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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 97 of 159  ·  3,176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1921 OSIS OSI SYSTEMS INC COM Technology 2,983.0 $792K 0.00% -2K -33.7% $265.50 -21.7%
1922 LASR NLIGHT INC COM Technology 13,850.0 $790K 0.00% -257.0 -1.8% $57.04 +34.0%
1923 PUT CARVANA CO 15,800.0 $789K 0.00% -8K -35.0% $49.94
1924 H WORLD GROUP LTD NOTE 3.000 5/0 6,000.0 $788K 0.00% $131.33
1925 HSAI HESAI GROUP SPONSORED ADS Consumer Cyclical 41,159.0 $787K 0.00% -27K -39.7% $19.12 +9.3%
1926 IMNM IMMUNOME INC COM Healthcare 35,970.0 $787K 0.00% -126K -77.8% $21.88 +4.9%
1927 PUT BOEING CO 26,600.0 $783K 0.00% +10K +61.2% $29.44
1928 GREK GLOBAL X FDS MSCI GREECE ETF 12,250.0 $782K 0.00% +3K +26.0% $63.84 +11.9%
1929 MMSI MERIT MED SYS INC COM Healthcare 11,341.0 $782K 0.00% -6K -35.0% $68.95 -7.7%
1930 EPAC ENERPAC TOOL GROUP CORP CL A COM Industrials 21,417.0 $781K 0.00% -11K -33.1% $36.47 -6.2%
1931 IAC IAC INC COM NEW Technology 19,491.0 $780K 0.00% -3K -12.6% $40.02 +2.9%
1932 CALL MARVELL TECHNOLOGY INC 71,300.0 $780K 0.00% -225K -75.9% $10.94
1933 MGA MAGNA INTL INC COM Consumer Cyclical 13,931.0 $777K 0.00% +12K +498.4% $55.77 +13.1%
1934 TE T1 ENERGY INC COM NEW Industrials 176,730.0 $776K 0.00% -318K -64.2% $4.39 +98.1%
1935 LNTH LANTHEUS HLDGS INC COM Healthcare 10,209.0 $774K 0.00% -3K -24.3% $75.82 +24.6%
1936 PUT CAPITAL ONE FINL CORP 14,100.0 $772K 0.00% NEW $54.75
1937 HCC WARRIOR MET COAL INC COM Energy 8,284.0 $772K 0.00% -174K -95.5% $93.19 -8.3%
1938 LTH LIFE TIME GROUP HOLDINGS INC COMMON STOCK Consumer Cyclical 28,493.0 $768K 0.00% +4K +14.3% $26.95 +22.2%
1939 VVX V2X INC COM Industrials 11,215.0 $768K 0.00% -8K -40.8% $68.48 +4.7%
1940 REX REX AMERICAN RES CORP COM Basic Materials 16,813.0 $766K 0.00% -8K -31.1% $45.56 +7.1%
Page 97 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%