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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 90 of 159  ·  3,176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 SXT SENSIENT TECHNOLOGIES CORP COM Basic Materials 11,212.0 $969K 0.00% -11K -49.4% $86.43 +29.6%
1782 CRY ARTIVION INC COM 26,371.0 $966K 0.00% -13K -32.4% $36.63 -51.2%
1783 PUT PAYPAL HLDGS INC 1,423,800.0 $960K 0.00% +1.3M +981.9% $0.67
1784 CPA COPA HOLDINGS SA CL A Industrials 8,454.0 $960K 0.00% +3K +51.8% $113.56 +27.3%
1785 PRVA PRIVIA HEALTH GROUP INC COM Healthcare 46,574.0 $958K 0.00% +24K +102.3% $20.57 +13.8%
1786 TFIN TRIUMPH FINANCIAL INC COM Financial Services 16,043.0 $957K 0.00% -78K -82.8% $59.65 +25.0%
1787 NCNO NCINO INC COM Technology 63,842.0 $956K 0.00% +12K +24.3% $14.97 -1.6%
1788 PUT INTEL CORP 1,638,600.0 $956K 0.00% +789K +92.8% $0.58
1789 MDXG MIMEDX GROUP INC COM Healthcare 241,881.0 $955K 0.00% +54K +28.6% $3.95 -7.4%
1790 NSSC NAPCO SEC TECHNOLOGIES INC COM Industrials 24,220.0 $954K 0.00% -18K -43.1% $39.39 -4.3%
1791 UI UBIQUITI INC COM Technology 1,206.0 $953K 0.00% -556.0 -31.6% $790.22 -29.2%
1792 CALL ALLSTATE CORP 100,000.0 $947K 0.00% NEW $9.47
1793 PFSI PENNYMAC FINL SVCS INC NEW COM Financial Services 10,829.0 $946K 0.00% +3K +42.5% $87.36 -4.3%
1794 NOMD NOMAD FOODS LTD USD ORD Consumer Defensive 98,341.0 $945K 0.00% -133K -57.5% $9.61 +6.4%
1795 CALL PAYPAL HLDGS INC 1,107,400.0 $944K 0.00% -276K -20.0% $0.85
1796 SBH SALLY BEAUTY HLDGS INC COM Consumer Cyclical 67,853.0 $940K 0.00% -15K -18.4% $13.85 -2.5%
1797 ARQT ARCUTIS BIOTHERAPEUTICS INC COM Healthcare 39,826.0 $938K 0.00% +5K +13.1% $23.55 +8.8%
1798 RXO RXO INC COMMON STOCK Industrials 64,083.0 $937K 0.00% -258K -80.1% $14.62 +87.3%
1799 EPR EPR PPTYS COM SH BEN INT Real Estate 18,709.0 $935K 0.00% -1K -7.0% $49.98 +17.8%
1800 BOX BOX INC CL A Technology 39,423.0 $932K 0.00% +14K +55.1% $23.64 +8.1%
Page 90 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%