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CIK: 0001580212
Total reported value
$701.8M
$701.8M
137 檔
13.8%
During the Q1 2025 filing period, Strategic Global Advisors, LLC (CIK: 0001580212) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $701.8M across 137 reported positions.
In Q1 2025, Strategic Global Advisors, LLC displayed an active expansion posture, initiating 137 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.66% | +0.33% | -2.81% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.09% | +0.09% | -2.20% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.58% | +0.59% | -14.58% | |
| 4 | WIX | Wix.com Ltd. | Stock-Tech | 3.44% | -0.69% | EXIT | |
| 5 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 3.42% | +0.24% | +0.99% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.05% | +0.24% | -12.59% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.82% | -0.17% | -3.14% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.43% | -1.41% | +0.28% | |
| 9 | NFLX | Netflix Inc | Stock-Comm Services | 2.38% | -0.59% | -3.17% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 2.23% | -1.23% | EXIT | |
| 11 | ICLR | ICON Public Limited Company | Stock-Healthcare | 1.73% | — | +4.64% | |
| 12 | SNA | Snap-on Inc | Stock-Industrials | 1.69% | -1.47% | EXIT | |
| 13 | MSCI | Msci Inc | Stock-Financials | 1.63% | +0.56% | -3.14% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.59% | +0.48% | -0.91% | |
| 15 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 1.53% | -0.06% | EXIT | |
| 16 | GRMN | Garmin Ltd. | Stock-Tech | 1.43% | — | -2.98% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.43% | -0.76% | +0.12% | |
| 18 | GDDY | Godaddy Inc - Class A | Stock-Tech | 1.37% | -0.03% | -29.95% | |
| 19 | EA | Electronic Arts Inc | Stock-Comm Services | 1.36% | — | +53.72% | |
| 20 | EME | Emcor Group Inc | Stock-Industrials | 1.34% | -0.13% | EXIT | |
| 21 | ✓ | Bank Of Nt Butterfield&son L | Stock-Other | 1.33% | +0.01% | +0.29% | |
| 22 | MCO | Moody's CORP | Stock-Financials | 1.28% | -0.06% | — | |
| 23 | CACI | Caci International Inc -cl A | Stock-Tech | 1.26% | — | +56.52% | |
| 24 | QCOM | Qualcomm Inc | Stock-Tech | 1.22% | -0.86% | EXIT | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 1.21% | +0.37% | -3.29% | |
| 26 | INGR | Ingredion Inc | Stock-Consumer Staples | 1.18% | — | +118.78% | |
| 27 | LNG | Cheniere Energy Inc | Stock-Energy | 1.16% | -0.23% | -42.13% | |
| 28 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.16% | — | -3.12% | |
| 29 | NTES | Netease Inc-adr | Stock-Comm Services | 1.12% | +0.13% | -1.27% | |
| 30 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 1.09% | — | -36.98% | |
| 31 | SE | Sea Ltd-adr | Stock-Comm Services | 1.02% | — | +658.29% | |
| 32 | KLAC | Kla CORP | Stock-Tech | 1.02% | -0.15% | -2.47% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.99% | +1.04% | NEW | |
| 34 | APH | Amphenol Corp-cl A | Stock-Tech | 0.98% | +1.17% | NEW | |
| 35 | LDOS | Leidos Holdings Inc | Stock-Tech | 0.98% | -0.52% | — | |
| 36 | WFC | Wells Fargo & Co | Stock-Financials | 0.97% | -0.87% | EXIT | |
| 37 | ADSK | Autodesk Inc | Stock-Tech | 0.93% | — | -3.60% | |
| 38 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.92% | -0.06% | +10.78% | |
| 39 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.87% | -0.92% | EXIT | |
| 40 | RMD | Resmed Inc | Stock-Healthcare | 0.85% | -0.14% | -3.48% | |
| 41 | GEN | Gen Digital Inc | Stock-Tech | 0.85% | — | +216.58% | |
| 42 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.79% | -0.22% | -3.65% | |
| 43 | APP | Applovin Corp-class A | Stock-Tech | 0.78% | +0.09% | -3.21% | |
| 44 | IT | Gartner Inc | Stock-Tech | 0.77% | -0.53% | EXIT | |
| 45 | HIG | Hartford Insurance Group Inc | Stock-Financials | 0.74% | -0.41% | +4.29% | |
| 46 | AZO | Autozone Inc | Stock-Consumer Disc | 0.72% | — | +23.00% | |
| 47 | AIZ | Assurant Inc | Stock-Financials | 0.72% | — | -0.29% | |
| 48 | DOLE | Dole plc | Stock-Other | 0.71% | — | +0.40% | |
| 49 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 0.71% | +0.02% | +182.85% | |
| 50 | EXEL | Exelixis Inc | Stock-Healthcare | 0.69% | +0.11% | -2.91% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | — | NEW | New buy |
| 2 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 3 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 4 | WIX | Wix.com Ltd. | — | NEW | New buy |
| 5 | SPOT | Spotify Technology S.A. | — | NEW | New buy |
| 6 | AAPL | Apple Inc | — | NEW | New buy |
| 7 | MSFT | Microsoft CORP | — | NEW | New buy |
| 8 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 9 | NFLX | Netflix Inc | — | NEW | New buy |
| 10 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 11 | ICLR | ICON Public Limited Company | — | NEW | New buy |
| 12 | SNA | Snap-on Inc | — | NEW | New buy |
| 13 | MSCI | Msci Inc | — | NEW | New buy |
| 14 | AVGO | Broadcom Inc | — | NEW | New buy |
| 15 | CHKP | Check Point Software Technologies Ltd. | — | NEW | New buy |
| 16 | GRMN | Garmin Ltd. | — | NEW | New buy |
| 17 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 18 | GDDY | Godaddy Inc - Class A | — | NEW | New buy |
| 19 | EA | Electronic Arts Inc | — | NEW | New buy |
| 20 | EME | Emcor Group Inc | — | NEW | New buy |
| 21 | ✓ | Bank Of Nt Butterfield&son L | — | NEW | New buy |
| 22 | MCO | Moody's CORP | — | NEW | New buy |
| 23 | CACI | Caci International Inc -cl A | — | NEW | New buy |
| 24 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 25 | MA | Mastercard Inc - A | — | NEW | New buy |
| 26 | INGR | Ingredion Inc | — | NEW | New buy |
| 27 | LNG | Cheniere Energy Inc | — | NEW | New buy |
| 28 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 29 | NTES | Netease Inc-adr | — | NEW | New buy |
| 30 | LPLA | Lpl Financial Holdings Inc | — | NEW | New buy |
| 31 | SE | Sea Ltd-adr | — | NEW | New buy |
| 32 | KLAC | Kla CORP | — | NEW | New buy |
| 33 | ABBV | Abbvie Inc | — | NEW | New buy |
| 34 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 35 | LDOS | Leidos Holdings Inc | — | NEW | New buy |
| 36 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 37 | ADSK | Autodesk Inc | — | NEW | New buy |
| 38 | GILD | Gilead Sciences Inc | — | NEW | New buy |
| 39 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 40 | RMD | Resmed Inc | — | NEW | New buy |
| 41 | GEN | Gen Digital Inc | — | NEW | New buy |
| 42 | IDXX | Idexx Laboratories Inc | — | NEW | New buy |
| 43 | APP | Applovin Corp-class A | — | NEW | New buy |
| 44 | IT | Gartner Inc | — | NEW | New buy |
| 45 | HIG | Hartford Insurance Group Inc | — | NEW | New buy |
| 46 | AZO | Autozone Inc | — | NEW | New buy |
| 47 | AIZ | Assurant Inc | — | NEW | New buy |
| 48 | DOLE | Dole plc | — | NEW | New buy |
| 49 | PINS | Pinterest Inc- Class A | — | NEW | New buy |
| 50 | EXEL | Exelixis Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Strategic Global Advisors, LLC reported a total U.S. public equity portfolio value of $701.8M across 137 disclosed positions in Q1 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 NVDA, AMZN, GOOGL) accounted for 13.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
NVDA
市值: $23.6M
During Q1 2025, Strategic Global Advisors, LLC's top holdings by market value included NVDA (4.7%)、AMZN (4.1%)、GOOGL (3.6%). The largest single position, NVDA, represented 4.7% of total portfolio value.
In Q1 2025, Strategic Global Advisors, LLC made 137 total portfolio adjustments, initiating 137 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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