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SG Trading Solutions, LLC

Location
BOUNTIFUL, UT
Portfolio Value
Small $358,680,683
Diversification
Diversified
Filing Date
Dec 31, 2025
Global Rank
#2,978 / 8,420
Top Industry
Semiconductors 15.2%
3Y Alpha vs SPY
-10.0%
Period ended 5 months ago
Filed Feb 24, 2026 · 4mo

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+6.3%
SPY
+9.1%
Annualised alpha
-10.0%
Max drawdown
−8.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

201 positions · as of Dec 31, 2025
Top Position
8.8%
of portfolio value
Top 5
32.6%
of portfolio value
Top 10
43.6%
of portfolio value
HHI
281
Diversified

Sector Breakdown

As of Dec 31, 2025
Sector % Portfolio Value
Technology 34.8% $124,789,838
Financial Services 14.5% $52,079,150
Communication Services 10.9% $39,172,033
Healthcare 10.0% $35,701,474
Consumer Cyclical 9.8% $35,046,147
Consumer Defensive 5.5% $19,719,837
Industrials 4.5% $16,161,136
Energy 3.3% $11,737,455
Utilities 2.1% $7,469,060
Basic Materials 1.8% $6,597,891
Real Estate 1.6% $5,829,419
Unclassified 1.2% $4,377,243

Portfolio Positions

Export CSV View 13F filing
201 positions · $358,680,683 total · as of Dec 31, 2025
Showing 1–50 of 201 positions by value · page 1 of 5
Ticker Company Shares Value (USD) % of Portfolio History