Strategic Global Advisors, LLC Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$660.3M

Holdings

135

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (135 positions)

StockValue
NVDANVIDIA CORPORATION
$40.3M
GOOGLALPHABET INC
$29.7M
MSFTMICROSOFT CORP
$22.3M
SPOTSPOTIFY TECHNOLOGY S A
$20.4M
AAPLAPPLE INC
$20.3M
WIXWIX COM LTD
$18.5M
METAMETA PLATFORMS INC
$18.0M
AVGOBROADCOM INC
$16.6M
NFLXNETFLIX INC
$15.2M
GRABGRAB HOLDINGS LIMITED
$13.0M
EMEEMCOR GROUP INC
$12.5M
AMZNAMAZON COM INC
$11.8M
VVISA INC
$11.4M
IDXXIDEXX LABS INC
$11.4M
APPAPPLOVIN CORP
$11.2M
LDOSLEIDOS HOLDINGS INC
$11.1M
SNASNAP ON INC
$9.2M
ALSALLSTATE CORP
$8.8M
MSCIMSCI INC
$8.6M
KLACKLA CORP
$8.6M
LRCXLAM RESEARCH CORP
$8.5M
FOXAFOX CORP
$8.5M
ICLRICON PLC
$8.3M
MCKMCKESSON CORP
$8.2M
MNSTMONSTER BEVERAGE CORP NEW
$8.2M
NTESNETEASE INC
$8.1M
SESEA LTD
$7.4M
QCOMQUALCOMM INC
$7.0M
MCOMOODYS CORP
$6.9M
MAMASTERCARD INCORPORATED
$6.6M
NTBBANK OF NT BUTTERFIELD&SON L
$6.5M
NXPINXP SEMICONDUCTORS N V
$6.4M
CHKPCHECK POINT SOFTWARE TECH LT
$6.0M
WFCWELLS FARGO CO NEW
$6.0M
ADSKAUTODESK INC
$6.0M
COSTCOSTCO WHSL CORP NEW
$5.9M
LPLALPL FINL HLDGS INC
$5.8M
ZTSZOETIS INC
$5.8M
FFIVF5 INC
$5.7M
LNGCHENIERE ENERGY INC
$5.6M
RMERESMED INC
$5.5M
GDDYGODADDY INC
$5.5M
TJXTJX COS INC NEW
$5.5M
FIXCOMFORT SYS USA INC
$5.3M
BKNGBOOKING HOLDINGS INC
$5.2M
VRTVERTIV HOLDINGS CO
$4.9M
GEVGE VERNOVA INC
$4.9M
GILDGILEAD SCIENCES INC
$4.8M
GENGEN DIGITAL INC
$4.8M
STSENSATA TECHNOLOGIES HLDG PL
$4.7M
SCHWSCHWAB CHARLES CORP
$4.6M
4I1PHILIP MORRIS INTL INC
$4.6M
CARTMAPLEBEAR INC
$4.3M
AZOAUTOZONE INC
$4.3M
EOGEOG RES INC
$4.3M
HIGHARTFORD INSURANCE GROUP INC
$4.2M
EX9EXELIXIS INC
$4.1M
AMANTERO MIDSTREAM CORP
$3.9M
BPOPPOPULAR INC
$3.7M
CCKCROWN HLDGS INC
$3.5M
WABWABTEC
$3.3M
DASHDOORDASH INC
$3.1M
UBERUBER TECHNOLOGIES INC
$3.1M
PINSPINTEREST INC
$3.1M
PGRPROGRESSIVE CORP
$3.0M
EQREQUITY RESIDENTIAL
$2.9M
DOXAMDOCS LTD
$2.9M
EAELECTRONIC ARTS INC
$2.9M
SFMSPROUTS FMRS MKT INC
$2.9M
AYIACUITY INC
$2.8M
UIUBIQUITI INC
$2.7M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$2.6M
ITGARTNER INC
$2.6M
PATHUIPATH INC
$2.5M
DECKDECKERS OUTDOOR CORP
$2.4M
ITRNITURAN LOCATION AND CONTROL
$2.3M
DBXDROPBOX INC
$2.3M
PEGAPEGASYSTEMS INC
$2.2M
MTGMGIC INVT CORP WIS
$2.2M
OPRAOPERA LTD
$2.1M
RIORIO TINTO PLC
$2.1M
ZMZOOM COMMUNICATIONS INC
$2.1M
MTZMASTEC INC
$2.0M
CBRECBRE GROUP INC
$2.0M
ACNACCENTURE PLC IRELAND
$2.0M
GGENPACT LIMITED
$1.9M
MEDPMEDPACE HLDGS INC
$1.9M
ORLYOREILLY AUTOMOTIVE INC
$1.8M
TNKTEEKAY TANKERS LTD
$1.7M
ADBEADOBE INC
$1.7M
MLIMUELLER INDS INC
$1.7M
NVSNNOVARTIS AG
$1.7M
RITMRITHM CAPITAL CORP
$1.6M
UHSUNIVERSAL HLTH SVCS INC
$1.6M
TDCTERADATA CORP DEL
$1.6M
BHPBHP GROUP LTD
$1.5M
SLBSCHLUMBERGER LTD
$1.5M
REEVEREST GROUP LTD
$1.5M
ULSUL SOLUTIONS INC
$1.4M
JBLJABIL INC
$1.4M
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