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SG Trading Solutions, LLC

Location
BOUNTIFUL, UT
Portfolio Value
Small $352,498,058
Diversification
Diversified
Filing Date
Dec 31, 2025
Global Rank
#3,214 / 8,662 · as of Dec 2025
Top Industry
Semiconductors 15.4%
3Y Alpha vs SPY
-6.9%
Period ended 6 months ago
Filed Feb 24, 2026 · 4mo

Clone Performance

Feb 2026–Jul 2026 · vs SPY

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

Cloned portfolio
+8.4%
SPY
+9.6%
Annualised alpha
-3.5%
Max drawdown
−8.9%

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

200 positions · as of Dec 31, 2025
Top Position
9.0%
of portfolio value
Top 5
33.2%
of portfolio value
Top 10
44.3%
of portfolio value
HHI
290
Diversified

Sector Breakdown

As of Dec 31, 2025
Sector % Portfolio Value
Technology 35.3% $124,532,849
Financial Services 14.8% $52,079,150
Communication Services 11.1% $39,172,033
Healthcare 10.1% $35,701,474
Consumer Cyclical 9.2% $32,403,613
Consumer Defensive 5.6% $19,719,837
Industrials 4.6% $16,058,620
Energy 2.4% $8,556,869
Utilities 2.1% $7,469,060
Basic Materials 1.9% $6,597,891
Real Estate 1.7% $5,829,419
Unclassified 1.2% $4,377,243

Portfolio Positions

Export CSV View 13F filing
200 positions · $352,498,058 total · as of Dec 31, 2025
Showing 1–50 of 200 positions by value · page 1 of 4
Ticker Company Shares Value (USD) % of Portfolio History