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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 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMAT APPLIED MATLS INC Technology 3,356.0 $1.8M 0.60% -1K -23.2% $522.12 -12.9%
42 SCHH SCHWAB STRATEGIC TR 68,583.0 $1.6M 0.56% -29K -29.5% $23.77 -0.5%
43 IJH ISHARES TR 20,153.0 $1.6M 0.54% +5K +30.3% $77.54 -2.0%
44 MU MICRON TECHNOLOGY INC Technology 1,744.0 $1.5M 0.52% -1K -41.4% $861.00 +16.9%
45 ISCV ISHARES TR 17,984.0 $1.5M 0.50% +4K +30.2% $80.92 -0.7%
46 GOOGL ALPHABET INC Communication Services 3,946.0 $1.4M 0.49% -4K -48.4% $357.57 -5.3%
47 SCHP SCHWAB STRATEGIC TR 51,824.0 $1.3M 0.46% +22K +71.2% $25.91 -0.2%
48 AMGN AMGEN INC Healthcare 3,193.0 $1.3M 0.46% -47.0 -1.4% $417.20 +5.0%
49 AMD ADVANCED MICRO DEVICES INC Technology 2,773.0 $1.3M 0.45% -1K -33.6% $469.56 +0.7%
50 TELADOC HEALTH INC 1,325,000.0 $1.3M 0.44% -65K -4.7% $0.97
51 ESG FLEXSHARES TR 6,827.0 $1.2M 0.43% +638.0 +10.3% $182.35 +0.2%
52 AVGO BROADCOM INC Technology 2,895.0 $1.2M 0.42% +137.0 +5.0% $422.40 -15.9%
53 CSCO CISCO SYS INC Technology 9,926.0 $1.2M 0.42% -2K -16.5% $122.57 -10.8%
54 NUSC NUSHARES ETF TR 22,679.0 $1.2M 0.41% +2K +10.0% $52.50 -2.2%
55 LLY ELI LILLY & CO Healthcare 923.0 $1.1M 0.39% +139.0 +17.7% $1231.94 -7.0%
56 NUDM NUSHARES ETF TR 27,064.0 $1.1M 0.39% +3K +12.8% $41.35 +0.1%
57 ENPHASE ENERGY INC 1,200,000.0 $1.1M 0.38% -95K -7.3% $0.93
58 MRK MERCK & CO INC Healthcare 8,197.0 $1.1M 0.37% +271.0 +3.4% $130.92 +15.0%
59 VWO VANGUARD INTL EQUITY INDEX F 17,630.0 $1.1M 0.37% +4K +27.4% $60.33 +1.9%
60 VSS VANGUARD INTL EQUITY INDEX F 6,668.0 $1.1M 0.36% +1K +28.4% $158.38 +1.9%
Page 3 of 7  ·  131 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%