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SG Americas Securities, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1313360

$178.7M

disclosed book value

3,333

positions

7%

largest position share

Positions, as of 2026-06-30

top 100 of 3,333 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1NVDANVIDIA CORPORATION COM62.3M$12.5M7%
2MUMICRON TECHNOLOGY INC COM8.7M$10.0M5.6%
3MSFTMICROSOFT CORP COM23.8M$8.9M5%
4AMZNAMAZON COM INC COM28.3M$6.7M3.8%
5AAPLAPPLE INC COM23.2M$6.7M3.7%
6GOOGLALPHABET INC CAP STK CL A17.6M$6.3M3.5%
7AVGOBROADCOM INC COM13.7M$5.2M2.9%
8GOOGALPHABET INC CAP STK CL C13.4M$4.8M2.7%
9TSLATESLA INC COM11.2M$4.7M2.6%
10JPMJPMORGAN CHASE & CO COM13.2M$4.3M2.4%
11METAMETA PLATFORMS INC CL A5.6M$3.1M1.8%
12SNDKSANDISK CORP COM1.2M$2.7M1.5%
13AMDADVANCED MICRO DEVICES INC COM4.2M$2.4M1.4%
14LLYELI LILLY & CO COM2.0M$2.4M1.3%
15MRVLMARVELL TECHNOLOGY INC COM7.8M$2.3M1.3%
16AMATAPPLIED MATLS INC COM2.8M$2.0M1.1%
17INTCINTEL CORP COM13.6M$1.9M1.1%
18UNHUNITEDHEALTH GROUP INC COM4.2M$1.7M1%
19COSTCOSTCO WHOLESALE CORPORATION COM1.8M$1.7M0.9%
20ORCLORACLE CORP COM10.3M$1.5M0.8%
21CSCOCISCO SYS INC COM12.7M$1.5M0.8%
22WMTWALMART INC COM12.7M$1.4M0.8%
23LRCXLAM RESEARCH CORP COM NEW3.1M$1.3M0.8%
24JNJJOHNSON & JOHNSON COM5.3M$1.3M0.8%
25HDHOME DEPOT INC COM3.3M$1.2M0.7%
26ABBVABBVIE INC COM4.0M$1.0M0.6%
27LUMENTUM HLDGS INC CALLCALL1.2M$908,4500.5%
28TXNTEXAS INSTRS INC COM3.0M$905,6210.5%
29APHAMPHENOL CORP CL A5.1M$902,3550.5%
30GEGE AEROSPACE COM NEW2.4M$897,0160.5%
31PGPROCTER & GAMBLE CO COM6.1M$888,1580.5%
32QCOMQUALCOMM INC COM4.7M$860,1040.5%
33PLTRPALANTIR TECHNOLOGIES INC CL A7.2M$844,5690.5%
34PEPPEPSICO INC COM5.4M$737,2300.4%
35MMM3M CO COM4.5M$734,0230.4%
36ADIANALOG DEVICES INC COM1.8M$726,3120.4%
37SPYSTATE STR SPDR S&P 500 ETF T TR UNIT929,521$694,1380.4%
38BKNGBOOKING HOLDINGS INC COM3.9M$692,8120.4%
39GSGOLDMAN SACHS GROUP INC COM646,067$653,4130.4%
40CCITIGROUP INC COM NEW4.6M$640,2760.4%
41RTXRTX CORPORATION COM3.4M$639,4150.4%
42NFLXNETFLIX INC. COM9.0M$639,3130.4%
43BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW1.2M$620,4970.3%
44ABTABBOTT LABORATORIES COM6.8M$617,1230.3%
45GILDGILEAD SCIENCES INC COM4.8M$603,9670.3%
46VVISA INC COM CL A1.8M$601,0350.3%
47KLACKLA CORP COM NEW2.0M$588,7450.3%
48KOCOCA COLA CO COM7.1M$580,3720.3%
49LINDE PLC SHS1.1M$576,8460.3%
50NOWSERVICENOW INC COM5.7M$570,0910.3%
