SGL Investment Advisors, Inc.

13F filer · CIK 0002043186

Reported Aug 11, 2026

Net buyer this quarter

13F portfolio value$290MU.S. long equity reported on 13F

Positions10517 new · 12 closed

Net flow last quarter+$3.61MBuys minus sells

Top 10 positions weight29.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 11, 2026105 positions
MSFTMicrosoft Corp	$12.6M	4.34%	0.00%	+4.4%	Q3 2024
AAPLApple Inc.	$11.7M	4.05%	0.00%	-1.5%	Q3 2024
NVDANvidia Corp	$8.78M	3.03%	0.00%	+1.4%	Q3 2024
PANWPalo Alto Networks Inc	$8M	2.76%	0.00%	-17.4%	Q3 2024
JPMJPMorgan Chase & Co	$7.75M	2.67%	0.00%	+2.2%	Q3 2024
JNJJohnson & Johnson	$7.69M	2.65%	0.00%	-0.5%	Q3 2024
SPYSPDR S&P 500 ETF Trust	$7.16M	2.47%	Not reported	+13.7%	Q3 2024
CVXChevron Corp	$7M	2.41%	0.00%	+0.1%	Q3 2024
MAMastercard Inc	$6.99M	2.41%	0.00%	+0.2%	Q3 2024
BRK.BBerkshire Hathaway Inc	$6.59M	2.27%	Not reported	+0.8%	Q3 2024
DGXQuest Diagnostics Inc	$6.48M	2.24%	0.02%	-3.4%	Q3 2024
CMICummins Inc	$6.18M	2.13%	0.01%	+1.5%	Q3 2024
IBMInternational Business Machines Corp	$6.06M	2.09%	0.00%	+2.6%	Q3 2024
HDHome Depot, Inc.	$6M	2.07%	0.00%	+3.6%	Q3 2024
TXNTexas Instruments Inc	$5.62M	1.94%	0.00%	+7.5%	Q3 2024
TRVTravelers Companies, Inc.	$5.52M	1.90%	0.01%	+1.2%	Q3 2024
IAUIshares Gold Trust	$5.46M	1.89%	0.01%	+8.8%	Q3 2024
ETNEaton Corp plc	$5.11M	1.76%	0.00%	+12.5%	Q3 2025
GOOGAlphabet Inc.	$4.94M	1.70%	Not reported	-0.1%	Q3 2024
LRCXLam Research Corp	$4.83M	1.66%	0.00%	+630.1%	Q4 2025
METAMeta Platforms, Inc.	$4.68M	1.61%	Not reported	+0.4%	Q3 2024
