Silver Lake Advisory, LLC
CIK: 1596055SEC EDGAR →
Portfolio Value
$98.9B
Holdings
105
As of
Q3 2026
New Positions
104
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD WHITEHALL FDS | 125,053 | $11.8B | 11.93% |
| 2 | KINDER MORGAN INC DEL | 227,835 | $6.9B | 6.94% |
| 3 | UNUM GROUP | 72,658 | $6.4B | 6.44% |
| 4 | METLIFE INC | 67,400 | $6.3B | 6.41% |
| 5 | REGIONS FINANCIAL CORP NEW | 227,603 | $6.1B | 6.18% |
| 6 | DOCUSIGN INC | 89,201 | $6.0B | 6.05% |
| 7 | ABBOTT LABORATORIES | 57,821 | $5.7B | 5.78% |
| 8 | PAYCHEX INC | 53,707 | $5.3B | 5.35% |
| 9 | SPDR SERIES TRUST | 165,989 | $4.9B | 4.96% |
| 10 | ZOOM COMMUNICATIONS INC | 45,215 | $4.1B | 4.15% |
Quarterly Changes
Top Buys
New Positions (7)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 27 | $39.9B | 40.3% |
| Energy | 8 | $11.7B | 11.8% |
| Technology | 18 | $10.9B | 11.0% |
| Consumer Defensive | 9 | $10.3B | 10.4% |
| Healthcare | 9 | $7.4B | 7.5% |
| Industrials | 18 | $7.4B | 7.5% |
| Utilities | 4 | $4.9B | 4.9% |
| Real Estate | 2 | $4.6B | 4.6% |
| Basic Materials | 1 | $1.2B | 1.2% |
| Unknown | 4 | $690.1M | 0.7% |
| Consumer Cyclical | 4 | $7.1M | 0.0% |
| Communication Services | 1 | $268K | 0.0% |