SGL Investment Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, SGL Investment Advisors, Inc. held in its portfolio 123 assets valued at $249,990,172 (i.e. $249.99M).
The most valuable assets in the portfolio included: APPLE INC ($12.49M), MICROSOFT CORP ($9.24M), and ISHARES TR ($8.01M).
The chart below shows the top 10 valuable assets, and the table below shows the top 123 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
SGL Investment Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 45277 | 12492511 | COM |
| MICROSOFT CORP | 23481 | 9243946 | COM |
| ISHARES TR | 67717 | 8008890 | S&P 500 GRWT ETF |
| ALPHABET INC | 22531 | 7465196 | CAP STK CL C |
| JOHNSON & JOHNSON | 31306 | 7444263 | COM |
| INTERNATIONAL BUSINESS MACHS | 24560 | 7119698 | COM |
| NVIDIA CORPORATION | 39820 | 6844262 | COM |
| MASTERCARD INCORPORATED | 12401 | 6843988 | CL A |
| JPMORGAN CHASE & CO. | 21561 | 6687360 | COM |
| CHEVRON CORP NEW | 36175 | 6483654 | COM |
| HOME DEPOT INC | 16284 | 6226605 | COM |
| BERKSHIRE HATHAWAY INC DEL | 12283 | 6189281 | CL B NEW |
| CUMMINS INC | 11397 | 6161788 | COM |
| WALMART INC | 47279 | 6001592 | COM |
| TRAVELERS COMPANIES INC | 19584 | 5881271 | COM |
| QUEST DIAGNOSTICS INC | 28499 | 5480358 | COM |
| ISHARES GOLD TR | 59032 | 5344167 | ISHARES NEW |
| META PLATFORMS INC | 7607 | 5098287 | CL A |
| SPDR S&P 500 ETF TR | 6792 | 4602395 | TR UNIT |
| L3HARRIS TECHNOLOGIES INC | 13160 | 4503615 | COM |
| OREILLY AUTOMOTIVE INC | 46478 | 4315947 | COM |
| ADOBE INC | 15261 | 4111161 | COM |
| SCHWAB CHARLES CORP | 40138 | 4094076 | COM |
| PALO ALTO NETWORKS INC | 24909 | 3855166 | COM |
| PUBLIC STORAGE OPER CO | 13274 | 3754153 | COM |
| EATON CORP PLC | 10318 | 3659485 | SHS |
| SS&C TECHNOLOGIES HLDGS INC | 48224 | 3615836 | COM |
| KROGER CO | 51974 | 3465107 | COM |
| TRACTOR SUPPLY CO | 59697 | 3252293 | COM |
| RESMED INC | 11326 | 3024608 | COM |
| STERIS PLC | 11915 | 2904996 | SHS USD |
| VANGUARD SCOTTSDALE FDS | 33291 | 2791117 | INT-TERM CORP |
| OMNICOM GROUP INC | 38794 | 2681441 | COM |
| ALPHABET INC | 7645 | 2532556 | CAP STK CL A |
| ISHARES TR | 7228 | 2354160 | RUS 2000 GRW ETF |
| NUSHARES ETF TR | 24990 | 2311075 | NUVEEN ESG LRGCP |
| SCHWAB STRATEGIC TR | 97287 | 2105291 | US REIT ETF |
| YELP INC | 87098 | 2093836 | CL A |
| SCHWAB STRATEGIC TR | 81105 | 2059256 | INTL EQTY ETF |
| SPDR SERIES TRUST | 15252 | 1480359 | STATE STREET SPD |
| AMAZON COM INC | 6544 | 1457283 | COM |
| APPLIED MATLS INC | 4372 | 1329044 | COM |
| ISHARES TR | 10946 | 1274333 | EAFE GRWTH ETF |
| TEXAS INSTRS INC | 5389 | 1207028 | COM |
| AMGEN INC | 3240 | 1191672 | COM |
| MICRON TECHNOLOGY INC | 2977 | 1139864 | COM |
| ISHARES TR | 15464 | 1075212 | CORE S&P MCP ETF |
| ISHARES TR | 13814 | 1003812 | MRNING SM CP ETF |
| FLEXSHARES TR | 6189 | 982566 | STOX US ESG SLCT |
| COCA COLA CO | 12490 | 980580 | COM |
| CISCO SYS INC | 11892 | 979424 | COM |
| T-MOBILE US INC | 4799 | 968726 | COM |
| NUSHARES ETF TR | 20625 | 967725 | NUVEEN ESG SMLCP |
| COSTCO WHSL CORP NEW | 973 | 962867 | COM |
| MERCK & CO INC | 7926 | 949139 | COM |
| NUSHARES ETF TR | 23991 | 910219 | NUVEEN ESG INTL |
| COMCAST CORP NEW | 29319 | 904491 | CL A |
| GOLDMAN SACHS GROUP INC | 997 | 887739 | COM |
| WELLS FARGO CO NEW | 9464 | 870783 | COM |
| BROADCOM INC | 2758 | 856387 | COM |
| PROCTER AND GAMBLE CO | 5393 | 855384 | COM |
| ABBVIE INC | 3878 | 849360 | COM |
| AMERICAN EXPRESS CO | 2367 | 839386 | COM |
| MORGAN STANLEY | 4708 | 827855 | COM NEW |
| MCDONALDS CORP | 2510 | 812034 | COM |
| SCHWAB STRATEGIC TR | 30273 | 806775 | US TIPS ETF |
| ADVANCED MICRO DEVICES INC | 4177 | 804073 | COM |
| ELI LILLY & CO | 784 | 800339 | COM |
| VANGUARD INTL EQUITY INDEX F | 5195 | 785796 | FTSE SMCAP ETF |
| VANGUARD INTL EQUITY INDEX F | 13833 | 775201 | FTSE EMR MKT ETF |
| VISA INC | 2241 | 737580 | COM CL A |
| FIRST TR EXCHANGE TRADED FD | 4327 | 717287 | NASDQ CLN EDGE |
| UNILEVER PLC | 10012 | 716559 | SPON ADR NEW |
| ABBOTT LABS | 6019 | 656553 | COM |
| DISNEY WALT CO | 6253 | 656377 | COM |
| UNITEDHEALTH GROUP INC | 2378 | 638612 | COM |
| VANGUARD INDEX FDS | 2336 | 622030 | MCAP GR IDXVIP |
| TESLA INC | 1523 | 604951 | COM |
| EXXON MOBIL CORP | 4131 | 603419 | COM |
| BLACKROCK INC | 550 | 580140 | COM |
| ORACLE CORP | 4128 | 563389 | COM |
| SALESFORCE INC | 2872 | 545594 | COM |
| VANGUARD INTL EQUITY INDEX F | 10697 | 518056 | GLB EX US ETF |
| CATERPILLAR INC | 752 | 510089 | COM |
| SCHWAB STRATEGIC TR | 16041 | 503848 | US LCAP VA ETF |
| AMPLIFY ETF TR | 7267 | 492860 | AMPLIFY ETHO CLI |
| NETFLIX INC | 6049 | 489183 | COM |
| LAM RESEARCH CORP | 2288 | 488053 | COM NEW |
| BANK AMERICA CORP | 8838 | 485560 | COM |
| INTEL CORP | 9625 | 464329 | COM |
| RTX CORPORATION | 2357 | 461901 | COM |
| CITIGROUP INC | 3764 | 435645 | COM NEW |
| INVESCO EXCH TRADED FD TR II | 19880 | 430004 | EMRNG MKT SVRG |
| GE AEROSPACE | 1394 | 427080 | COM NEW |
| PHILIP MORRIS INTL INC | 2275 | 414050 | COM |
| AUTOMATIC DATA PROCESSING IN | 1762 | 412290 | COM |
| PALANTIR TECHNOLOGIES INC | 3167 | 411742 | CL A |
| NEXTERA ENERGY INC | 4498 | 401267 | COM |
| PFIZER INC | 14545 | 385297 | COM |
| ISHARES TR | 15226 | 384913 | ESG AWRE 1 5 YR |
| THERMO FISHER SCIENTIFIC INC | 706 | 382906 | COM |
| VERIZON COMMUNICATIONS INC | 8081 | 380615 | COM |
| AT&T INC | 13706 | 374311 | COM |
| DANAHER CORPORATION | 1696 | 365912 | COM |
| GILEAD SCIENCES INC | 2382 | 355799 | COM |
| APPLOVIN CORP | 901 | 338082 | COM CL A |
| PEPSICO INC | 1981 | 331865 | COM |
| LINDE PLC | 706 | 324541 | SHS |
| UBER TECHNOLOGIES INC | 4285 | 322275 | COM |
| CAPITAL ONE FINL CORP | 1434 | 311078 | COM |
| QUALCOMM INC | 2184 | 297679 | COM |
| S&P GLOBAL INC | 654 | 295418 | COM |
| MCKESSON CORP | 302 | 289256 | COM |
| NUSHARES ETF TR | 12602 | 282348 | NUVEEN ESG US |
| ALLSTATE CORP | 1203 | 258874 | COM |
| ACCENTURE PLC IRELAND | 1093 | 255303 | SHS CLASS A |
| ISHARES TR | 2870 | 251068 | 20 YR TR BD ETF |
| WASTE MGMT INC DEL | 1080 | 244728 | COM |
| BANK NEW YORK MELLON CORP | 2000 | 241020 | COM |
| SERVICENOW INC | 2345 | 240667 | COM |
| WATTS WATER TECHNOLOGIES INC | 758 | 234070 | CL A |
| INTUIT | 535 | 232677 | COM |
| KAYNE ANDERSON BDC INC | 15799 | 220712 | COM SHS |
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