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CIK: 0002043186
Total reported value
$289.9M
$289.9M
126 檔
15.9%
As reported in its official Q3 2025 Form 13F filing, SGL Investment Advisors, Inc.'s tracked investment portfolio stood at $289.9M with 126 total positions.
In Q3 2025, SGL Investment Advisors, Inc. displayed an active expansion posture, initiating 7 new positions and adding to 29 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.98% | -0.19% | +4.00% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.73% | +0.65% | +2.16% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.37% | -0.25% | +13.99% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.12% | -0.32% | -4.93% | |
| 5 | IBM | Intl Business Machines CORP | Stock-Tech | 3.05% | -0.01% | -1.92% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.04% | +0.20% | +13.34% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.87% | +0.30% | +4.59% | |
| 8 | MA | Mastercard Inc - A | Stock-Financials | 2.75% | +0.10% | -2.00% | |
| 9 | CMI | Cummins Inc | Stock-Industrials | 2.64% | -0.40% | -0.21% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.53% | +0.20% | -0.49% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 2.51% | +0.14% | -2.10% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.35% | +0.05% | +0.89% | |
| 13 | CVX | Chevron CORP | Stock-Energy | 2.24% | -0.08% | +1.03% | |
| 14 | TRV | Travelers Cos Inc/the | Stock-Financials | 2.23% | +0.28% | +1.51% | |
| 15 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.22% | +0.74% | +2.46% | |
| 16 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 2.09% | +0.23% | +1.89% | |
| 17 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.91% | -0.18% | +5.05% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 1.87% | -0.80% | +37.02% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.85% | -0.15% | +3.03% | |
| 20 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.76% | -0.15% | +1.00% | |
| 21 | IAU | Ishares Gold Trust | ETF-Commodities | 1.67% | -0.14% | +6.59% | |
| 22 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 1.67% | — | +5.23% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.64% | +0.21% | +22.06% | |
| 24 | PSA | Public Storage | Stock-Real Estate | 1.59% | -0.08% | -4.42% | |
| 25 | CAG | Conagra Brands Inc | Stock-Consumer Staples | 1.56% | — | +33.28% | |
| 26 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.53% | +0.20% | +1.92% | |
| 27 | NXST | Nexstar Media Group Inc | Stock-Comm Services | 1.31% | — | -30.70% | |
| 28 | ADBE | Adobe Inc | Stock-Tech | 1.30% | -1.38% | EXIT | |
| 29 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.28% | -0.67% | EXIT | |
| 30 | IPG | Interpublic Group Of Cos Inc | Stock-Other | 1.21% | — | -14.48% | |
| 31 | RMD | Resmed Inc | Stock-Healthcare | 1.17% | -0.05% | +2.07% | |
| 32 | STE | STERIS plc | Stock-Healthcare | 1.16% | +0.06% | +3.02% | |
| 33 | YELP | Yelp Inc | Stock-Other | 1.11% | -0.16% | — | |
| 34 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.96% | +0.22% | +42.15% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.96% | -0.61% | -2.68% | |
| 36 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.95% | -0.07% | +0.28% | |
| 37 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.88% | +0.05% | +15.72% | |
| 38 | SCHH | Schwab US Reit ETF | ETF-Other | 0.72% | -0.40% | +30.94% | |
| 39 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.70% | — | +27.19% | |
| 40 | AMD | Advanced Micro Devices | Stock-Tech | 0.67% | -0.25% | +16.06% | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.55% | +0.03% | -6.36% | |
| 42 | TDOC 1.25 06-01-27Bond | Teladoc Health Inc | Bond | 0.55% | -0.06% | -0.36% | |
| 43 | INN 1.5 02-15-26Bond | Summit Hotel Properties | Bond | 0.53% | — | — | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.51% | -0.05% | +26.70% | |
| 45 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.50% | +0.10% | +38.47% | |
