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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 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MS MORGAN STANLEY Financial Services 4,817.0 $1.0M 0.36% +109.0 +2.3% $215.33 +1.1%
62 SCHV SCHWAB STRATEGIC TR 28,545.0 $995K 0.34% +13K +78.0% $34.86 -0.1%
63 ABBV ABBVIE INC Healthcare 3,901.0 $967K 0.33% +23.0 +0.6% $247.97 +3.4%
64 V VISA INC Financial Services 2,624.0 $948K 0.33% +383.0 +17.1% $361.32 +3.8%
65 VOT VANGUARD INDEX FDS 3,002.0 $916K 0.32% +666.0 +28.5% $305.27 -1.7%
66 PG PROCTER & GAMBLE CO Consumer Defensive 5,844.0 $856K 0.29% +451.0 +8.4% $146.44 -0.0%
67 MRVL MARVELL TECHNOLOGY INC Technology 4,102.0 $856K 0.29% NEW $208.56 +7.2%
68 LIN LINDE PLC Basic Materials 1,737.0 $855K 0.29% +1K +146.0% $492.46 -3.0%
69 DELL DELL TECHNOLOGIES INC Technology 1,822.0 $834K 0.29% NEW $457.88 +14.4%
70 GRID FIRST TR EXCHANGE-TRADED FD 4,298.0 $796K 0.28% -29.0 -0.7% $185.17 -3.3%
71 BK BANK OF NY MELLON CORP Financial Services 4,821.0 $769K 0.27% +3K +141.1% $159.43 -11.0%
72 KO COCA COLA CO Consumer Defensive 8,684.0 $754K 0.26% -4K -30.5% $86.87 +1.4%
73 VNQI VANGUARD INTL EQUITY INDEX F 16,342.0 $745K 0.26% +6K +52.8% $45.56 -0.6%
74 BAC BANK OF AMER CORP Financial Services 11,619.0 $742K 0.26% +3K +31.5% $63.86 -1.8%
75 NFLX NETFLIX INC. Communication Services 9,637.0 $735K 0.25% +4K +59.3% $76.29 +2.6%
76 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 767.0 $731K 0.25% -206.0 -21.2% $953.16 -3.9%
77 INTC INTEL CORP Technology 7,157.0 $698K 0.24% -2K -25.6% $97.53 -1.8%
78 WDC WESTERN DIGITAL CORP Technology 1,590.0 $697K 0.24% NEW $438.34 +6.6%
79 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,498.0 $684K 0.24% +736.0 +41.8% $273.67 +1.4%
80 GE GE AEROSPACE Industrials 1,793.0 $657K 0.23% +399.0 +28.6% $366.70 -8.1%
Page 4 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%