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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 6 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 UBER UBER TECHNOLOGIES INC Technology 5,528.0 $431K 0.15% +1K +29.0% $78.03 -2.7%
102 T AT&T INC Communication Services 17,880.0 $430K 0.15% +4K +30.4% $24.05 +8.9%
103 COF CAPITAL ONE FINL CORP Financial Services 1,953.0 $428K 0.15% +519.0 +36.2% $218.97 +0.7%
104 ABT ABBOTT LABORATORIES Healthcare 3,917.0 $425K 0.15% -2K -34.9% $108.62 +0.2%
105 PFE PFIZER INC Healthcare 14,975.0 $405K 0.14% +430.0 +3.0% $27.05 +6.5%
106 BMY BRISTOL-MYERS SQUIBB CO Healthcare 6,206.0 $402K 0.14% NEW $64.84 +5.0%
107 MDT MEDTRONIC PLC Healthcare 4,467.0 $399K 0.14% NEW $89.41 +4.1%
108 NOW SERVICENOW INC Technology 3,098.0 $395K 0.14% +753.0 +32.1% $127.44 +14.2%
109 DE DEERE & CO Industrials 642.0 $391K 0.14% NEW $609.28 +14.0%
110 NEE NEXTERA ENERGY INC Utilities 4,599.0 $390K 0.13% +101.0 +2.2% $84.70 -0.8%
111 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 484.0 $388K 0.13% NEW $800.99 -0.3%
112 SPGI S&P GLOBAL INC Financial Services 915.0 $376K 0.13% +261.0 +39.9% $410.94 +9.6%
113 KLAC KLA CORP Technology 1,934.0 $373K 0.13% NEW $192.74 -10.3%
114 CRM SALESFORCE INC Technology 1,878.0 $371K 0.13% -994.0 -34.6% $197.51 +33.9%
115 TMUS T-MOBILE US INC Communication Services 2,053.0 $366K 0.13% -3K -57.2% $178.20 +5.5%
116 GILD GILEAD SCIENCES INC Healthcare 2,734.0 $364K 0.12% +352.0 +14.8% $133.06 +13.6%
117 QCOM QUALCOMM INC Technology 2,240.0 $363K 0.12% +56.0 +2.6% $162.17 +3.9%
118 EQIX EQUINIX INC Real Estate 345.0 $360K 0.12% NEW $1043.38 -0.2%
119 FORTINET INC 2,150.0 $353K 0.12% NEW $164.21
120 SO SOUTHERN CO Utilities 3,828.0 $350K 0.12% NEW $91.34 -2.8%
Page 6 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%