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Portfolio (Quarterly) Guide ↗

SGL Investment Advisors, Inc.

· CIK 0002043186
13F Portfolio $290M AUM 131 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 19 New 65 Added 39 Reduced 14 Exited
Page 2 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EFG ISHARES TR 14,642.0 $1.8M 0.64% +4K +33.8% $125.97 -1.5%
22 IJH ISHARES TR 20,153.0 $1.6M 0.54% +5K +30.3% $77.54 -2.3%
23 ISCV ISHARES TR 17,984.0 $1.5M 0.50% +4K +30.2% $80.92 -0.4%
24 SCHP SCHWAB STRATEGIC TR 51,824.0 $1.3M 0.46% +22K +71.2% $25.91 -0.2%
25 ESG FLEXSHARES TR 6,827.0 $1.2M 0.43% +638.0 +10.3% $182.35 +0.4%
26 AVGO BROADCOM INC Technology 2,895.0 $1.2M 0.42% +137.0 +5.0% $422.40 -15.4%
27 NUSC NUSHARES ETF TR 22,679.0 $1.2M 0.41% +2K +10.0% $52.50 -2.2%
28 LLY ELI LILLY & CO Healthcare 923.0 $1.1M 0.39% +139.0 +17.7% $1231.94 -5.9%
29 NUDM NUSHARES ETF TR 27,064.0 $1.1M 0.39% +3K +12.8% $41.35 -0.1%
30 MRK MERCK & CO INC Healthcare 8,197.0 $1.1M 0.37% +271.0 +3.4% $130.92 +16.4%
31 VWO VANGUARD INTL EQUITY INDEX F 17,630.0 $1.1M 0.37% +4K +27.4% $60.33 +1.1%
32 VSS VANGUARD INTL EQUITY INDEX F 6,668.0 $1.1M 0.36% +1K +28.4% $158.38 +1.4%
33 MS MORGAN STANLEY Financial Services 4,817.0 $1.0M 0.36% +109.0 +2.3% $215.33 +0.8%
34 SCHV SCHWAB STRATEGIC TR 28,545.0 $995K 0.34% +13K +78.0% $34.86 -0.3%
35 ABBV ABBVIE INC Healthcare 3,901.0 $967K 0.33% +23.0 +0.6% $247.97 +4.9%
36 V VISA INC Financial Services 2,624.0 $948K 0.33% +383.0 +17.1% $361.32 +4.8%
37 VOT VANGUARD INDEX FDS 3,002.0 $916K 0.32% +666.0 +28.5% $305.27 -1.8%
38 PG PROCTER & GAMBLE CO Consumer Defensive 5,844.0 $856K 0.29% +451.0 +8.4% $146.44 +0.3%
39 LIN LINDE PLC Basic Materials 1,737.0 $855K 0.29% +1K +146.0% $492.46 -2.1%
40 BK BANK OF NY MELLON CORP Financial Services 4,821.0 $769K 0.27% +3K +141.1% $159.43 -9.8%
Page 2 of 4  ·  65 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.9%
Financial Services 20.0%
Healthcare 12.4%
Industrials 8.5%
Communication Services 7.1%
Consumer Cyclical 6.4%
Energy 4.9%
Consumer Defensive 4.6%
Real Estate 2.2%
Utilities 0.6%