C H ROBINSON WORLDWIDE IN COM NEW Industrials 47,438.0 $7.9M 0.01% +28K +141.2% $166.07 +7.3%
875 AGNC AGNC INVT CORP COM Real Estate 783,680.0 $7.9M 0.01% -2.3M -74.8% $10.03 +2.3%
876 ATLANTA BRAVES HLDGS INC COM SER C 184,058.0 $7.9M 0.01% -13K -6.4% $42.70
877 TRIP TRIPADVISOR INC COM Consumer Cyclical 734,928.0 $7.8M 0.01% -373K -33.7% $10.66 -6.8%
878 DUOL DUOLINGO INC CL A COM Technology 79,234.0 $7.8M 0.01% +1K +1.7% $98.57 +7.2%
879 NBIX NEUROCRINE BIOSCIENCES INC COM Healthcare 59,267.0 $7.8M 0.01% -75K -56.0% $131.74 +18.0%
880 ANDE ANDERSONS INC COM Consumer Defensive 108,619.0 $7.8M 0.01% -14K -11.5% $71.78 -2.1%
Page 44 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%