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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 54 of 159  ·  3,176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 PARR PAR PAC HOLDINGS INC COM NEW Energy 75,339.0 $4.7M 0.01% -489K -86.6% $62.64 -7.7%
1062 UPST UPSTART HLDGS INC COM Financial Services 183,637.0 $4.7M 0.01% -902K -83.1% $25.65 +12.4%
1063 MMS MAXIMUS INC COM Industrials 72,764.0 $4.7M 0.01% +57K +351.9% $64.10 -4.2%
1064 PUT NETFLIX INC. 586,500.0 $4.7M 0.01% -643K -52.3% $7.94
1065 CECO CECO ENVIRONMENTAL CORP COM Industrials 78,143.0 $4.7M 0.01% -3K -3.2% $59.58 +35.4%
1066 BROS DUTCH BROS INC CL A Consumer Cyclical 91,750.0 $4.6M 0.01% +88K +2693.0% $50.66 +5.5%
1067 KMX CARMAX INC COM Consumer Cyclical 111,471.0 $4.6M 0.01% -66K -37.3% $41.58 -6.4%
1068 PFGC PERFORMANCE FOOD GROUP CO COM Consumer Defensive 53,958.0 $4.6M 0.01% -18K -24.6% $85.66 +10.5%
1069 SEADRILL LTD COM 101,474.0 $4.6M 0.01% +89K +725.7% $45.50
1070 RIVN RIVIAN AUTOMOTIVE INC COM CL A Consumer Cyclical 306,189.0 $4.6M 0.01% -852K -73.6% $15.05 -8.8%
1071 CUBI CUSTOMERS BANCORP INC COM Financial Services 66,308.0 $4.6M 0.01% -37K -35.9% $69.40 +9.1%
1072 FND FLOOR & DECOR HLDGS INC CL A Consumer Cyclical 90,404.0 $4.6M 0.01% -21K -19.0% $50.81 -4.7%
1073 STANDARDAERO INC COM 177,643.0 $4.6M 0.01% +168K +1714.7% $25.83
1074 WHR WHIRLPOOL CORP COM Consumer Cyclical 85,083.0 $4.6M 0.01% -17K -16.5% $53.92 -23.0%
1075 CAG CONAGRA BRANDS INC COM Consumer Defensive 291,500.0 $4.6M 0.01% -254K -46.5% $15.72 -14.9%
1076 TBBK BANCORP INC DEL COM Financial Services 84,465.0 $4.5M 0.01% +70K +479.2% $53.73 +2.2%
1077 CALL SUNCOR ENERGY INC NEW 231,900.0 $4.5M 0.01% -94K -28.8% $19.56
1078 MIDD MIDDLEBY CORP COM Industrials 34,192.0 $4.5M 0.01% -10K -23.1% $132.57 +9.5%
1079 PUT ORACLE CORP 1,417,300.0 $4.5M 0.01% -174K -11.0% $3.20
1080 VSAT VIASAT INC COM Technology 98,826.0 $4.5M 0.01% -18K -15.6% $45.80 +64.4%
Page 54 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%