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CIK: 0002043186
Total reported value
$289.9M
$289.9M
120 檔
13.7%
The Q2 2025 SEC filing reveals that SGL Investment Advisors, Inc. held a total portfolio value of $289.9M, covering 120 public equity positions.
During Q2 2025, 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 | MSFT | Microsoft CORP | Stock-Tech | 5.08% | +0.65% | +1.06% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.27% | -0.19% | +1.73% | |
| 3 | IBM | Intl Business Machines CORP | Stock-Tech | 3.38% | -0.01% | +0.17% | |
| 4 | MA | Mastercard Inc - A | Stock-Financials | 3.31% | +0.10% | +2.13% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.86% | +0.30% | +1.28% | |
| 6 | HD | Home Depot Inc | Stock-Consumer Disc | 2.84% | +0.14% | +0.91% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.69% | +0.20% | +3.11% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.67% | +0.05% | +1.15% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.61% | -0.25% | +3.20% | |
| 10 | CVX | Chevron CORP | Stock-Energy | 2.52% | -0.08% | +1.21% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.43% | +0.20% | +1.27% | |
| 12 | TRV | Travelers Cos Inc/the | Stock-Financials | 2.41% | +0.28% | +1.78% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.32% | -0.15% | +0.30% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.31% | -0.32% | +0.95% | |
| 15 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.30% | +0.74% | -7.30% | |
| 16 | CMI | Cummins Inc | Stock-Industrials | 2.28% | -0.40% | +0.27% | |
| 17 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 2.26% | +0.23% | +3.05% | |
| 18 | NXST | Nexstar Media Group Inc | Stock-Comm Services | 2.04% | — | +0.76% | |
| 19 | PSA | Public Storage | Stock-Real Estate | 2.00% | -0.08% | +1.78% | |
| 20 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.99% | -0.15% | +1428.49% | |
| 21 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.85% | -0.18% | -0.98% | |
| 22 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 1.78% | — | -0.95% | |
| 23 | ADBE | Adobe Inc | Stock-Tech | 1.78% | -1.38% | EXIT | |
| 24 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.69% | +0.20% | -1.25% | |
| 25 | IPG | Interpublic Group Of Cos Inc | Stock-Other | 1.63% | — | +1.28% | |
| 26 | CAG | Conagra Brands Inc | Stock-Consumer Staples | 1.60% | — | -1.52% | |
| 27 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.55% | -0.67% | EXIT | |
| 28 | UL | Unilever PLC | Stock-Consumer Staples | 1.55% | — | -1.27% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 1.49% | -0.80% | +6.39% | |
| 30 | IAU | Ishares Gold Trust | ETF-Commodities | 1.48% | -0.14% | +1.75% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.39% | +0.21% | +3.63% | |
| 32 | RMD | Resmed Inc | Stock-Healthcare | 1.35% | -0.05% | -11.66% | |
| 33 | STE | STERIS plc | Stock-Healthcare | 1.26% | +0.06% | +1.23% | |
| 34 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 1.00% | -0.07% | -1.51% | |
| 35 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.76% | +0.05% | +8.25% | |
| 36 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.76% | +0.22% | +15.95% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.69% | -0.61% | +8.58% | |
| 38 | SCHH | Schwab US Reit ETF | ETF-Other | 0.63% | -0.40% | +14.93% | |
| 39 | TDOC 1.25 06-01-27Bond | Teladoc Health Inc | Bond | 0.62% | -0.06% | -0.71% | |
| 40 | INN 1.5 02-15-26Bond | Summit Hotel Properties | Bond | 0.59% | — | +8.37% | |
| 41 | TXN | Texas Instruments Inc | Stock-Tech | 0.59% | -0.14% | +40.86% | |
| 42 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.58% | — | +5.78% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.58% | +0.03% | +8.06% | |
| 44 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.49% | -0.21% | +11.73% | |
| 45 | ACN | Accenture plc | Stock-Tech | 0.45% | — | +4.27% | |
| 46 | UBER | Uber Technologies Inc | Stock-Industrials | 0.41% | +0.03% | — | |
| 47 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.41% | +0.10% | +14.27% | |
| 48 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.41% | -0.27% | EXIT | |
| 49 | ESG | Flexshares Stoxx US Esg Sele | ETF-Other | 0.41% | -0.01% | +1.94% | |
| 50 | AMAT | Applied Materials Inc | Stock-Tech | 0.40% | -0.09% | -0.21% |
According to official SEC Form 13F filings, SGL Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $289.9M across 120 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, IBM) accounted for 13.7% of total reported equity market value during Q2 2025.
During Q2 2025, SGL Investment Advisors, Inc.'s top holdings by market value included MSFT (5.1%)、AAPL (4.3%)、IBM (3.4%). The largest single position, MSFT, represented 5.1% of total portfolio value.
In Q2 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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