Arkolith/Funds/Sig Brokerage, LP

Sig Brokerage, LP

CIK 1094429
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Inactive

Sig Brokerage, LP holds a diversified book of 216 stocks worth $353.7M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened ISHARES MSCI EUROPE FINANCIA and trimmed SCHWAB (CHARLES) CORP. Their largest long position is ISHR IBX USD INVGD CB ETF-UI at 11% of the equity book. They also disclosed $1.1B in put options (a bearish bet) and $2.3B in call options (bullish), shown separately below and excluded from the equity book.

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Use Arkolith to show SIG BROKERAGE, LP's latest
holdings, largest changes, and filing provenance.
Opened
59
new positions
Added to
88
existing
Trimmed
49
reduced
Sold out
47
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
27%
Top 10 holdings
38%
Top 20 holdings
53%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

30% mapped to company sectors

ETF / fund or unclassified
70%
Health Care
11%
Financials
7%
Communication Services
3%
Industrials
3%
Consumer Discretionary
2%
Consumer Staples
1%
Utilities
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited
  • −69%$11.7M
  • ALPHABET INC
    −73%$6.5M
  • INTEL CORP
    −87%$4.4M
  • INVESCO EXCH TRADED FD TR II
    −88%$3.3M
  • APPLOVIN CORP
    −67%$2.8M
  • NORTHROP GRUMMAN CORP
    −91%$2.3M