WMTWalmart Inc.	$4.4M	1.52%	0.00%	-19.6%	Q3 2024
SCHWSchwab Charles Corp	$4.36M	1.50%	0.00%	+2.5%	Q3 2024
ORLYO Reilly Automotive Inc	$4.28M	1.47%	0.01%	-1.9%	Q3 2024
YELPYelp Inc	$4.11M	1.42%	0.30%	+0.3%	Q3 2025
PSAPublic Storage	$4.09M	1.41%	0.01%	-1.7%	Q3 2024
LHXL3harris Technologies, Inc.	$3.9M	1.34%	0.01%	+0.3%	Q3 2024
OMCOmnicom Group Inc.	$3.27M	1.13%	0.01%	-1.2%	Q4 2025
SLBSLB Limited	$3.06M	1.06%	0.00%	New	Q2 2026
STESTERIS plc	$2.77M	0.95%	0.01%	-1.8%	Q3 2024
KRKroger Co	$2.76M	0.95%	0.01%	-4.7%	Q3 2024
RMDResmed Inc	$2.29M	0.79%	0.01%	-7.5%	Q1 2025
AMZNAmazon Com Inc	$1.89M	0.65%	0.00%	+10.3%	Q3 2024
AMATApplied Materials Inc	$1.75M	0.60%	0.00%	-19.6%	Q3 2024
MUMicron Technology Inc	$1.5M	0.52%	0.00%	-39.0%	Q2 2025
GOOGLAlphabet Inc.	$1.41M	0.49%	0.00%	-47.9%	Q3 2024
AMGNAmgen Inc	$1.33M	0.46%	0.00%	-0.7%	Q3 2024
AMDAdvanced Micro Devices Inc	$1.3M	0.45%	0.00%	-31.7%	Q3 2024
AVGOBroadcom Inc.	$1.22M	0.42%	0.00%	+8.1%	Q3 2024
CSCOCisco Systems, Inc.	$1.22M	0.42%	0.00%	-16.8%	Q3 2024
LLYELI LILLY & Co	$1.14M	0.39%	0.00%	+15.7%	Q3 2024
MRKMerck & Co., Inc.	$1.07M	0.37%	0.00%	+3.2%	Q4 2024
MSMorgan Stanley	$1.04M	0.36%	0.00%	+4.3%	Q4 2024
ABBVAbbVie Inc.	$967K	0.33%	0.00%	+10.7%	Q4 2024
VVisa Inc.	$948K	0.33%	0.00%	+15.9%	Q3 2024
VOTVan Kampen Municipal Opportunity Trust II	$916K	0.32%	Not reported	+13.1%	Q3 2024
PGPROCTER & GAMBLE Co	$856K	0.30%	0.00%	+9.4%	Q3 2024
MRVLMarvell Technology, Inc.	$856K	0.30%	0.00%	New	Q2 2026
LINLinde PLC	$855K	0.30%	0.00%	+127.1%	Q4 2024
DELLDell Technologies Inc.	$834K	0.29%	0.00%	New	Q2 2026

