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CIK: 0002043186
Total reported value
$289.9M
$289.9M
116 檔
12.6%
According to the latest 13F quarterly dataset, SGL Investment Advisors, Inc. managed an equity portfolio of $289.9M at the end of Q1 2025, spanning 116 distinct U.S. exchange-listed positions.
During Q1 2025, SGL Investment Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, MA) accounted for 12.6% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.81% | +0.65% | +0.53% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.28% | -0.19% | +2.84% | |
| 3 | MA | Mastercard Inc - A | Stock-Financials | 3.55% | +0.10% | -0.57% | |
| 4 | IBM | Intl Business Machines CORP | Stock-Tech | 3.21% | -0.01% | -0.14% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.08% | +0.05% | +1.56% | |
| 6 | HD | Home Depot Inc | Stock-Consumer Disc | 3.03% | +0.14% | +1.19% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.75% | +0.30% | -26.27% | |
| 8 | TRV | Travelers Cos Inc/the | Stock-Financials | 2.71% | +0.28% | -2.52% | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.60% | +0.20% | +2.72% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.50% | +0.20% | +27.35% | |
| 11 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.49% | +0.74% | -10.27% | |
| 12 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 2.43% | +0.23% | -2.77% | |
| 13 | CVX | Chevron CORP | Stock-Energy | 2.42% | -0.08% | +1.24% | |
| 14 | CMI | Cummins Inc | Stock-Industrials | 2.29% | -0.40% | -0.68% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.21% | -0.32% | +1.55% | |
| 16 | PSA | Public Storage | Stock-Real Estate | 2.20% | -0.08% | -2.40% | |
| 17 | ADBE | Adobe Inc | Stock-Tech | 2.14% | -1.38% | EXIT | |
| 18 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 2.10% | -0.15% | -27.46% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.09% | -0.15% | +0.85% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 2.01% | -0.25% | +516.70% | |
| 21 | CAG | Conagra Brands Inc | Stock-Consumer Staples | 1.98% | — | +1.27% | |
| 22 | NXST | Nexstar Media Group Inc | Stock-Comm Services | 1.97% | — | +2.55% | |
| 23 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 1.83% | — | -22.84% | |
| 24 | UL | Unilever PLC | Stock-Consumer Staples | 1.75% | — | -2.75% | |
| 25 | IPG | Interpublic Group Of Cos Inc | Stock-Other | 1.74% | — | -0.81% | |
| 26 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.73% | -0.67% | EXIT | |
| 27 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.72% | -0.18% | -2.57% | |
| 28 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.71% | +0.20% | +1.36% | |
| 29 | IAU | Ishares Gold Trust | ETF-Commodities | 1.58% | -0.14% | +297.51% | |
| 30 | RMD | Resmed Inc | Stock-Healthcare | 1.57% | -0.05% | — | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 1.52% | -0.80% | +539.08% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.33% | +0.21% | +25.07% | |
| 33 | STE | STERIS plc | Stock-Healthcare | 1.31% | +0.06% | -0.78% | |
| 34 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.98% | -0.07% | +4.90% | |
| 35 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.70% | +0.22% | +24.15% | |
| 36 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.69% | +0.05% | +30.79% | |
| 37 | TDOC 1.25 06-01-27Bond | Teladoc Health Inc | Bond | 0.67% | -0.06% | — | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | -0.61% | +3.79% | |
| 39 | INN 1.5 02-15-26Bond | Summit Hotel Properties | Bond | 0.59% | — | -0.42% | |
| 40 | SCHH | Schwab US Reit ETF | ETF-Other | 0.59% | -0.40% | +18.27% | |
| 41 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.56% | — | +14.78% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.51% | +0.03% | +72.11% | |
| 43 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.50% | -0.21% | -11.19% | |
| 44 | ACN | Accenture plc | Stock-Tech | 0.47% | — | +7.94% | |
| 45 | MCK | Mckesson CORP | Stock-Healthcare | 0.45% | +0.01% | +0.79% | |
| 46 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.42% | -0.27% | EXIT | |
| 47 | ESG | Flexshares Stoxx US Esg Sele | ETF-Other | 0.40% | -0.01% | +4.69% | |
| 48 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.40% | -0.02% | -0.95% | |
| 49 | WTS | Watts Water Technologies-a | Stock-Industrials | 0.39% | +0.02% | -0.09% | |
| 50 | KR | Kroger Co | Stock-Consumer Staples | 0.39% | -0.30% | -9.31% |
According to official SEC Form 13F filings, SGL Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $289.9M across 116 disclosed positions in Q1 2025.
During Q1 2025, SGL Investment Advisors, Inc.'s top holdings by market value included MSFT (4.8%)、AAPL (4.3%)、MA (3.5%). The largest single position, MSFT, represented 4.8% of total portfolio value.
In Q1 2025, 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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