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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 4 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPGI S&P GLOBAL INC Financial Services 915.0 $376K 0.13% +261.0 +39.9% $410.94 +9.6%
62 GILD GILEAD SCIENCES INC Healthcare 2,734.0 $364K 0.12% +352.0 +14.8% $133.06 +13.6%
63 QCOM QUALCOMM INC Technology 2,240.0 $363K 0.12% +56.0 +2.6% $162.17 +3.9%
64 TLT ISHARES TR 4,245.0 $348K 0.12% +1K +47.9% $82.06 +0.0%
65 NUBD NUSHARES ETF TR 15,276.0 $332K 0.12% +3K +21.2% $21.75 -0.4%
Page 4 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%