SGL Investment Advisors, Inc.
CIK: 0002043186SEC EDGAR →
Portfolio Value
$250.0B
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 | $12.5B | 5.00% |
| 2 | MICROSOFT CORP | 23,481 | $9.2B | 3.70% |
| 3 | ISHARES TR | 67,717 | $8.0B | 3.20% |
| 4 | ALPHABET INC | 22,531 | $7.5B | 2.99% |
| 5 | JOHNSON & JOHNSON | 31,306 | $7.4B | 2.98% |
| 6 | INTERNATIONAL BUSINESS MACHS | 24,560 | $7.1B | 2.85% |
| 7 | NVIDIA CORPORATION | 39,820 | $6.8B | 2.74% |
| 8 | MASTERCARD INCORPORATED | 12,401 | $6.8B | 2.74% |
| 9 | JPMORGAN CHASE & CO. | 21,561 | $6.7B | 2.67% |
| 10 | CHEVRON CORP NEW | 36,175 | $6.5B | 2.59% |
Quarterly Changes
New Positions (126)
$12.5B · 45K shares
$9.2B · 23K shares
$8.0B · 68K shares
$7.5B · 23K shares
$7.4B · 31K shares
$7.1B · 25K shares
$6.8B · 40K shares
$6.8B · 12K shares
$6.7B · 22K shares
$6.5B · 36K shares
$6.2B · 16K shares
$6.2B · 12K shares
$6.2B · 11K shares
$6.0B · 47K shares
$5.9B · 20K shares
$5.5B · 28K shares
$5.3B · 59K shares
$5.1B · 8K shares
$4.6B · 7K shares
$4.5B · 13K shares
$4.3B · 46K shares
$4.1B · 15K shares
$4.1B · 40K shares
$3.9B · 25K shares
$3.8B · 13K shares
$3.7B · 10K shares
$3.6B · 48K shares
$3.5B · 52K shares
$3.3B · 60K shares
$3.0B · 11K shares
$2.9B · 12K shares
$2.8B · 33K shares
$2.7B · 39K shares
$2.5B · 8K shares
$2.4B · 7K shares
$2.3B · 25K shares
$2.1B · 97K shares
$2.1B · 87K shares
$2.1B · 81K shares
$1.5B · 15K shares
$1.5B · 7K shares
$1.3B · 4K shares
$1.3B · 1.4M shares
$1.3B · 1.3M shares
$1.3B · 11K shares
$1.2B · 5K shares
$1.2B · 3K shares
$1.2B · 1.3M shares
$1.1B · 3K shares
$1.1B · 15K shares
$1.0B · 14K shares
$982.0M · 6K shares
$980.0M · 12K shares
$979.0M · 12K shares
$968.0M · 5K shares
$967.0M · 21K shares
$962.0M · 973 shares
$949.0M · 8K shares
$910.0M · 24K shares
$904.0M · 29K shares
$887.0M · 997 shares
$870.0M · 9K shares
$856.0M · 3K shares
$855.0M · 5K shares
$849.0M · 4K shares
$839.0M · 2K shares
$827.0M · 5K shares
$812.0M · 3K shares
$806.0M · 30K shares
$804.0M · 4K shares
$800.0M · 784 shares
$785.0M · 5K shares
$775.0M · 14K shares
$737.0M · 2K shares
$717.0M · 4K shares
$716.0M · 10K shares
$656.0M · 6K shares
$656.0M · 6K shares
$638.0M · 2K shares
$622.0M · 2K shares
$604.0M · 2K shares
$603.0M · 4K shares
$580.0M · 550 shares
$563.0M · 4K shares
$545.0M · 3K shares
$518.0M · 11K shares
$510.0M · 752 shares
$503.0M · 16K shares
$492.0M · 7K shares
$489.0M · 6K shares
$488.0M · 2K shares
$485.0M · 9K shares
$464.0M · 10K shares
$461.0M · 2K shares
$435.0M · 4K shares
$430.0M · 20K shares
$427.0M · 1K shares
$414.0M · 2K shares
$412.0M · 2K shares
$411.0M · 3K shares
$401.0M · 4K shares
$385.0M · 15K shares
$384.0M · 15K shares
$382.0M · 706 shares
$380.0M · 8K shares
$374.0M · 14K shares
$365.0M · 2K shares
$355.0M · 2K shares
$338.0M · 901 shares
$331.0M · 2K shares
$324.0M · 706 shares
$322.0M · 4K shares
$311.0M · 1K shares
$297.0M · 2K shares
$295.0M · 654 shares
$289.0M · 302 shares
$282.0M · 13K shares
$258.0M · 1K shares
$255.0M · 1K shares
$251.0M · 3K shares
$244.0M · 1K shares
$241.0M · 2K shares
$240.0M · 2K shares
$234.0M · 758 shares
$232.0M · 535 shares
$220.0M · 16K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 41 | $67.8B | 27.1% |
| Technology | 24 | $57.7B | 23.1% |
| Communication Services | 10 | $23.3B | 9.3% |
| Healthcare | 14 | $22.7B | 9.1% |
| Unknown | 10 | $20.3B | 8.1% |
| Consumer Cyclical | 6 | $16.7B | 6.7% |
| Industrials | 9 | $16.6B | 6.6% |
| Consumer Defensive | 7 | $13.3B | 5.3% |
| Energy | 2 | $7.1B | 2.8% |
| Real Estate | 1 | $3.8B | 1.5% |
| Utilities | 1 | $401.0M | 0.2% |
| Basic Materials | 1 | $324.0M | 0.1% |