SGL Investment Advisors, Inc.
CIK: 0002043186SEC EDGAR →
Portfolio Value
$250.0M
Holdings
126
As of
Q4 2025
New Positions
126
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 45,277 | $12.5M | 5.00% |
| 2 | MICROSOFT CORP | 23,481 | $9.2M | 3.70% |
| 3 | ISHARES TR | 67,717 | $8.0M | 3.20% |
| 4 | ALPHABET INC | 22,531 | $7.5M | 2.99% |
| 5 | JOHNSON & JOHNSON | 31,306 | $7.4M | 2.98% |
| 6 | INTERNATIONAL BUSINESS MACHS | 24,560 | $7.1M | 2.85% |
| 7 | NVIDIA CORPORATION | 39,820 | $6.8M | 2.74% |
| 8 | MASTERCARD INCORPORATED | 12,401 | $6.8M | 2.74% |
| 9 | JPMORGAN CHASE & CO. | 21,561 | $6.7M | 2.67% |
| 10 | CHEVRON CORP NEW | 36,175 | $6.5M | 2.59% |
Quarterly Changes
New Positions (126)
$12.5M · 45K shares
$9.2M · 23K shares
$8.0M · 68K shares
$7.5M · 23K shares
$7.4M · 31K shares
$7.1M · 25K shares
$6.8M · 40K shares
$6.8M · 12K shares
$6.7M · 22K shares
$6.5M · 36K shares
$6.2M · 16K shares
$6.2M · 12K shares
$6.2M · 11K shares
$6.0M · 47K shares
$5.9M · 20K shares
$5.5M · 28K shares
$5.3M · 59K shares
$5.1M · 8K shares
$4.6M · 7K shares
$4.5M · 13K shares
$4.3M · 46K shares
$4.1M · 15K shares
$4.1M · 40K shares
$3.9M · 25K shares
$3.8M · 13K shares
$3.7M · 10K shares
$3.6M · 48K shares
$3.5M · 52K shares
$3.3M · 60K shares
$3.0M · 11K shares
$2.9M · 12K shares
$2.8M · 33K shares
$2.7M · 39K shares
$2.5M · 8K shares
$2.4M · 7K shares
$2.3M · 25K shares
$2.1M · 97K shares
$2.1M · 87K shares
$2.1M · 81K shares
$1.5M · 15K shares
$1.5M · 7K shares
$1.3M · 4K shares
$1.3M · 1.4M shares
$1.3M · 1.3M shares
$1.3M · 11K shares
$1.2M · 5K shares
$1.2M · 3K shares
$1.2M · 1.3M shares
$1.1M · 3K shares
$1.1M · 15K shares
$1.0M · 14K shares
$982K · 6K shares
$980K · 12K shares
$979K · 12K shares
$968K · 5K shares
$967K · 21K shares
$962K · 973 shares
$949K · 8K shares
$910K · 24K shares
$904K · 29K shares
$887K · 997 shares
$870K · 9K shares
$856K · 3K shares
$855K · 5K shares
$849K · 4K shares
$839K · 2K shares
$827K · 5K shares
$812K · 3K shares
$806K · 30K shares
$804K · 4K shares
$800K · 784 shares
$785K · 5K shares
$775K · 14K shares
$737K · 2K shares
$717K · 4K shares
$716K · 10K shares
$656K · 6K shares
$656K · 6K shares
$638K · 2K shares
$622K · 2K shares
$604K · 2K shares
$603K · 4K shares
$580K · 550 shares
$563K · 4K shares
$545K · 3K shares
$518K · 11K shares
$510K · 752 shares
$503K · 16K shares
$492K · 7K shares
$489K · 6K shares
$488K · 2K shares
$485K · 9K shares
$464K · 10K shares
$461K · 2K shares
$435K · 4K shares
$430K · 20K shares
$427K · 1K shares
$414K · 2K shares
$412K · 2K shares
$411K · 3K shares
$401K · 4K shares
$385K · 15K shares
$384K · 15K shares
$382K · 706 shares
$380K · 8K shares
$374K · 14K shares
$365K · 2K shares
$355K · 2K shares
$338K · 901 shares
$331K · 2K shares
$324K · 706 shares
$322K · 4K shares
$311K · 1K shares
$297K · 2K shares
$295K · 654 shares
$289K · 302 shares
$282K · 13K shares
$258K · 1K shares
$255K · 1K shares
$251K · 3K shares
$244K · 1K shares
$241K · 2K shares
$240K · 2K shares
$234K · 758 shares
$232K · 535 shares
$220K · 16K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 41 | $67.8M | 27.1% |
| Technology | 24 | $57.7M | 23.1% |
| Communication Services | 10 | $23.3M | 9.3% |
| Healthcare | 14 | $22.7M | 9.1% |
| Unknown | 10 | $20.3M | 8.1% |
| Consumer Cyclical | 6 | $16.7M | 6.7% |
| Industrials | 9 | $16.6M | 6.6% |
| Consumer Defensive | 7 | $13.3M | 5.3% |
| Energy | 2 | $7.1M | 2.8% |
| Real Estate | 1 | $3.8M | 1.5% |
| Utilities | 1 | $401K | 0.2% |
| Basic Materials | 1 | $324K | 0.1% |