SGL Investment Advisors, Inc.
SGL Investment Advisors, Inc. reported 131 positions worth $289.9M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: MSFT (4.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | MSFT | SH | $12.6M | 4.34% | 24,859 | — | — | |
| ▸ 2 | AAPL | SH | $11.7M | 4.05% | 38,055 | — | — | |
| ▸ 3 | IVW | SH | $11.7M | 4.03% | 82,316 | — | — | |
| ▸ 4 | SCHF | SH | $11.6M | 4.01% | 413,584 | — | — | |
| ▸ 5 | NVDA | SH | $8.8M | 3.03% | 40,345 | — | — | |
| ▸ 6 | PANW | SH | $8.0M | 2.76% | 20,770 | — | — | |
| ▸ 7 | JPM | SH | $7.7M | 2.67% | 21,529 | — | — | |
| ▸ 8 | JNJ | SH | $7.7M | 2.65% | 29,360 | — | — | |
| ▸ 9 | SPY | SH | $7.2M | 2.47% | 9,256 | — | — | |
| ▸ 10 | CVX | SH | $7.0M | 2.41% | 35,909 | — | — |
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Frequently Asked Questions
What stocks does SGL Investment Advisors, Inc. hold as of Q2 2026?
SGL Investment Advisors, Inc. reported 131 positions worth $289.9M in its Q2 2026 13F filing. Largest positions: MSFT (4.3%), AAPL (4.0%), IVW (4.0%), SCHF (4.0%) and NVDA (3.0%).
What did SGL Investment Advisors, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did SGL Investment Advisors, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.