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

229 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
MSCI EURO FL ETF
$13.6M390.0K
3.8%
New
New position
2Ishares TR
CHINA LG-CAP ETF
$12.6M350.5K
3.6%
+288%
Added · +260K sh
3Select Sector SPDR TR
STATE STREET MAT
$12.1M242.5K
3.4%
New
New position
4Schwab Charles Corp
COM
$10.1M107.6K
2.9%
−5.3%
Reduced · −6K sh
5Ishares Inc
MSCI BRAZIL ETF
$9.1M236.7K
2.6%
+25%
Added · +48K sh
6Home Depot Inc
COM
$8.4M25.4K
2.4%
+4.0%
Added · +978 sh
7Bank America Corp
COM
$8.2M169.0K
2.3%
−11%
Reduced · −22K sh
8Meta Platforms Inc
CL A
$8.1M14.1K
2.3%
Added
Added · +14K sh
9Vertex Pharmaceuticals Inc
COM
$7.9M17.6K
2.2%
−16%
Reduced · −3K sh
10Ishares TR
7-10 YR TRSY BD
$7.5M78.4K
2.1%
New
New position
11Merck & Co Inc
COM
$7.2M59.6K
2.0%
+44%
Added · +18K sh
12Gilead Sciences Inc
COM
$7.2M51.3K
2.0%
−1.1%
Reduced · −597 sh
13Micron Technology Inc
COM
$6.3M18.6K
1.8%
Added
Added · +19K sh
14Chubb Ltd Switz
COM
$5.9M18.0K
1.7%
+4.2%
Added · +720 sh
15Unitedhealth Group Inc
COM
$5.5M20.4K
1.6%
13×
Added · +19K sh
16Ishares TR
SELECT DIVID ETF
$5.3M35.0K
1.5%
Held
17Vaneck ETF Trust
SEMICONDUCTR ETF
$5.2M13.7K
1.5%
+17%
Added · +2K sh
18Netflix Inc.
COM
$5.2M53.8K
1.5%
Added
Added · +54K sh
19Ishares TR
IBOXX INV CP ETF
$5.0M45.5K
1.4%
+212%
Added · +31K sh
20Taiwan Semiconductor Manufac
SPONSORED ADS
$4.8M14.3K
1.4%
Added
Added · +14K sh
21Pepsico Inc
COM
$4.3M27.6K
1.2%
Added
Added · +28K sh
22Southern Copper Corp
COM
$4.1M23.8K
1.2%
New
New position
23Ishares TR
MSCI USA MMENTM
$4.0M16.6K
1.1%
+41%
Added · +5K sh
24Select Sector SPDR TR
STATE STREET IND
$3.8M23.5K
1.1%
Held
25S&P Global Inc
COM
$3.7M8.8K
1.1%
−26%
Reduced · −3K sh
26Williams Sonoma Inc
COM
$3.7M20.0K
1.0%
New
New position
27Ishares TR
MSCI INDIA ETF
$3.5M74.6K
1.0%
Held
28SPDR Series Trust
STATE STREET SPD
$3.3M51.2K
0.9%
−6.2%
Reduced · −3K sh
29United Airls Hldgs Inc
COM
$3.2M35.0K
0.9%
+8.7%
Added · +3K sh
30Eli Lilly & Co
COM
$3.2M3.5K
0.9%
+57%
Added · +1K sh
31Viatris Inc
COM
$3.1M225.9K
0.9%
+24%
Added · +44K sh
32Ishares TR
RUS 1000 VAL ETF
$3.0M13.9K
0.8%
Held
33CSX Corp
COM
$2.9M70.0K
0.8%
+159%
Added · +43K sh
34Select Sector SPDR TR
STATE STREET CON
$2.9M35.0K
0.8%
Added
Added · +35K sh
35Lam Research Corp
COM NEW
$2.8M13.3K
0.8%
−26%
Reduced · −5K sh
36State STR SPDR Dow Jones Ind
UT SER 1
$2.8M6.0K
0.8%
+59%
Added · +2K sh
37Visa Inc
COM CL A
$2.6M8.7K
0.7%
+21%
Added · +2K sh
38Amazon Com Inc
COM
$2.6M12.5K
0.7%
+23%
Added · +2K sh
39Iren Limited
ORDINARY SHARES
$2.6M75.8K
0.7%
−13%
Reduced · −12K sh
40Oracle Corp
COM
$2.6M17.3K
0.7%
Added
Added · +17K sh
41Coca Cola Co
COM
$2.5M33.2K
0.7%
−3.5%
Reduced · −1K sh
42Alphabet Inc
CAP STK CL A
$2.4M8.3K
0.7%
−72%
Reduced · −22K sh
43Ishares Bitcoin Trust ETF
SHS BEN INT
$2.4M61.5K
0.7%
+302%
Added · +46K sh
44Invesco Exch Traded FD TR II
S&P 500 HB ETF
$2.3M20.0K
0.7%
Held
45Corning Inc
COM
$2.3M16.9K
0.6%
+246%
Added · +12K sh
46NextEra Energy Inc
COM
$2.2M24.0K
0.6%
+25%
Added · +5K sh
47Elbit Sys Ltd
ORD
$2.2M2.6K
0.6%
New
New position
48Ishares Inc
MSCI STH KOR ETF
$2.2M17.6K
0.6%
Added
Added · +18K sh
49Sap SE
SPON ADR
$2.2M12.6K
0.6%
New
New position
50Chevron Corporation
COM
$2.1M10.0K
0.6%
+43%
Added · +3K sh
Showing 50 of 229 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$1.1B
Call notional (bullish)$2.3B
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishSPDR GOLD TR$227.4M528K
CALL · bullishNETFLIX INCNFLX$223.0M2.3M
CALL · bullishMETA PLATFORMS INC$188.3M329K
CALL · bullishISHARES MSCI SOUTH KOREA ETFEWZ$131.7M3.4M
PUT · bearishSPDR SERIES TRUST$92.9M511K
CALL · bullishNVIDIA CORPORATION$89.3M512K
CALL · bullishMICROSOFT CORP$78.9M213K
PUT · bearishISHARES MSCI EMERGING MARKETIEF$74.5M1.4M
PUT · bearishBROADCOM INC$71.4M231K
CALL · bullishSALESFORCE INC$68.9M369K
PUT · bearishTAIWAN SEMICONDUCTOR MANUFAC$65.3M193K
CALL · bullishISHR IBX USD INVGD CB ETF-UILQD$61.3M1.2M
CALL · bullishAPPLE INC$60.6M239K
CALL · bullishARM HOLDINGS PLC$56.6M374K
CALL · bullishSS HEALTH CARE SELECT SECTORXLV$52.2M1.0M
PUT · bearishMETA PLATFORMS INC$46.6M82K
CALL · bullishTESLA INC$37.3M100K
CALL · bullishSANDISK CORP$35.3M56K
PUT · bearishALPHABET INC$35.2M122K
PUT · bearishTESLA INC$35.2M95K
PUT · bearishSPDR GOLD TR$34.4M80K
CALL · bullishUNITEDHEALTH GROUP INCUNH$32.0M118K
PUT · bearishMICRON TECHNOLOGY INC$31.9M94K
CALL · bullishISHARES SILVER TRUSTSLV$31.7M465K
CALL · bullishASML HLDG NV$30.9M23K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above. Showing the largest 25 of 517 option legs.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 2026769$3.8B13F-HR
Q4 2025Dec 31, 2025Feb 17, 2026656$3.2B13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025728$3.5B13F-HR
Q2 2025Jun 30, 2025Aug 14, 2025675$3.8B13F-HR
Q1 2025Mar 31, 2025May 14, 2025526$2.0B13F-HR
Q4 2024Dec 31, 2024Feb 14, 2025462$1.9B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.