| 46 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.45% | +0.06% | +23.34% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.44% | +0.01% | +66.13% | |
| 48 | AMGN | Amgen Inc | Stock-Healthcare | 0.40% | +0.06% | +52.43% | |
| 49 | ESG | Flexshares Stoxx US Esg Sele | ETF-Other | 0.39% | -0.01% | +3.32% | |
| 50 | UBER | Uber Technologies Inc | Stock-Industrials | 0.39% | +0.03% | +5.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.4% | +13.99% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +0.9% | -4.93% | Trim |
| 3 | AAPL | Apple Inc | +0.7% | +4.00% | Add |
| 4 | IVW | Ishares S&p 500 Growth ETF | +0.5% | +13.34% | Add |
| 5 | AMD | Advanced Micro Devices | +0.5% | +16.06% | Add |
| 6 | TSLA | Tesla Inc | +0.4% | +26.70% | Add |
| 7 | CMI | Cummins Inc | +0.4% | -0.21% | Add |
| 8 | WMT | Walmart Inc | +0.4% | +37.02% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.4% | -2.68% | Add |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +22.06% | Add |
| 11 | PG | Procter & Gamble Co/the | +0.3% | +66.13% | Add |
| 12 | VCIT | Vanguard Int-term Corporate | +0.3% | +42.15% | Add |
| 13 | AXP | American Express Co | +0.2% | +4.20% | Add |
| 14 | CSCO | Cisco Systems Inc | +0.2% | +86.56% | Add |
| 15 | ORCL | Oracle CORP | +0.2% | -1.29% | Add |
| 16 | MS | Morgan Stanley | +0.2% | +3.61% | Add |
| 17 | LHX | L3harris Technologies Inc | +0.2% | +5.05% | Add |
| 18 | IWO | Ishares Russell 2000 Growth | +0.2% | +15.72% | Add |
| 19 | GS | Goldman Sachs Group Inc | +0.2% | — | Add |
| 20 | WFC | Wells Fargo & Co | +0.2% | +6.62% | Add |
| 21 | DIS | Walt Disney Co/the | +0.2% | +116.02% | Add |
| 22 | LLY | Eli Lilly & Co | +0.2% | +99.09% | Add |
| 23 | SCHF | Schwab Intl Equity ETF | +0.1% | +27.19% | Add |
| 24 | SCHH | Schwab US Reit ETF | +0.1% | +30.94% | Add |
| 25 | JPM | Jpmorgan Chase & Co | +0.1% | +4.59% | Add |
| 26 | IAU | Ishares Gold Trust | +0.1% | +6.59% | Add |
| 27 | JNJ | Johnson & Johnson | -0.1% | -0.49% | Add |
| 28 | MSFT | Microsoft CORP | -0.1% | +2.16% | Add |
| 29 | IBM | Intl Business Machines CORP | -0.2% | -1.92% | Trim |
| 30 | SSNC | Ss&c Technologies Holdings | -0.2% | +5.23% | Add |
| 31 | CVX | Chevron CORP | -0.2% | +1.03% | Add |
| 32 | PANW | Palo Alto Networks Inc | -0.3% | +2.46% | Trim |
| 33 | BNY | Bank Of New York Mellon CORP | -0.3% | — | Trim |
| 34 | WTS | Watts Water Technologies-a | -0.3% | — | Trim |
| 35 | CDNS | Cadence Design Sys Inc | -0.3% | — | Trim |
| 36 | KR | Kroger Co | -0.3% | — | Trim |
| 37 | MCK | Mckesson CORP | -0.4% | — | Trim |
| 38 | NXST | Nexstar Media Group Inc | -0.7% | -30.70% | Trim |
| 39 | ADBE | Adobe Inc | -0.8% | -5.32% | Trim |
| 40 | UL | Unilever PLC | -1.5% | -79.25% | Trim |
| 41 | YELP | Yelp Inc | — | NEW | New buy |
| 42 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 43 | ISCV | Ishares Morningstar Small-ca | — | NEW | New buy |
| 44 | T | At&t Inc | — | NEW | New buy |
| 45 | MU | Micron Technology Inc | — | NEW | New buy |
| 46 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 47 | DECK | Deckers Outdoor CORP | — | EXIT | Sold out |
| 48 | VRTX | Vertex Pharmaceuticals Inc | — | EXIT | Sold out |
| 49 | RTX | Rtx CORP | — | NEW | New buy |
| 50 | DES | Wisdomtree US Smallcap Divid | — | EXIT | Sold out |
According to official SEC Form 13F filings, SGL Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $289.9M across 126 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 15.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
YELP
市值: $2.7M
Top Position Liquidated / Trimmed
DECK
前期市值: $617.9K
During Q3 2025, SGL Investment Advisors, Inc.'s top holdings by market value included AAPL (5.0%)、MSFT (4.7%)、NVDA (3.4%). The largest single position, AAPL, represented 5.0% of total portfolio value.
In Q3 2025, SGL Investment Advisors, Inc. made 50 total portfolio adjustments, initiating 7 new buys, adding to 29 positions, trimming 11 holdings, and fully liquidating 3 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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