SGL Investment Advisors, Inc. 13F Holdings · Q2 2026
SGL Investment Advisors, Inc. reported 131 securities worth $289.89M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: MSFT (4.34%), AAPL (4.05%), IVW (4.03%). Among its top 25 positions this quarter: 19 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $12.6M | 4.34% | 24,859 | Added |
| 2 | AAPL | APPLE INC | $11.7M | 4.05% | 38,055 | Trimmed |
| 3 | IVW | ISHARES TR | $11.7M | 4.03% | 82,316 | Added |
| 4 | SCHF | SCHWAB STRATEGIC TR | $11.6M | 4.01% | 413,584 | Added |
| 5 | NVDA | NVIDIA CORPORATION | $8.8M | 3.03% | 40,345 | Added |
| 6 | PANW | PALO ALTO NETWORKS INC | $8.0M | 2.76% | 20,770 | Trimmed |
| 7 | JPM | JPMORGAN CHASE & CO | $7.7M | 2.67% | 21,529 | Added |
| 8 | JNJ | JOHNSON & JOHNSON | $7.7M | 2.65% | 29,360 | Trimmed |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $7.2M | 2.47% | 9,256 | Added |
| 10 | CVX | CHEVRON CORPORATION | $7.0M | 2.41% | 35,909 | Added |
| 11 | MA | MASTERCARD INCORPORATED | $7.0M | 2.41% | 12,409 | Added |
| 12 | BRKB | BERKSHIRE HATHAWAY INC DEL | $6.6M | 2.27% | 12,445 | Added |
| 13 | DGX | QUEST DIAGNOSTICS INC | $6.5M | 2.24% | 27,290 | Trimmed |
| 14 | CMI | CUMMINS INC | $6.2M | 2.13% | 9,742 | Added |
| 15 | IBM | INTERNATIONAL BUSINESS MACHS | $6.1M | 2.09% | 25,664 | Added |
| 16 | HD | HOME DEPOT INC | $6.0M | 2.07% | 17,115 | Added |
| 17 | TXN | TEXAS INSTRS INC | $5.6M | 1.94% | 20,035 | Added |
| 18 | TRV | TRAVELERS COMPANIES INC | $5.5M | 1.90% | 14,689 | Added |
| 19 | IAU | ISHARES GOLD TR | $5.5M | 1.89% | 66,231 | Added |
| 20 | VCIT | VANGUARD SCOTTSDALE FDS | $5.1M | 1.77% | 63,245 | Added |
| 21 | ETN | EATON CORP PLC | $5.1M | 1.76% | 11,490 | Added |
| 22 | GOOG | ALPHABET INC | $4.9M | 1.70% | 13,876 | Trimmed |
| 23 | LRCX | LAM RESEARCH CORP | $4.8M | 1.66% | 15,749 | Added |
| 24 | META | META PLATFORMS INC | $4.7M | 1.61% | 7,860 | Added |
| 25 | WMT | WALMART INC | $4.4M | 1.52% | 39,012 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR