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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 3 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VNQI VANGUARD INTL EQUITY INDEX F 16,342.0 $745K 0.26% +6K +52.8% $45.56 -0.8%
42 BAC BANK OF AMER CORP Financial Services 11,619.0 $742K 0.26% +3K +31.5% $63.86 -1.3%
43 NFLX NETFLIX INC. Communication Services 9,637.0 $735K 0.25% +4K +59.3% $76.29 +8.4%
44 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,498.0 $684K 0.24% +736.0 +41.8% $273.67 +3.6%
45 GE GE AEROSPACE Industrials 1,793.0 $657K 0.23% +399.0 +28.6% $366.70 -9.1%
46 UNILEVER PLC 10,169.0 $639K 0.22% +157.0 +1.6% $62.86
47 ETHO AMPLIFY ETF TR 7,710.0 $635K 0.22% +443.0 +6.1% $82.39 -2.0%
48 PLTR PALANTIR TECHNOLOGIES INC Technology 3,617.0 $634K 0.22% +450.0 +14.2% $175.23 +4.2%
49 PCY INVESCO EXCH TRADED FD TR II 28,615.0 $604K 0.21% +9K +43.9% $21.12 -0.5%
50 TSLA TESLA INC Consumer Cyclical 1,787.0 $591K 0.20% +264.0 +17.3% $330.88 +13.7%
51 RTX RTX CORPORATION Industrials 2,599.0 $582K 0.20% +242.0 +10.3% $224.12 -9.8%
52 PM PHILIP MORRIS INTL INC Consumer Defensive 2,626.0 $488K 0.17% +351.0 +15.4% $186.00 +0.1%
53 VZ VERIZON COMMUNICATIONS INC Communication Services 9,508.0 $447K 0.15% +1K +17.7% $47.03 +7.6%
54 SUSB ISHARES TR 17,684.0 $439K 0.15% +2K +16.1% $24.82 -0.4%
55 UBER UBER TECHNOLOGIES INC Technology 5,528.0 $431K 0.15% +1K +29.0% $78.03 -2.7%
56 T AT&T INC Communication Services 17,880.0 $430K 0.15% +4K +30.4% $24.05 +8.9%
57 COF CAPITAL ONE FINL CORP Financial Services 1,953.0 $428K 0.15% +519.0 +36.2% $218.97 +0.7%
58 PFE PFIZER INC Healthcare 14,975.0 $405K 0.14% +430.0 +3.0% $27.05 +6.5%
59 NOW SERVICENOW INC Technology 3,098.0 $395K 0.14% +753.0 +32.1% $127.44 +14.2%
60 NEE NEXTERA ENERGY INC Utilities 4,599.0 $390K 0.13% +101.0 +2.2% $84.70 -0.8%
Page 3 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%