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.
SPG ADVISORS LLC (CIK 1843253) reported $6.6M across 10 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AMZN ($2.2M, 33.63%), MSFT ($1.2M, 18.13%), AAPL ($624,453, 9.51%), SGOV ($555,385, 8.46%), COST ($535,491, 8.16%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $2.2M | 33.63% | 10,603 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $1.2M | 18.13% | 3,823 | Trimmed |
| 3 | AAPL | APPLE INC | $624,453 | 9.51% | 2,461 | Trimmed |
| 4 | SGOV | ISHARES TR | $555,385 | 8.46% | 5,517 | Trimmed |
| 5 | COST | COSTCO WHOLESALE CORPORATION | $535,491 | 8.16% | 537 | Trimmed |
| 6 | BIL | SPDR SERIES TRUST | $371,993 | 5.67% | 4,059 | Added |
| 7 | VTI | VANGUARD INDEX FDS | $336,530 | 5.13% | 1,049 | Trimmed |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $330,648 | 5.04% | 690 | Added |
| 9 | BA | BOEING CO | $208,583 | 3.18% | 1,048 | Trimmed |
| 10 | EFX | EQUIFAX INC | $204,379 | 3.11% | 1,135 | New |
| 11 | IBM | INTERNATIONAL BUSINESS | $0 | 0.00% | 0 | Exited |
| 12 | SPY | SPDR S&P 500 ETF TR | $0 | 0.00% | 0 | Exited |
| 13 | TSLA | TESLA INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31