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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 5 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 INTU INTUIT Technology 970.0 $656K 0.27% NEW $676.19 -54.6%
82 CMCSA COMCAST CORP NEW Communication Services 24,280.0 $655K 0.27% NEW $26.98 -7.0%
83 MU MICRON TECHNOLOGY INC Technology 2,790.0 $655K 0.27% NEW $234.70 +224.7%
84 PLTR PALANTIR TECHNOLOGIES INC Technology 3,109.0 $644K 0.27% NEW $207.18 -33.8%
85 VSS VANGUARD INTL EQUITY INDEX F 4,515.0 $643K 0.27% NEW $142.33 +11.5%
86 ABT ABBOTT LABS Healthcare 4,975.0 $616K 0.26% NEW $123.84 -29.1%
87 AVGO BROADCOM INC Technology 1,599.0 $580K 0.24% NEW $362.55 +14.3%
88 VOT VANGUARD INDEX FDS 1,982.0 $577K 0.24% NEW $291.31 -0.8%
89 BLK BLACKROCK INC Financial Services 537.0 $574K 0.24% NEW $1068.83 -0.5%
90 ISRG INTUITIVE SURGICAL INC Healthcare 984.0 $536K 0.22% NEW $544.21 -19.2%
91 RTX RTX CORPORATION Industrials 2,892.0 $512K 0.21% NEW $177.04 -1.2%
92 GE GE AEROSPACE Industrials 1,616.0 $499K 0.21% NEW $308.62 -2.2%
93 NFLX NETFLIX INC Communication Services 445.0 $490K 0.20% NEW $1100.09 -91.9%
94 COST COSTCO WHSL CORP NEW Consumer Defensive 526.0 $488K 0.20% NEW $928.53 +13.1%
95 BAC BANK AMERICA CORP Financial Services 8,570.0 $459K 0.19% NEW $53.56 -3.9%
96 ETHO AMPLIFY ETF TR 6,955.0 $449K 0.19% NEW $64.58 +15.1%
97 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,705.0 $438K 0.18% NEW $257.17 -14.4%
98 VNQI VANGUARD INTL EQUITY INDEX F 8,986.0 $422K 0.18% NEW $46.95 -1.8%
99 SCHV SCHWAB STRATEGIC TR 14,367.0 $414K 0.17% NEW $28.79 +14.6%
100 XOM EXXON MOBIL CORP Energy 3,478.0 $396K 0.17% NEW $113.76 +37.4%
Page 5 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%