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CIK: 0002043186
Total reported value
$289.9M
$289.9M
126 檔
15.4%
At the close of Q4 2025, SGL Investment Advisors, Inc. disclosed equity holdings valued at approximately $289.9M, spread across 126 reported holdings.
In Q4 2025, SGL Investment Advisors, Inc. displayed an active expansion posture, initiating 10 new positions and adding to 25 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, IVW) accounted for 15.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
OMC
市值: $2.7M
Top Position Liquidated / Trimmed
CAG
前期市值: $3.7M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.00% | -0.19% | +1.94% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.70% | +0.65% | +6.97% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.20% | +0.20% | +16.22% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.99% | -0.32% | -14.61% | |
| 5 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.98% | +0.20% | -3.93% | |
| 6 | IBM | Intl Business Machines CORP | Stock-Tech | 2.85% | -0.01% | +2.35% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.74% | -0.25% | +1.87% | |
| 8 | MA | Mastercard Inc - A | Stock-Financials | 2.74% | +0.10% | +2.23% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.68% | +0.30% | -3.05% | |
| 10 | CVX | Chevron CORP | Stock-Energy | 2.59% | -0.08% | +3.63% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 2.49% | +0.14% | +2.38% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.48% | +0.05% | +3.73% | |
| 13 | CMI | Cummins Inc | Stock-Industrials | 2.46% | -0.40% | -21.16% | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 2.40% | -0.80% | +7.20% | |
| 15 | TRV | Travelers Cos Inc/the | Stock-Financials | 2.35% | +0.28% | -2.23% | |
| 16 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 2.19% | +0.23% | +1.60% | |
| 17 | IAU | Ishares Gold Trust | ETF-Commodities | 2.14% | -0.14% | +10.97% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.04% | -0.15% | +9.03% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.84% | +0.21% | +18.02% | |
| 20 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.80% | -0.18% | -16.94% | |
| 21 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.73% | -0.15% | +0.66% | |
| 22 | ADBE | Adobe Inc | Stock-Tech | 1.64% | -1.38% | EXIT | |
| 23 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.64% | +0.20% | +1.72% | |
| 24 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.54% | +0.74% | +2.63% | |
| 25 | PSA | Public Storage | Stock-Real Estate | 1.50% | -0.08% | -3.71% | |
| 26 | ETN | Eaton Corporation plc | Stock-Industrials | 1.46% | +0.15% | +990.70% | |
| 27 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 1.45% | — | +1.75% | |
| 28 | KR | Kroger Co | Stock-Consumer Staples | 1.39% | -0.30% | +1524.19% | |
| 29 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.30% | -0.67% | EXIT | |
| 30 | RMD | Resmed Inc | Stock-Healthcare | 1.21% | -0.05% | +0.24% | |
| 31 | STE | STERIS plc | Stock-Healthcare | 1.16% | +0.06% | +1.82% | |
| 32 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.12% | +0.22% | +20.30% | |
| 33 | OMC | Omnicom Group | Stock-Comm Services | 1.07% | +0.03% | — | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.01% | -0.61% | -5.99% | |
| 35 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.94% | +0.05% | +12.74% | |
| 36 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.92% | -0.07% | +11.42% | |
| 37 | SCHH | Schwab US Reit ETF | ETF-Other | 0.84% | -0.40% | +19.20% | |
| 38 | YELP | Yelp Inc | Stock-Other | 0.84% | -0.16% | +8.40% | |
| 39 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.82% | — | +14.56% | |
| 40 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.59% | +0.10% | +22.29% | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.58% | +0.03% | +25.97% | |
| 42 | TDOC 1.25 06-01-27Bond | Teladoc Health Inc | Bond | 0.53% | -0.06% | -0.71% | |
| 43 | AMAT | Applied Materials Inc | Stock-Tech | 0.53% | -0.09% | +37.10% | |