Q1 2026Reported May 12, 2026100 positions
AAPLApple Inc.	$11.3M	4.24%	0.00%	-14.7%	Q3 2024
MSFTMicrosoft Corp	$9.83M	3.69%	0.00%	+1.4%	Q3 2024
NVDANvidia Corp	$8.73M	3.28%	0.00%	-0.1%	Q3 2024
CMICummins Inc	$6.75M	2.53%	0.01%	-15.7%	Q3 2024
CVXChevron Corp	$6.63M	2.49%	0.00%	-0.9%	Q3 2024
JNJJohnson & Johnson	$6.53M	2.45%	0.00%	-5.8%	Q3 2024
JPMJPMorgan Chase & Co	$6.32M	2.37%	0.00%	-2.3%	Q3 2024
WMTWalmart Inc.	$6.19M	2.32%	0.00%	+2.7%	Q3 2024
MAMastercard Inc	$6.17M	2.31%	0.00%	-0.1%	Q3 2024
SPYSPDR S&P 500 ETF Trust	$6.02M	2.26%	Not reported	+19.8%	Q3 2024
BRK.BBerkshire Hathaway Inc	$5.92M	2.22%	Not reported	+0.5%	Q3 2024
IBMInternational Business Machines Corp	$5.59M	2.10%	0.00%	+1.9%	Q3 2024
TXNTexas Instruments Inc	$5.55M	2.08%	0.00%	+246.0%	Q3 2024
IAUIshares Gold Trust	$5.42M	2.03%	0.01%	+3.1%	Q3 2024
PANWPalo Alto Networks Inc	$5.37M	2.02%	0.00%	+0.9%	Q3 2024
GOOGAlphabet Inc.	$5.37M	2.02%	Not reported	-38.4%	Q3 2024
DGXQuest Diagnostics Inc	$5.36M	2.01%	0.03%	-0.9%	Q3 2024
HDHome Depot, Inc.	$5.14M	1.93%	0.00%	+1.4%	Q3 2024
METAMeta Platforms, Inc.	$4.69M	1.76%	Not reported	+2.9%	Q3 2024
ORLYO Reilly Automotive Inc	$4.31M	1.62%	0.01%	+1.6%	Q3 2024
TRVTravelers Companies, Inc.	$4.31M	1.62%	0.01%	-25.9%	Q3 2024
ETNEaton Corp plc	$4.28M	1.61%	0.00%	-1.0%	Q3 2025
YELPYelp Inc	$4.22M	1.58%	0.30%	+91.5%	Q3 2025
LHXL3harris Technologies, Inc.	$4.05M	1.52%	0.01%	+1.9%	Q3 2024
PSAPublic Storage	$3.98M	1.49%	0.01%	-3.7%	Q3 2024
ADBEAdobe Inc.	$3.67M	1.38%	0.00%	-2.3%	Q3 2024
SCHWSchwab Charles Corp	$3.46M	1.30%	0.00%	-1.9%	Q3 2024
KRKroger Co	$3.33M	1.25%	0.01%	-1.2%	Q3 2024
GOOGLAlphabet Inc.	$2.94M	1.10%	0.00%	-1.0%	Q3 2024
OMCOmnicom Group Inc.	$2.94M	1.10%	0.01%	+0.8%	Q4 2025
STESTERIS plc	$2.38M	0.89%	0.01%	-1.0%	Q3 2024
MUMicron Technology Inc	$2.27M	0.85%	0.00%	-4.0%	Q2 2025
RMDResmed Inc	$2.24M	0.84%	0.01%	-0.7%	Q1 2025
AMDAdvanced Micro Devices Inc	$1.86M	0.70%	0.00%	-2.8%	Q3 2024
AMATApplied Materials Inc	$1.85M	0.69%	0.00%	-4.6%	Q3 2024
TSCOTractor Supply Co	$1.78M	0.67%	0.01%	-1.2%	Q3 2024
AMZNAmazon Com Inc	$1.66M	0.62%	0.00%	-5.8%	Q3 2024
INTCIntel Corp	$1.2M	0.45%	0.00%	-3.5%	Q3 2024
CSCOCisco Systems, Inc.	$1.18M	0.44%	0.00%	+0.3%	Q3 2024
AVGOBroadcom Inc.	$1.15M	0.43%	0.00%	-2.9%	Q3 2024
AMGNAmgen Inc	$1.06M	0.40%	0.00%	-0.8%	Q3 2024
COSTCostco Wholesale Corp	$1M	0.38%	0.00%	+3.1%	Q3 2024
KOCoca Cola Co	$978K	0.37%	0.00%	-0.5%	Q3 2024
TMUST-Mobile US, Inc.	$911K	0.34%	0.00%	-0.5%	Q3 2024
UNHUnitedhealth Group Inc	$905K	0.34%	0.00%	-1.0%	Q3 2024
GSGoldman Sachs Group Inc	$892K	0.33%	0.00%	-5.3%	Q4 2024
MRKMerck & Co., Inc.	$884K	0.33%	0.00%	+0.3%	Q4 2024
MSMorgan Stanley	$882K	0.33%	0.00%	-1.9%	Q4 2024
ORCLOracle Corp	$813K	0.31%	0.00%	+1.6%	Q3 2024
LLYELI LILLY & Co	$772K	0.29%	0.00%	+1.8%	Q3 2024