51CVXCHEVRON CORPORATION COM3.4M$561,9640.3%
52ELVELEVANCE HEALTH INC FORMERLY COM1.4M$530,6280.3%
53TRANE TECHNOLOGIES PLC SHS1.1M$525,6500.3%
54MEDTRONIC PLC SHS6.5M$508,5540.3%
55MCDMCDONALDS CORP COM1.8M$493,9920.3%
56TMOTHERMO FISHER SCIENTIFIC INC COM937,270$469,9100.3%
57QQQINVESCO QQQ TR UNIT SER 1628,726$462,9940.3%
58DIASTATE STR SPDR DOW JONES IND UT SER 1870,693$454,8410.3%
59SEAGATE TECHNOLOGY HLDNGS PL ORD SHS461,735$445,5740.2%
60KVUEKENVUE INC COM22.7M$434,2550.2%
61BMYBRISTOL-MYERS SQUIBB CO COM7.3M$419,5890.2%
62INTUINTUIT COM1.6M$410,7470.2%
63MCHPMICROCHIP TECHNOLOGY INC. COM4.4M$405,5920.2%
64VSTVISTRA CORP COM2.5M$404,2830.2%
65CMICUMMINS INC COM556,710$397,0510.2%
66HONEYWELL INTL INC COM1.8M$394,8090.2%
67MRKMERCK & CO INC COM3.1M$394,7830.2%
68COHRCOHERENT CORP COM982,227$387,4590.2%
69SNPSSYNOPSYS INC COM863,450$385,1590.2%
70WBDWARNER BROS DISCOVERY INC COM SER A14.4M$382,8980.2%
71TMUST-MOBILE US INC COM2.3M$379,1460.2%
72ROSTROSS STORES INC COM1.7M$366,7280.2%
73CSXCSX CORP COM7.6M$358,9450.2%
74PHPARKER-HANNIFIN CORP COM366,677$358,6540.2%
75MSIMOTOROLA SOLUTIONS INC COM NEW855,618$355,3300.2%
76BACBANK OF AMER CORP COM6.2M$353,4490.2%
77GEVGE VERNOVA INC COM296,379$348,2040.2%
78HONEYWELL AEROSPACE INC COM1.6M$346,5010.2%
79NXP SEMICONDUCTORS N V COM1.2M$343,7770.2%
80VXUSVANGUARD STAR FDS VG TL INTL STK F4.0M$341,9600.2%
81EQIXEQUINIX INC COM324,397$338,1480.2%
82LITELUMENTUM HLDGS INC COM391,443$335,8820.2%
83SHWSHERWIN WILLIAMS CO COM961,065$330,9140.2%
84AMGNAMGEN INC COM909,380$329,3050.2%
85AXPAMERICAN EXPRESS CO COM962,989$325,7310.2%
86DISDISNEY WALT CO COM3.3M$316,1770.2%
87PANWPALO ALTO NETWORKS INC COM898,062$306,2570.2%
88TE CONNECTIVITY PLC ORD SHS1.5M$304,3440.2%
89TJXTJX COS INC NEW COM2.0M$298,6760.2%
90SPGIS&P GLOBAL INC COM732,835$298,4540.2%
91HLTHILTON WORLDWIDE HLDGS INC COM883,942$292,1070.2%
92TSMTAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS589,560$281,5560.2%
93ABNBAIRBNB INC COM CL A1.9M$277,6050.2%
94CTSHCOGNIZANT TECHNOLOGY SOLUTIO CL A7.1M$275,7480.2%
95EA*ELECTRONIC ARTS INC COM1.3M$274,8620.2%
96PFEPFIZER INC COM11.3M$271,4100.2%
97CATCATERPILLAR INC COM252,162$268,5270.2%
98MSMORGAN STANLEY COM NEW1.3M$267,2280.1%
99REGNREGENERON PHARMACEUTICALS COM427,703$266,6900.1%
100CMCSACOMCAST CORP NEW CL A10.8M$265,4530.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.
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