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CIK: 0002043186
Total reported value
$289.9M
$289.9M
114 檔
13.6%
As reported in its official Q4 2024 Form 13F filing, SGL Investment Advisors, Inc.'s tracked investment portfolio stood at $289.9M with 114 total positions.
During Q4 2024, SGL Investment Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.88% | -0.19% | +0.51% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.36% | +0.65% | +2.51% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.95% | +0.30% | +0.50% | |
| 4 | MA | Mastercard Inc - A | Stock-Financials | 3.47% | +0.10% | +3.52% | |
| 5 | HD | Home Depot Inc | Stock-Consumer Disc | 3.27% | +0.14% | +2.63% | |
| 6 | IBM | Intl Business Machines CORP | Stock-Tech | 3.15% | -0.01% | +12.71% | |
| 7 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.82% | +0.74% | +103.04% | |
| 8 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 2.75% | -0.15% | +2.46% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.72% | +0.05% | +3.00% | |
| 10 | CMI | Cummins Inc | Stock-Industrials | 2.67% | -0.40% | -22.41% | |
| 11 | CVX | Chevron CORP | Stock-Energy | 2.63% | -0.08% | +1.48% | |
| 12 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 2.62% | — | +0.39% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.53% | -0.32% | +5.36% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.46% | +0.20% | +3.08% | |
| 15 | ADBE | Adobe Inc | Stock-Tech | 2.45% | -1.38% | EXIT | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.45% | -0.15% | +3.65% | |
| 17 | TRV | Travelers Cos Inc/the | Stock-Financials | 2.41% | +0.28% | +2.21% | |
| 18 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 2.28% | +0.23% | +3.41% | |
| 19 | PSA | Public Storage | Stock-Real Estate | 2.20% | -0.08% | +2.28% | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.07% | +0.20% | -1.68% | |
| 21 | CAG | Conagra Brands Inc | Stock-Consumer Staples | 2.03% | — | -2.53% | |
| 22 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.83% | -0.67% | EXIT | |
| 23 | IPG | Interpublic Group Of Cos Inc | Stock-Other | 1.82% | — | +9.77% | |
| 24 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.76% | — | +2.13% | |
| 25 | NXST | Nexstar Media Group Inc | Stock-Comm Services | 1.70% | — | -0.14% | |
| 26 | UL | Unilever PLC | Stock-Consumer Staples | 1.66% | — | +1.64% | |
| 27 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.60% | +0.20% | +1.69% | |
| 28 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.58% | -0.18% | +22.85% | |
| 29 | ICLR | ICON Public Limited Company | Stock-Healthcare | 1.52% | — | +0.04% | |
| 30 | DHR | Danaher CORP | Stock-Healthcare | 1.36% | -0.11% | EXIT | |
| 31 | STE | STERIS plc | Stock-Healthcare | 1.25% | +0.06% | +3.29% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.11% | +0.21% | -1.89% | |
| 33 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.96% | -0.07% | +1.58% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.69% | -0.61% | +2.76% | |
| 35 | TDOC 1.25 06-01-27Bond | Teladoc Health Inc | Bond | 0.64% | -0.06% | -0.70% | |
| 36 | INN 1.5 02-15-26Bond | Summit Hotel Properties | Bond | 0.58% | — | -0.83% | |
| 37 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.58% | +0.05% | +3.27% | |
| 38 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.56% | -0.21% | +307.26% | |
| 39 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.55% | +0.22% | -4.30% | |
| 40 | ACN | Accenture plc | Stock-Tech | 0.54% | — | +5.75% | |
| 41 | SCHH | Schwab US Reit ETF | ETF-Other | 0.50% | -0.40% | +4.30% | |
| 42 | PODD | Insulet CORP | Stock-Healthcare | 0.49% | — | +0.35% | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.47% | -0.13% | -40.00% | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.46% | — | +1.94% | |
| 45 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.43% | -0.27% | EXIT | |
| 46 | ESG | Flexshares Stoxx US Esg Sele | ETF-Other | 0.40% | -0.01% | -3.06% | |
| 47 | KR | Kroger Co | Stock-Consumer Staples | 0.39% | -0.30% | +0.09% | |
| 48 | MCK | Mckesson CORP | Stock-Healthcare | 0.38% | +0.01% | — | |
| 49 | TXN | Texas Instruments Inc | Stock-Tech | 0.37% | -0.14% | -21.36% | |
| 50 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.37% | -0.02% | -2.02% |
According to official SEC Form 13F filings, SGL Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $289.9M across 114 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, JPM) accounted for 13.6% of total reported equity market value during Q4 2024.
During Q4 2024, SGL Investment Advisors, Inc.'s top holdings by market value included AAPL (4.9%)、MSFT (4.4%)、JPM (4.0%). The largest single position, AAPL, represented 4.9% of total portfolio value.
In Q4 2024, SGL Investment Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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