§ 13F · FUND PROFILE
SGL Investment Advisors, Inc..
AUM · $290M (13F)Positions · 131Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 25K | $13M | 4.3% | +4% |
| 2 | AAPL | APPLE INC | 38K | $12M | 4.0% | −1% |
| 3 | IVW | ISHARES TR | 82K | $12M | 4.0% | +10% |
| 4 | SCHF | SCHWAB STRATEGIC TR | 414K | $12M | 4.0% | +6% |
| 5 | NVDA | NVIDIA CORPORATION | 40K | $9M | 3.0% | +1% |
| 6 | PANW | PALO ALTO NETWORKS INC | 21K | $8M | 2.8% | −17% |
| 7 | JPM | JPMORGAN CHASE & CO | 22K | $8M | 2.7% | +2% |
| 8 | JNJ | JOHNSON & JOHNSON | 29K | $8M | 2.7% | ±0% |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | 9K | $7M | 2.5% | +14% |
| 10 | CVX | CHEVRON CORPORATION | 36K | $7M | 2.4% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SGL SIGNAL
AC read
SGL Investment Advisors, Inc. is a Other fund managing $290 million in assets. The fund runs a portfolio of 131 positions.
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