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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 72 of 159  ·  3,176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 PUT WALMART INC 300,000.0 $1.9M 0.00% NEW $6.36
1422 PTGX PROTAGONIST THERAPEUTICS INC COM Healthcare 18,097.0 $1.9M 0.00% -2K -9.5% $105.38 +5.0%
1423 EPC EDGEWELL PERSONAL CARE CO COM Consumer Defensive 89,238.0 $1.9M 0.00% -84K -48.6% $21.34 +6.2%
1424 PUT ARM HOLDINGS PLC 1,913,900.0 $1.9M 0.00% +293K +18.1% $0.99
1425 HMY HARMONY GOLD MNG LTD SPONSORED ADR Basic Materials 123,738.0 $1.9M 0.00% +87K +233.4% $15.37 +15.7%
1426 ICLN ISHARES TR GL CLEAN ENE ETF 103,797.0 $1.9M 0.00% -42K -28.8% $18.29 +13.9%
1427 SCI SERVICE CORP INTL COM Consumer Cyclical 22,932.0 $1.9M 0.00% +10K +76.7% $82.50 -9.6%
1428 BKU BANKUNITED INC COM Financial Services 41,762.0 $1.9M 0.00% -36K -46.0% $45.16 +6.4%
1429 ALSN ALLISON TRANSMISSION HLDGS I COM Consumer Cyclical 16,041.0 $1.9M 0.00% -973.0 -5.7% $117.07 +3.4%
1430 AROC ARCHROCK INC COM Energy 53,926.0 $1.9M 0.00% -126K -70.0% $34.81 +2.7%
1431 FIVN FIVE9 INC COM Technology 123,731.0 $1.9M 0.00% -29K -18.8% $15.17 +36.4%
1432 ORGO ORGANOGENESIS HLDGS INC COM Healthcare 790,766.0 $1.9M 0.00% +225K +39.8% $2.37 +1.3%
1433 PCVX VAXCYTE INC COM Healthcare 32,212.0 $1.9M 0.00% +12K +57.7% $58.11 -15.2%
1434 VLYPN VALLEY NATL BANCORP COM Financial Services 152,219.0 $1.9M 0.00% +79K +107.5% $12.28 +109.8%
1435 MC MOELIS & CO CL A Financial Services 32,716.0 $1.9M 0.00% +3K +8.5% $57.01 +21.8%
1436 PNW PINNACLE WEST CAP CORP COM Utilities 18,508.0 $1.9M 0.00% -9K -31.9% $100.77 +3.1%
1437 GAP GAP INC COM Consumer Cyclical 76,936.0 $1.9M 0.00% -69K -47.5% $24.20 -10.2%
1438 MZTI MARZETTI COMPANY COM Consumer Defensive 13,456.0 $1.9M 0.00% -80.0 -0.6% $138.30 -21.2%
1439 GCT GIGACLOUD TECHNOLOGY INC CLASS A ORD Technology 41,005.0 $1.9M 0.00% +36K +681.2% $45.38 -25.8%
1440 RKT ROCKET COS INC COM CL A Financial Services 130,405.0 $1.9M 0.00% -49K -27.3% $14.25 -2.3%
Page 72 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%