Q4 2025Reported Feb 6, 2026100 positions
AAPLApple Inc.	$12.5M	5.00%	0.00%	+1.9%	Q3 2024
MSFTMicrosoft Corp	$9.24M	3.70%	0.00%	+7.0%	Q3 2024
GOOGAlphabet Inc.	$7.47M	2.99%	Not reported	-14.6%	Q3 2024
JNJJohnson & Johnson	$7.44M	2.98%	0.00%	-3.9%	Q3 2024
IBMInternational Business Machines Corp	$7.12M	2.85%	0.00%	+2.4%	Q3 2024
NVDANvidia Corp	$6.84M	2.74%	0.00%	+1.9%	Q3 2024
MAMastercard Inc	$6.84M	2.74%	0.00%	+2.2%	Q3 2024
JPMJPMorgan Chase & Co	$6.69M	2.68%	0.00%	-3.1%	Q3 2024
CVXChevron Corp	$6.48M	2.59%	0.00%	+3.6%	Q3 2024
HDHome Depot, Inc.	$6.23M	2.49%	0.00%	+2.4%	Q3 2024
BRK.BBerkshire Hathaway Inc	$6.19M	2.48%	Not reported	+3.7%	Q3 2024
CMICummins Inc	$6.16M	2.46%	0.01%	-21.2%	Q3 2024
WMTWalmart Inc.	$6M	2.40%	0.00%	+7.2%	Q3 2024
TRVTravelers Companies, Inc.	$5.88M	2.35%	0.01%	-2.2%	Q3 2024
DGXQuest Diagnostics Inc	$5.48M	2.19%	0.03%	+1.6%	Q3 2024
IAUIshares Gold Trust	$5.34M	2.14%	0.01%	+11.0%	Q3 2024
METAMeta Platforms, Inc.	$5.1M	2.04%	Not reported	+9.0%	Q3 2024
SPYSPDR S&P 500 ETF Trust	$4.6M	1.84%	Not reported	+18.0%	Q3 2024
LHXL3harris Technologies, Inc.	$4.5M	1.80%	0.01%	-16.9%	Q3 2024
ORLYO Reilly Automotive Inc	$4.32M	1.73%	0.01%	+0.7%	Q3 2024
ADBEAdobe Inc.	$4.11M	1.64%	0.00%	+64.5%	Q3 2024
SCHWSchwab Charles Corp	$4.09M	1.64%	0.00%	+1.7%	Q3 2024
PANWPalo Alto Networks Inc	$3.86M	1.54%	0.00%	+2.6%	Q3 2024
PSAPublic Storage	$3.75M	1.50%	0.01%	-3.7%	Q3 2024
ETNEaton Corp plc	$3.66M	1.46%	0.00%	+990.7%	Q3 2025
SSNCSS&C Technologies Holdings Inc	$3.62M	1.45%	0.02%	+1.8%	Q3 2024
KRKroger Co	$3.47M	1.39%	0.01%	+1524.2%	Q3 2024
TSCOTractor Supply Co	$3.25M	1.30%	0.01%	+2.0%	Q3 2024
RMDResmed Inc	$3.02M	1.21%	0.01%	+0.2%	Q1 2025
STESTERIS plc	$2.9M	1.16%	0.01%	+1.8%	Q3 2024
OMCOmnicom Group Inc.	$2.68M	1.07%	0.01%	New	Q4 2025
GOOGLAlphabet Inc.	$2.53M	1.01%	0.00%	-6.0%	Q3 2024
YELPYelp Inc	$2.09M	0.84%	0.15%	+8.4%	Q3 2025
AMZNAmazon Com Inc	$1.46M	0.58%	0.00%	+26.0%	Q3 2024
AMATApplied Materials Inc	$1.33M	0.53%	0.00%	+37.1%	Q3 2024
TXNTexas Instruments Inc	$1.21M	0.48%	0.00%	-4.3%	Q3 2024
AMGNAmgen Inc	$1.19M	0.48%	0.00%	+1.2%	Q3 2024
MUMicron Technology Inc	$1.14M	0.46%	0.00%	+6.7%	Q2 2025
KOCoca Cola Co	$981K	0.39%	0.00%	+3.1%	Q3 2024
CSCOCisco Systems, Inc.	$979K	0.39%	0.00%	+1.4%	Q3 2024
TMUST-Mobile US, Inc.	$969K	0.39%	0.00%	+21.4%	Q3 2024
COSTCostco Wholesale Corp	$963K	0.39%	0.00%	+85.0%	Q3 2024
MRKMerck & Co., Inc.	$949K	0.38%	0.00%	-7.7%	Q4 2024
CMCSAComcast Corp	$904K	0.36%	0.00%	+20.8%	Q3 2024
GSGoldman Sachs Group Inc	$888K	0.36%	0.00%	-7.7%	Q4 2024
WFCWells Fargo & Company	$871K	0.35%	0.00%	-1.9%	Q3 2024
AVGOBroadcom Inc.	$856K	0.34%	0.00%	+72.5%	Q3 2024
PGPROCTER & GAMBLE Co	$855K	0.34%	0.00%	-24.5%	Q3 2024
ABBVAbbVie Inc.	$849K	0.34%	0.00%	+8.3%	Q4 2024
AXPAmerican Express Co	$839K	0.34%	0.00%	+1.5%	Q4 2024

