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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 7 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TLT ISHARES TR 4,245.0 $348K 0.12% +1K +47.9% $82.06 +0.0%
122 NUBD NUSHARES ETF TR 15,276.0 $332K 0.12% +3K +21.2% $21.75 -0.4%
123 PLD PROLOGIS INC. Real Estate 2,335.0 $324K 0.11% NEW $138.76 -0.3%
124 ALL ALLSTATE CORP Financial Services 1,150.0 $310K 0.11% -53.0 -4.4% $269.67 -2.4%
125 MCD MCDONALDS CORP Consumer Cyclical 1,079.0 $295K 0.10% -1K -57.0% $273.64 -5.1%
126 SSNC SS&C TECH HLDGS Technology 3,670.0 $293K 0.10% -45K -92.4% $79.77 +6.1%
127 WTS WATTS WATER TECHNOLOGIES INC Industrials 758.0 $291K 0.10% $384.10 -7.4%
128 MCK MCKESSON CORP Healthcare 302.0 $266K 0.09% $879.87 +4.7%
129 WM WASTE MGMT INC DEL Industrials 1,080.0 $245K 0.08% $226.60 -2.2%
130 CDNS CADENCE DESIGN SYSTEM INC Technology 731.0 $243K 0.08% NEW $331.91 -8.1%
131 XSOE WISDOMTREE TR 5,038.0 $234K 0.08% NEW $46.41 +2.9%
Page 7 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%