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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 65 of 159  ·  3,176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 NBN NORTHEAST BK PORTLAND ME COM Financial Services 22,577.0 $2.5M 0.00% -1K -4.5% $112.37 +10.6%
1282 CIFR CIPHER DIGITAL INC COM Financial Services 197,058.0 $2.5M 0.00% -1.1M -85.1% $12.87 +67.2%
1283 RENATUS TACTICAL ACQUIS SHS CL A 246,095.0 $2.5M 0.00% NEW $10.28
1284 NCL CORP LTD NOTE 1.125 2/1 25,800.0 $2.5M 0.00% +20K +330.0% $98.02
1285 AHR AMERICAN HEALTHCARE REIT INC COM Real Estate 53,563.0 $2.5M 0.00% -14K -20.6% $47.16 +6.3%
1286 BOOT BOOT BARN HLDGS INC COM Consumer Cyclical 17,212.0 $2.5M 0.00% +8K +81.5% $146.35 +5.6%
1287 MGEE MGE ENERGY INC COM Utilities 32,477.0 $2.5M 0.00% +21K +182.7% $77.29 -1.7%
1288 SFBS SERVISFIRST BANCSHARES INC COM Financial Services 34,456.0 $2.5M 0.00% -42K -54.8% $72.82 +6.0%
1289 PUT INTUIT 13,500.0 $2.5M 0.00% +6K +87.5% $185.33
1290 ARKK ARK ETF TR INNOVATION ETF 36,702.0 $2.5M 0.00% +11K +44.7% $67.60 +13.3%
1291 NBHC NATIONAL BK HLDGS CORP CL A Financial Services 63,357.0 $2.5M 0.00% +9K +15.7% $39.16 +7.1%
1292 CNM CORE & MAIN INC CL A Industrials 50,179.0 $2.5M 0.00% -32K -38.9% $49.40 -4.5%
1293 GDXJ VANECK ETF TRUST JUNIOR GOLD MINE 20,578.0 $2.5M 0.00% +15K +280.7% $120.03 -6.5%
1294 ALK ALASKA AIR GROUP INC COM Industrials 67,158.0 $2.5M 0.00% +7K +11.4% $36.78 +11.7%
1295 PUT SUPER MICRO COMER INC 840,000.0 $2.5M 0.00% NEW $2.92
1296 LOGI LOGITECH INTL S A Technology 26,891.0 $2.5M 0.00% +13K +94.8% $91.11 +16.1%
1297 FCFS FIRSTCASH HOLDINGS INC COM Financial Services 13,032.0 $2.5M 0.00% +9K +251.2% $188.00 +20.4%
1298 TALO TALOS ENERGY INC COM Energy 154,466.0 $2.4M 0.00% -114K -42.4% $15.76 +2.8%
1299 LPLA LPL FINL HLDGS INC COM Financial Services 8,052.0 $2.4M 0.00% +2K +37.1% $300.79 -4.3%
1300 OCCIDENTAL PETE CORP W EXP 08/03/202 56,450.0 $2.4M 0.00% $42.91
Page 65 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%