§ 13F · FUND PROFILE
SPG ADVISORS LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $8M (13F)Positions · 12Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$204K 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 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 11K | $2M | 33.6% | −1% |
| 2 | MSFT | MICROSOFT CORP | 4K | $1M | 18.1% | ±0% |
| 3 | AAPL | APPLE INC | 2K | $624K | 9.5% | ±0% |
| 4 | SGOV | ISHARES TR | 6K | $555K | 8.5% | −40% |
| 5 | COST | COSTCO WHOLESALE CORPORATION | 537 | $535K | 8.2% | −2% |
| 6 | BIL | SPDR SERIES TRUST | 4K | $372K | 5.7% | +4% |
| 7 | VTI | VANGUARD INDEX FDS | 1K | $337K | 5.1% | −6% |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 690 | $331K | 5.0% | +1% |
| 9 | BA | BOEING CO | 1K | $209K | 3.2% | ±0% |
| 10 | EFX | EQUIFAX INC | 1K | $204K | 3.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SPG SIGNAL
AC read
SPG ADVISORS LLC is a Other fund managing $8 million in assets. The fund runs a focused portfolio of just 12 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed