Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SGL Investment Advisors, Inc. (CIK 2043186) reported $266.5M across 126 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($11.3M, 4.24%), SCHF ($10.7M, 4.01%), IVW ($10.2M, 3.83%), MSFT ($9.8M, 3.69%), NVDA ($8.7M, 3.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $11.3M | 4.24% | 38,624 | Trimmed |
| 2 | SCHF | SCHWAB STRATEGIC TR | $10.7M | 4.01% | 390,605 | Added |
| 3 | IVW | ISHARES TR | $10.2M | 3.83% | 74,868 | Added |
| 4 | MSFT | MICROSOFT CORP | $9.8M | 3.69% | 23,818 | Added |
| 5 | NVDA | NVIDIA CORPORATION | $8.7M | 3.28% | 39,796 | Trimmed |
| 6 | CMI | CUMMINS INC | $6.7M | 2.53% | 9,603 | Trimmed |
| 7 | CVX | CHEVRON CORPORATION | $6.6M | 2.49% | 35,863 | Trimmed |
| 8 | JNJ | JOHNSON & JOHNSON | $6.5M | 2.45% | 29,495 | Trimmed |
| 9 | JPM | JPMORGAN CHASE & CO | $6.3M | 2.37% | 21,072 | Trimmed |
| 10 | WMT | WALMART INC | $6.2M | 2.32% | 48,536 | Added |
| 11 | MA | MASTERCARD INCORPORATED | $6.2M | 2.31% | 12,391 | Trimmed |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $6.0M | 2.26% | 8,138 | Added |
| 13 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.9M | 2.22% | 12,347 | Added |
| 14 | IBM | INTERNATIONAL BUSINESS MACHS | $5.6M | 2.10% | 25,027 | Added |
| 15 | TXN | TEXAS INSTRS INC | $5.6M | 2.08% | 18,643 | Added |
| 16 | IAU | ISHARES GOLD TR | $5.4M | 2.03% | 60,866 | Added |
| 17 | PANW | PALO ALTO NETWORKS INC | $5.4M | 2.02% | 25,143 | Added |
| 18 | GOOG | ALPHABET INC | $5.4M | 2.02% | 13,889 | Trimmed |
| 19 | DGX | QUEST DIAGNOSTICS INC | $5.4M | 2.01% | 28,258 | Trimmed |
| 20 | HD | HOME DEPOT INC | $5.1M | 1.93% | 16,516 | Added |
| 21 | META | META PLATFORMS INC | $4.7M | 1.76% | 7,830 | Added |
| 22 | ORLY | OREILLY AUTOMOTIVE INC | $4.3M | 1.62% | 47,225 | Added |
| 23 | TRV | TRAVELERS COMPANIES INC | $4.3M | 1.62% | 14,511 | Trimmed |
| 24 | ETN | EATON CORP PLC | $4.3M | 1.61% | 10,213 | Trimmed |
| 25 | YELP | YELP INC | $4.2M | 1.58% | 166,765 | Added |
Source: SEC Form 13F filings · as of 2026-03-31