| 44 | INN 1.5 02-15-26Bond | Summit Hotel Properties | Bond | 0.51% | — | — | |
| 45 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.51% | +0.06% | +16.84% | |
| 46 | TXN | Texas Instruments Inc | Stock-Tech | 0.48% | -0.14% | -4.31% | |
| 47 | AMGN | Amgen Inc | Stock-Healthcare | 0.48% | +0.06% | +1.22% | |
| 48 | ENPH 0 03-01-28Bond | Enphase Energy Inc | Bond | 0.46% | -0.04% | — | |
| 49 | MU | Micron Technology Inc | Stock-Tech | 0.46% | -0.33% | +6.70% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.43% | +0.05% | +18.11% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ETN | Eaton Corporation plc | +1.3% | +990.70% | Add |
| 2 | KR | Kroger Co | +1.3% | +1524.19% | Add |
| 3 | WMT | Walmart Inc | +0.5% | +7.20% | Add |
| 4 | IAU | Ishares Gold Trust | +0.5% | +10.97% | Add |
| 5 | JNJ | Johnson & Johnson | +0.5% | -3.93% | Trim |
| 6 | CVX | Chevron CORP | +0.4% | +3.63% | Add |
| 7 | ADBE | Adobe Inc | +0.3% | +64.49% | Add |
| 8 | AMAT | Applied Materials Inc | +0.2% | +37.10% | Add |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +18.02% | Add |
| 10 | META | Meta Platforms Inc-class A | +0.2% | +9.03% | Add |
| 11 | MU | Micron Technology Inc | +0.2% | +6.70% | Add |
| 12 | COST | Costco Wholesale CORP | +0.2% | +84.98% | Add |
| 13 | IVW | Ishares S&p 500 Growth ETF | +0.2% | +16.22% | Add |
| 14 | VCIT | Vanguard Int-term Corporate | +0.2% | +20.30% | Add |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +3.73% | Add |
| 16 | TRV | Travelers Cos Inc/the | +0.1% | -2.23% | Trim |
| 17 | SCHH | Schwab US Reit ETF | +0.1% | +19.20% | Add |
| 18 | SCHF | Schwab Intl Equity ETF | +0.1% | +14.56% | Add |
| 19 | SCHW | Schwab (charles) CORP | +0.1% | +1.72% | Add |
| 20 | DGX | Quest Diagnostics Inc | +0.1% | +1.60% | Add |
| 21 | AAPL | Apple Inc | 0% | +1.94% | Add |
| 22 | T | At&t Inc | -0.1% | -51.13% | Trim |
| 23 | LIN | Linde plc | -0.2% | -56.66% | Trim |
| 24 | INTU | Intuit Inc | -0.2% | -44.85% | Trim |
| 25 | NOW | Servicenow Inc | -0.2% | +223.45% | Add |
| 26 | ACN | Accenture plc | -0.2% | -61.93% | Trim |
| 27 | SSNC | Ss&c Technologies Holdings | -0.2% | +1.75% | Add |
| 28 | UBER | Uber Technologies Inc | -0.3% | -54.43% | Trim |
| 29 | TSLA | Tesla Inc | -0.3% | -42.18% | Trim |
| 30 | YELP | Yelp Inc | -0.3% | +8.40% | Add |
| 31 | AMD | Advanced Micro Devices | -0.4% | -32.56% | Trim |
| 32 | NVDA | Nvidia CORP | -0.6% | +1.87% | Add |
| 33 | PANW | Palo Alto Networks Inc | -0.7% | +2.63% | Add |
| 34 | MSFT | Microsoft CORP | -1% | +6.97% | Add |
| 35 | CAG | Conagra Brands Inc | — | EXIT | Sold out |
| 36 | NXST | Nexstar Media Group Inc | — | EXIT | Sold out |
| 37 | IPG | Interpublic Group Of Cos Inc | — | EXIT | Sold out |
| 38 | OMC | Omnicom Group | — | NEW | New buy |
| 39 | ENPH 0 03-01-28Bond | Enphase Energy Inc | — | NEW | New buy |
| 40 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 41 | UL | Unilever PLC | — | EXIT | Sold out |
| 42 | ISRG | Intuitive Surgical Inc | — | EXIT | Sold out |
| 43 | CAT | Caterpillar Inc | — | NEW | New buy |
| 44 | LRCX | Lam Research CORP | — | NEW | New buy |
| 45 | INTC | Intel CORP | — | NEW | New buy |
| 46 | C | Citigroup Inc | — | NEW | New buy |
| 47 | PFE | Pfizer Inc | — | NEW | New buy |
| 48 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 49 | APP | Applovin Corp-class A | — | NEW | New buy |
| 50 | BSX | Boston Scientific CORP | — | 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 Q4 2025.
During Q4 2025, SGL Investment Advisors, Inc.'s top holdings by market value included AAPL (5.0%)、MSFT (3.7%)、IVW (3.2%). The largest single position, AAPL, represented 5.0% of total portfolio value.
In Q4 2025, SGL Investment Advisors, Inc. made 50 total portfolio adjustments, initiating 10 new buys, adding to 25 positions, trimming 9 holdings, and fully liquidating 6 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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