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CIK: 0001843253
Total reported value
$5.6M
$5.6M
10 檔
92.1%
The Q1 2026 SEC filing reveals that Spg Advisors LLC held a total portfolio value of $5.6M, covering 10 public equity positions.
In Q1 2026, Spg Advisors LLC adopted a defensive or profit-taking posture, trimming 7 positions and completely liquidating 3 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including AMZN, MSFT, AAPL) accounted for 92.1% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 33.63% | -4.35% | -1.10% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 18.13% | -18.13% | EXIT | |
| 3 | AAPL | Apple Inc | Stock-Tech | 9.51% | +2.91% | -0.32% | |
| 4 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 8.46% | +0.29% | -39.76% | |
| 5 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 8.16% | +0.72% | -1.83% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 5.67% | +0.16% | +3.65% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.13% | +1.87% | -6.09% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.04% | +1.10% | +1.17% | |
| 9 | BA | Boeing Co/the | Stock-Industrials | 3.18% | +0.91% | -0.47% | |
| 10 | EFX | Equifax Inc | Stock-Industrials | 3.11% | -3.11% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +8.2% | -1.10% | Trim |
| 2 | COST | Costco Wholesale CORP | +3.3% | -1.83% | Trim |
| 3 | AAPL | Apple Inc | +2.6% | -0.32% | Trim |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +2% | +3.65% | Add |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +1.5% | +1.17% | Add |
| 6 | VTI | Vanguard Total Stock Mkt ETF | +1.3% | -6.09% | Trim |
| 7 | BA | Boeing Co/the | +0.8% | -0.47% | Trim |
| 8 | MSFT | Microsoft CORP | -1% | -0.47% | Trim |
| 9 | SGOV | Ishares 0-3 Month Treasury B | -1% | -39.76% | Trim |
| 10 | TSLA | Tesla Inc | — | EXIT | Sold out |
| 11 | IBM | Intl Business Machines CORP | — | EXIT | Sold out |
| 12 | EFX | Equifax Inc | — | NEW | New buy |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | Sold out |
According to official SEC Form 13F filings, Spg Advisors LLC reported a total U.S. public equity portfolio value of $5.6M across 10 disclosed positions in Q1 2026.
During Q1 2026, Spg Advisors LLC's top holdings by market value included AMZN (33.6%)、MSFT (18.1%)、AAPL (9.5%). The largest single position, AMZN, represented 33.6% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
EFX
市值: $204.4K
Top Position Liquidated / Trimmed
TSLA
前期市值: $1.0M
In Q1 2026, Spg Advisors LLC made 13 total portfolio adjustments, initiating 1 new buys, adding to 2 positions, trimming 7 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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