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CIK: 0002043186
Total reported value
$289.9M
$289.9M
126 檔
17.5%
During the Q1 2026 filing period, SGL Investment Advisors, Inc. (CIK: 0002043186) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $289.9M across 126 reported positions.
In Q1 2026, SGL Investment Advisors, Inc. displayed an active expansion posture, initiating 2 new positions and adding to 68 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.24% | -0.19% | -14.69% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.01% | — | +381.60% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.83% | +0.20% | +10.56% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.69% | +0.65% | +1.44% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.28% | -0.25% | -0.06% | |
| 6 | CMI | Cummins Inc | Stock-Industrials | 2.53% | -0.40% | -15.74% | |
| 7 | CVX | Chevron CORP | Stock-Energy | 2.49% | -0.08% | -0.86% | |
| 8 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.45% | +0.20% | -5.78% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.37% | +0.30% | -2.27% | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 2.32% | -0.80% | +2.66% | |
| 11 | MA | Mastercard Inc - A | Stock-Financials | 2.31% | +0.10% | -0.08% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.26% | +0.21% | +19.82% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.22% | +0.05% | +0.52% | |
| 14 | IBM | Intl Business Machines CORP | Stock-Tech | 2.10% | -0.01% | +1.90% | |
| 15 | TXN | Texas Instruments Inc | Stock-Tech | 2.08% | -0.14% | +245.95% | |
| 16 | IAU | Ishares Gold Trust | ETF-Commodities | 2.03% | -0.14% | +3.11% | |
| 17 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.02% | +0.74% | +0.94% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.02% | -0.32% | -38.36% | |
| 19 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 2.01% | +0.23% | -0.85% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.93% | +0.14% | +1.42% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.76% | -0.15% | +2.93% | |
| 22 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.62% | -0.15% | +1.61% | |
| 23 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.62% | +0.28% | -25.90% | |
| 24 | ETN | Eaton Corporation plc | Stock-Industrials | 1.61% | +0.15% | -1.02% | |
| 25 | YELP | Yelp Inc | Stock-Other | 1.58% | -0.16% | +91.47% | |
| 26 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.55% | +0.22% | +50.06% | |
| 27 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.52% | -0.18% | +1.88% | |
| 28 | PSA | Public Storage | Stock-Real Estate | 1.49% | -0.08% | -3.74% | |
| 29 | ADBE | Adobe Inc | Stock-Tech | 1.38% | -1.38% | EXIT | |
| 30 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.30% | +0.20% | -1.93% | |
| 31 | KR | Kroger Co | Stock-Consumer Staples | 1.25% | -0.30% | -1.21% | |
| 32 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 1.13% | -0.07% | +10.06% | |
| 33 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 1.11% | +0.05% | +9.73% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.10% | -0.61% | -1.03% | |
| 35 | OMC | Omnicom Group | Stock-Comm Services | 1.10% | +0.03% | +0.80% | |
| 36 | SCHH | Schwab US Reit ETF | ETF-Other | 0.96% | -0.40% | +12.02% | |
| 37 | STE | STERIS plc | Stock-Healthcare | 0.89% | +0.06% | -0.99% | |
| 38 | MU | Micron Technology Inc | Stock-Tech | 0.85% | -0.33% | -3.96% | |
| 39 | RMD | Resmed Inc | Stock-Healthcare | 0.84% | -0.05% | -0.70% | |
| 40 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.75% | +0.10% | +36.59% | |
| 41 | AMD | Advanced Micro Devices | Stock-Tech | 0.70% | -0.25% | -2.80% | |
| 42 | AMAT | Applied Materials Inc | Stock-Tech | 0.69% | -0.09% | -4.55% | |
| 43 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.67% | -0.67% | EXIT | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.62% | +0.03% | -5.81% | |
| 45 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.58% | +0.06% | +15.53% | |
| 46 | TDOC 1.25 06-01-27Bond | Teladoc Health Inc | Bond | 0.50% | -0.06% | -1.08% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.49% | +0.05% | +14.95% | |
