Strategic Global Advisors, LLC

CIK: 0001580212SEC EDGAR →

Portfolio Value

$583K

Holdings

137

As of

Q4 2025

New Positions

33

Closed Positions

38

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

NVIDIA CORPORATION

207,221$38K
6.52%
2

ALPHABET INC

90,190$28K
4.80%
3

APPLE INC

91,764$24K
4.12%
4

MICROSOFT CORP

43,360$20K
3.43%
5

BROADCOM INC

56,340$19K
3.26%
6

SPOTIFY TECHNOLOGY S A

27,978$16K
2.74%
7

META PLATFORMS INC

23,955$15K
2.57%
8

AMAZON COM INC

52,537$12K
2.06%
9

IDEXX LABS INC

18,155$12K
2.06%
10

NETFLIX INC

124,470$11K
1.89%

Quarterly Changes

Top Buys

MSFT↑ Increased
$20K
IDXX↑ Increased
$12K
NFLX↑ Increased
$11K
MLI↑ Increased
$6K
YUMNEW
$6K

Top Sells

SPOT↓ Decreased
$16K
META↓ Decreased
$15K
GRAB↓ Decreased
$12K
WIX↓ Decreased
$11K
KLAC↓ Decreased
$9K

New Positions (29)

$6K · 46K shares
$6K · 4K shares
$4K · 278K shares
$4K · 39K shares
$4K · 66K shares
$4K · 152K shares
$3K · 8K shares
$3K · 149K shares
$3K · 52K shares
$2K · 166K shares
$2K · 56K shares
$2K · 52K shares
$2K · 33K shares
$1K · 4K shares
$1K · 5K shares
$1K · 37K shares
$1K · 26K shares
$1K · 6K shares
$0 · 8K shares
$0 · 7K shares
$0 · 7K shares
$0 · 13K shares
$0 · 12K shares
$0 · 2K shares
$0 · 7K shares
$0 · 53K shares
$0 · 8K shares
$0 · 1K shares
$0 · 20K shares

Closed Positions (27)

$6K · 28K shares
$6K · 18K shares
$6K · 39K shares
$6K · 18K shares
$5K · 169K shares
$3K · 16K shares
$3K · 12K shares
$3K · 12K shares
$3K · 14K shares
$2K · 24K shares
$2K · 10K shares
$1K · 4K shares
$1K · 7K shares
$1K · 32K shares
$781 · 13K shares
$685 · 36K shares
$662 · 12K shares
$517 · 4K shares
$416 · 187K shares
$353 · 6K shares
$282 · 9K shares
$277 · 6K shares
$205 · 10K shares
$56 · 17K shares
$55 · 10K shares
$6 · 12K shares
$4 · 8K shares

Sector Breakdown

Sector# HoldingsValue%
Technology38$235K40.3%
Communication Services10$86K14.8%
Financial Services23$63K10.8%
Consumer Cyclical17$50K8.6%
Healthcare13$43K7.4%
Industrials7$30K5.1%
Unknown5$24K4.1%
Consumer Defensive7$22K3.8%
Real Estate7$14K2.4%
Energy8$13K2.2%
Basic Materials2$3K0.5%