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SG Trading Solutions, LLC

Location
BOUNTIFUL, UT
Portfolio Value
Small $430,344,006
Diversification
Diversified
Filing Date
Dec 31, 2025
Global Rank
#3,868 / 8,818 · as of Dec 2025
Top Industry
Semiconductors 15.1%
3Y Alpha vs SPY
+45.5%
Period ended 8 months ago
Filed Feb 24, 2026 · 6mo

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio
+25.1%
SPY
+10.3%
Annualised alpha
+45.5%
Max drawdown
−7.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 1 quarter.SG Trading Solutions, LLC has stopped filing, so the simulation ends in Jul 2026 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.

Portfolio Concentration

206 tracked positions · as of Dec 31, 2025
Top Position
7.7%
of portfolio value
Top 5
33.5%
of portfolio value
Top 10
47.9%
of portfolio value
HHI
302
Diversified

Sector Breakdown

As of Dec 31, 2025
Sector % Portfolio Value
Technology 28.9% $124,321,507
Unclassified 17.3% $74,343,375
Financial Services 12.1% $52,079,150
Communication Services 9.6% $41,337,555
Healthcare 8.3% $35,701,474
Consumer Cyclical 8.1% $35,046,147
Consumer Defensive 4.6% $19,719,837
Industrials 3.8% $16,161,136
Energy 2.7% $11,737,455
Utilities 1.7% $7,469,060
Basic Materials 1.5% $6,597,891
Real Estate 1.4% $5,829,419

Portfolio Positions

Export CSV View 13F filing
206 tracked positions · $430,344,006 total · filing declares 211 positions · $430,823 · as of Dec 31, 2025
Showing 1–50 of 206 positions by value · page 1 of 5
Ticker Company Shares Value (USD) % of Portfolio History

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.