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Portfolio (Quarterly) Guide ↗

SGL Investment Advisors, Inc.

· CIK 0002043186
13F Portfolio $240M AUM Filed Nov 4, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 126 New
Page 4 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 KO COCA COLA CO Consumer Defensive 12,120.0 $824K 0.34% NEW $67.97 +19.4%
62 TMUS T-MOBILE US INC Communication Services 3,953.0 $804K 0.34% NEW $203.32 -6.5%
63 UNH UNITEDHEALTH GROUP INC Healthcare 2,382.0 $795K 0.33% NEW $333.79 +14.8%
64 LLY ELI LILLY & CO Healthcare 872.0 $782K 0.33% NEW $896.53 +16.2%
65 ISCV ISHARES TR 11,773.0 $779K 0.33% NEW $66.19 +11.9%
66 ABBV ABBVIE INC Healthcare 3,582.0 $759K 0.32% NEW $211.96 +1.2%
67 AMAT APPLIED MATLS INC Technology 3,189.0 $758K 0.32% NEW $237.71 +79.8%
68 V VISA INC Financial Services 2,163.0 $729K 0.30% NEW $336.90 -1.8%
69 DIS DISNEY WALT CO Communication Services 6,379.0 $715K 0.30% NEW $112.12 -7.6%
70 ACN ACCENTURE PLC IRELAND Technology 2,871.0 $713K 0.30% NEW $248.44 -28.4%
71 MRK MERCK & CO INC Healthcare 8,590.0 $709K 0.29% NEW $82.49 +40.5%
72 MCD MCDONALDS CORP Consumer Cyclical 2,353.0 $697K 0.29% NEW $296.39 -4.1%
73 T AT&T INC Communication Services 28,044.0 $688K 0.29% NEW $24.53 +1.6%
74 CRM SALESFORCE INC Technology 2,617.0 $684K 0.28% NEW $261.34 -32.5%
75 UL UNILEVER PLC Consumer Defensive 11,105.0 $674K 0.28% NEW $60.67 -4.9%
76 SCHP SCHWAB STRATEGIC TR 25,079.0 $673K 0.28% NEW $26.83 -0.8%
77 LIN LINDE PLC Basic Materials 1,629.0 $671K 0.28% NEW $412.18 +24.8%
78 NOW SERVICENOW INC Technology 725.0 $663K 0.28% NEW $913.84 -89.1%
79 GRID FIRST TR EXCHANGE TRADED FD 4,192.0 $660K 0.28% NEW $157.55 +21.2%
80 VWO VANGUARD INTL EQUITY INDEX F 11,975.0 $660K 0.28% NEW $55.09 +6.6%
Page 4 of 7  ·  126 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 31.3%
Financial Services 18.4%
Communication Services 11.9%
Healthcare 11.8%
Consumer Cyclical 8.3%
Industrials 6.7%
Consumer Defensive 6.1%
Energy 2.9%
Real Estate 1.9%
Utilities 0.3%