Silver Lake Advisory, LLC

CIK: 0001596055SEC EDGAR →

Portfolio Value

$257.8B

Holdings

103

As of

Q4 2025

New Positions

5

Closed Positions

5

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ISHARES TR

122,392$12.3B
4.76%
2

ABBVIE INC

47,486$10.8B
4.21%
3

CISCO SYS INC

131,465$10.1B
3.93%
4

BERKSHIRE HATHAWAY INC DEL

18,718$9.4B
3.65%
5

CORNING INC

99,506$8.7B
3.38%
6

VANGUARD WHITEHALL FDS

93,968$8.6B
3.33%
7

ABBOTT LABS

58,747$7.4B
2.85%
8

JOHNSON & JOHNSON

33,655$7.0B
2.70%
9

KINDER MORGAN INC DEL

235,599$6.5B
2.51%
10

REGIONS FINANCIAL CORP NEW

231,777$6.3B
2.44%

Quarterly Changes

Top Buys

FTECNEW
$1.7B
CSCO↑ Increased
$1.2B
TOSTNEW
$986.0M
SGOV↑ Increased
$825.4M
GRMN↑ Increased
$808.3M

Top Sells

AMAT↓ Decreased
$1.1B
ENS↓ Decreased
$952.6M
JKHY↓ Decreased
$897.3M
FSLR↓ Decreased
$697.0M
JNJ↓ Decreased
$670.7M

New Positions (6)

$1.7B · 8K shares
$986.0M · 28K shares
$358.0M · 4K shares
$272.0M · 443 shares
$259.0M · 1K shares
$213.0M · 373 shares

Closed Positions (7)

$415.5M · 3K shares
$360.7M · 13K shares
$263.0M · 932 shares
$261.7M · 8K shares
$223.7M · 796 shares
$221.9M · 629 shares
$204.9M · 300 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services26$68.3B26.5%
Technology17$58.2B22.6%
Industrials16$33.2B12.9%
Healthcare9$33.1B12.8%
Unknown4$17.3B6.7%
Energy8$16.5B6.4%
Consumer Cyclical5$9.3B3.6%
Consumer Defensive7$8.8B3.4%
Utilities4$5.5B2.1%
Real Estate2$4.8B1.9%
Basic Materials1$1.6B0.6%
Communication Services4$1.3B0.5%