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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 74 of 159  ·  3,176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 KNF KNIFE RIVER CORP COMMON STOCK Basic Materials 21,404.0 $1.7M 0.00% -1K -4.6% $81.67 +4.7%
1462 VSCO VICTORIAS SECRET AND CO COMMON STOCK Consumer Cyclical 37,709.0 $1.7M 0.00% -29K -43.7% $46.35 +74.6%
1463 BTG B2GOLD CORP COM Basic Materials 384,901.0 $1.7M 0.00% +200K +108.6% $4.53 +1.1%
1464 FDP FRESH DEL MONTE PRODUCE INC ORD Consumer Defensive 43,207.0 $1.7M 0.00% +16K +56.8% $40.27 -30.7%
1465 SHAKE SHACK INC NOTE 3/0 18,150.0 $1.7M 0.00% $94.99
1466 ACAD ACADIA PHARMACEUTICALS INC COM Healthcare 77,208.0 $1.7M 0.00% +35K +84.0% $22.26 -3.3%
1467 CAVA CAVA GROUP INC COM Consumer Cyclical 21,227.0 $1.7M 0.00% -12K -35.3% $80.89 +11.0%
1468 QXO QXO INC COM NEW Industrials 88,109.0 $1.7M 0.00% +79K +891.4% $19.42 -12.0%
1469 ALAB ASTERA LABS INC COM Technology 15,590.0 $1.7M 0.00% -31K -66.6% $109.62 +253.2%
1470 AEO AMERICAN EAGLE OUTFITTERS IN COM Consumer Cyclical 102,293.0 $1.7M 0.00% +16K +19.1% $16.70 +4.2%
1471 DCI DONALDSON INC COM Industrials 20,126.0 $1.7M 0.00% -3K -13.9% $84.87 +0.3%
1472 NUVL NUVALENT INC COM Healthcare 16,648.0 $1.7M 0.00% -4K -18.1% $102.47 +20.4%
1473 ABOS ACUMEN PHARMACEUTICALS INC COM Healthcare 719,257.0 $1.7M 0.00% +318K +79.3% $2.36 -3.2%
1474 HOMB HOME BANCSHARES INC COM Financial Services 62,950.0 $1.7M 0.00% -7K -9.9% $26.93 +2.4%
1475 KSS KOHLS CORP COM Consumer Cyclical 131,434.0 $1.7M 0.00% -116K -47.0% $12.90 +29.4%
1476 PTEN PATTERSON-UTI ENERGY INC COM Energy 156,091.0 $1.7M 0.00% -28K -15.1% $10.83 -4.4%
1477 LKQ LKQ CORP COM Consumer Cyclical 57,437.0 $1.7M 0.00% -213K -78.8% $29.37 -13.3%
1478 PUT BLUE OWL CAPITAL INC 576,100.0 $1.7M 0.00% +291K +101.9% $2.93
1479 CNI CANADIAN NATL RY CO COM Industrials 16,374.0 $1.7M 0.00% +14K +574.1% $102.78 +11.5%
1480 UBSI UNITED BANKSHARES INC WEST V COM Financial Services 40,530.0 $1.7M 0.00% -16K -28.7% $41.43 +7.1%
Page 74 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%