Q3 2025Reported Nov 4, 2025101 positions
AAPLApple Inc.	$12M	4.98%	0.00%	+4.0%	Q3 2024
MSFTMicrosoft Corp	$11.3M	4.73%	0.00%	+2.2%	Q3 2024
NVDANvidia Corp	$8.09M	3.37%	0.00%	+14.0%	Q3 2024
GOOGAlphabet Inc.	$7.5M	3.12%	Not reported	-4.9%	Q3 2024
IBMInternational Business Machines Corp	$7.31M	3.05%	0.00%	-1.9%	Q3 2024
JPMJPMorgan Chase & Co	$6.88M	2.87%	0.00%	+4.6%	Q3 2024
MAMastercard Inc	$6.6M	2.75%	0.00%	-2.0%	Q3 2024
CMICummins Inc	$6.33M	2.64%	0.01%	-0.2%	Q3 2024
JNJJohnson & Johnson	$6.07M	2.53%	0.00%	-0.5%	Q3 2024
HDHome Depot, Inc.	$6.02M	2.51%	0.00%	-2.1%	Q3 2024
BRK.BBerkshire Hathaway Inc	$5.63M	2.35%	Not reported	+0.9%	Q3 2024
CVXChevron Corp	$5.38M	2.24%	0.00%	+1.0%	Q3 2024
TRVTravelers Companies, Inc.	$5.36M	2.23%	0.01%	+1.5%	Q3 2024
PANWPalo Alto Networks Inc	$5.32M	2.22%	0.00%	+2.5%	Q3 2024
DGXQuest Diagnostics Inc	$5.02M	2.09%	0.03%	+1.9%	Q3 2024
LHXL3harris Technologies, Inc.	$4.57M	1.91%	0.01%	+5.1%	Q3 2024
WMTWalmart Inc.	$4.48M	1.87%	0.00%	+37.0%	Q3 2024
METAMeta Platforms, Inc.	$4.45M	1.85%	Not reported	+3.0%	Q3 2024
ORLYO Reilly Automotive Inc	$4.23M	1.76%	0.01%	+1.0%	Q3 2024
IAUIshares Gold Trust	$4.02M	1.67%	0.01%	+6.6%	Q3 2024
SSNCSS&C Technologies Holdings Inc	$4.02M	1.67%	0.02%	+5.2%	Q3 2024
SPYSPDR S&P 500 ETF Trust	$3.93M	1.64%	Not reported	+22.1%	Q3 2024
PSAPublic Storage	$3.83M	1.59%	0.01%	-4.4%	Q3 2024
CAGConagra Brands Inc.	$3.75M	1.56%	0.05%	+33.3%	Q3 2024
SCHWSchwab Charles Corp	$3.68M	1.53%	0.00%	+1.9%	Q3 2024
NXSTNexstar Media Group, Inc.	$3.15M	1.31%	0.05%	-30.7%	Q3 2024
ADBEAdobe Inc.	$3.13M	1.30%	0.00%	-5.3%	Q3 2024
TSCOTractor Supply Co	$3.07M	1.28%	0.01%	+1.9%	Q3 2024
IPGInterpublic Group of Companies, Inc.	$2.9M	1.21%	0.03%	-14.5%	Q3 2024
RMDResmed Inc	$2.81M	1.17%	0.01%	+2.1%	Q1 2025
STESTERIS plc	$2.78M	1.16%	0.01%	+3.0%	Q3 2024
YELPYelp Inc	$2.66M	1.11%	0.13%	New	Q3 2025
GOOGLAlphabet Inc.	$2.31M	0.96%	0.00%	-2.7%	Q3 2024
AMDAdvanced Micro Devices Inc	$1.61M	0.67%	0.00%	+16.1%	Q3 2024
AMZNAmazon Com Inc	$1.32M	0.55%	0.00%	-6.4%	Q3 2024
TSLATesla, Inc.	$1.23M	0.51%	0.00%	+26.7%	Q3 2024
PGPROCTER & GAMBLE Co	$1.06M	0.44%	0.00%	+66.1%	Q3 2024
AMGNAmgen Inc	$948K	0.40%	0.00%	+52.4%	Q3 2024
UBERUber Technologies, Inc	$938K	0.39%	0.00%	+5.2%	Q2 2025
TXNTexas Instruments Inc	$909K	0.38%	0.00%	-0.8%	Q3 2024
MSMorgan Stanley	$882K	0.37%	0.00%	+3.6%	Q4 2024
CSCOCisco Systems, Inc.	$873K	0.36%	0.00%	+86.6%	Q3 2024
GSGoldman Sachs Group Inc	$848K	0.35%	0.00%	Not reported	Q4 2024
AXPAmerican Express Co	$843K	0.35%	0.00%	+4.2%	Q4 2024
WFCWells Fargo & Company	$842K	0.35%	0.00%	+6.6%	Q3 2024
ORCLOracle Corp	$826K	0.34%	0.00%	-1.3%	Q3 2024
KOCoca Cola Co	$824K	0.34%	0.00%	+88.8%	Q3 2024
TMUST-Mobile US, Inc.	$804K	0.33%	0.00%	-9.0%	Q3 2024
UNHUnitedhealth Group Inc	$795K	0.33%	0.00%	+263.1%	Q3 2024
LLYELI LILLY & Co	$782K	0.33%	0.00%	+99.1%	Q3 2024

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