| 48 | INTC | Intel CORP | Stock-Tech | 0.45% | -0.21% | -3.48% | |
| 49 | ISCV | Ishares Morningstar Small-ca | ETF-Other | 0.44% | +0.06% | +15.47% | |
| 50 | ESG | Flexshares Stoxx US Esg Sele | ETF-Other | 0.44% | -0.01% | +12.22% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | +3.2% | +381.60% | Add |
| 2 | TXN | Texas Instruments Inc | +1.6% | +245.95% | Add |
| 3 | YELP | Yelp Inc | +0.7% | +91.47% | Add |
| 4 | IVW | Ishares S&p 500 Growth ETF | +0.6% | +10.56% | Add |
| 5 | NVDA | Nvidia CORP | +0.5% | -0.06% | Trim |
| 6 | PANW | Palo Alto Networks Inc | +0.5% | +0.94% | Add |
| 7 | VCIT | Vanguard Int-term Corporate | +0.4% | +50.06% | Add |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +19.82% | Add |
| 9 | MU | Micron Technology Inc | +0.4% | -3.96% | Trim |
| 10 | AMD | Advanced Micro Devices | +0.4% | -2.80% | Trim |
| 11 | INTC | Intel CORP | +0.3% | -3.48% | Trim |
| 12 | NULG | Nuveen Esg Lrg-cap Grw ETF | +0.2% | +10.06% | Add |
| 13 | IWO | Ishares Russell 2000 Growth | +0.2% | +9.73% | Add |
| 14 | JNK | Ss Spdr Bb High Yield Bond | +0.2% | +36.59% | Add |
| 15 | AMAT | Applied Materials Inc | +0.2% | -4.55% | Trim |
| 16 | ETN | Eaton Corporation plc | +0.2% | -1.02% | Trim |
| 17 | SCHH | Schwab US Reit ETF | +0.1% | +12.02% | Add |
| 18 | SCHP | Schwab U.s. Tips ETF | +0.1% | +39.13% | Add |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.03% | Trim |
| 20 | AVGO | Broadcom Inc | +0.1% | -2.86% | Trim |
| 21 | UNH | Unitedhealth Group Inc | +0.1% | -0.97% | Trim |
| 22 | QCOM | Qualcomm Inc | +0.1% | +1.74% | Add |
| 23 | CMI | Cummins Inc | +0.1% | -15.74% | Trim |
| 24 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +15.53% | Add |
| 25 | ORCL | Oracle CORP | +0.1% | +1.57% | Add |
| 26 | SCHV | Schwab US Large-cap Value | +0.1% | +37.34% | Add |
| 27 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +14.95% | Add |
| 28 | ESG | Flexshares Stoxx US Esg Sele | +0.1% | +12.22% | Add |
| 29 | CSCO | Cisco Systems Inc | +0.1% | +0.29% | Add |
| 30 | CAT | Caterpillar Inc | +0.1% | -4.52% | Trim |
| 31 | AMZN | Amazon.com Inc | 0% | -5.81% | Trim |
| 32 | ISCV | Ishares Morningstar Small-ca | 0% | +15.47% | Add |
| 33 | VWO | Vanguard Ftse Emerging Marke | 0% | +13.05% | Add |
| 34 | VSS | Vanguard Ftse All Wo X-us Sc | 0% | +11.90% | Add |
| 35 | LRCX | Lam Research CORP | 0% | -5.73% | Trim |
| 36 | VOT | Vanguard Mid-cap Growth ETF | 0% | +13.66% | Add |
| 37 | ADP | Automatic Data Processing | 0% | +45.29% | Add |
| 38 | OMC | Omnicom Group | 0% | +0.80% | Add |
| 39 | NUSC | Nuveen Esg Small-cap ETF | 0% | +10.76% | Add |
| 40 | NUDM | Nuveen Esg Intl Devel Mrk Eq | 0% | +12.15% | Add |
| 41 | GRID | First Trst Nasd Cl Edg Sgiif | 0% | -2.10% | Trim |
| 42 | PCY | Invesco Emerging Markets Sov | 0% | +21.21% | Add |
| 43 | VNQI | Vanguard Glbl Ex-us Real Est | 0% | +20.50% | Add |
| 44 | ETHO | Amplify Etho Climate Leaders | 0% | +8.88% | Add |
| 45 | C | Citigroup Inc | 0% | +6.48% | Add |
| 46 | VZ | Verizon Communications Inc | 0% | +17.21% | Add |
| 47 | LIN | Linde plc | 0% | +8.36% | Add |
| 48 | TSLA | Tesla Inc | 0% | -1.84% | Trim |
| 49 | TLT | Ishares 20+ Year Treasury Bd | 0% | +22.51% | Add |
| 50 | SUSB | Ishares Esg Aware 1-5 Year U | 0% | +12.62% | Add |
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 Q1 2026.
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, SCHF, IVW) accounted for 17.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
CDNS
市值: $266.2K
Top Position Liquidated / Trimmed
INN 1.5 02-15-26
前期市值: $1.3M
During Q1 2026, SGL Investment Advisors, Inc.'s top holdings by market value included AAPL (4.2%)、SCHF (4.0%)、IVW (3.8%). The largest single position, AAPL, represented 4.2% of total portfolio value.
In Q1 2026, SGL Investment Advisors, Inc. made 123 total portfolio adjustments, initiating 2 new buys, adding to 68 positions, trimming 51 holdings, and fully liquidating 2 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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