§ 13F · FUND PROFILE
SGL Investment Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $240M (13F)Positions · 126Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$512K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 39K | $11M | 4.2% | −15% |
| 2 | SCHF | SCHWAB STRATEGIC TR | 391K | $11M | 4.0% | +382% |
| 3 | IVW | ISHARES TR | 75K | $10M | 3.8% | +11% |
| 4 | MSFT | MICROSOFT CORP | 24K | $10M | 3.7% | +1% |
| 5 | NVDA | NVIDIA CORPORATION | 40K | $9M | 3.3% | ±0% |
| 6 | CMI | CUMMINS INC | 10K | $7M | 2.5% | −16% |
| 7 | CVX | CHEVRON CORPORATION | 36K | $7M | 2.5% | −1% |
| 8 | JNJ | JOHNSON & JOHNSON | 29K | $7M | 2.5% | −6% |
| 9 | JPM | JPMORGAN CHASE & CO | 21K | $6M | 2.4% | −2% |
| 10 | WMT | WALMART INC | 49K | $6M | 2.3% | +3% |
§ 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 $240 million in assets. The fund runs a portfolio of 126 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed