SI
| |
SGL Investment Advisors, Inc.13F | |
| SGL Investment Advisors, Inc. | |
| Last update 2025-07-23 | 118 Stocks (11 new) |
| Value $208.00 Mil | Turnover 6 % |
SGL Investment Advisors, Inc. Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 21,487 | 10,670.9 | +1.06% | 5.140 | +0.05% | 0.000 | +32.44% | +21.93% | 3,805,351.0 | Software | |
AAPL | Apple Inc | 42,710 | 8,969.6 | +1.73% | 4.320 | +0.07% | 0.000 | +3.02% | -14.18% | 3,202,017.1 | Hardware | |
IBM |
International Business Machines Corp
International Business Machines Corp
| 24,465 | 7,105.1 | +0.17% | 3.420 | +0.01% | 0.000 | +13.68% | +19.38% | 240,695.1 | Software | |
MA | Mastercard Inc | 12,378 | 6,961.9 | +2.13% | 3.350 | +0.07% | 0.000 | +5.67% | +7.79% | 513,134.5 | Credit Services | |
JPM | JPMorgan Chase & Co | 21,263 | 6,012.8 | +1.28% | 2.900 | +0.04% | 0.000 | +22.45% | +26.39% | 819,760.3 | Banks | |
HD | The Home Depot Inc | 16,246 | 5,970.4 | +0.91% | 2.880 | +0.03% | 0.000 | +4.48% | -2.79% | 371,521.0 | Retail - Cyclical | |
IVW | iShares S&P 500 Growth ETF | 51,407 | 5,649.6 | +3.11% | 2.720 | +0.08% | 0.010 | +22.33% | +11.95% | 62,330.2 | ||
BRK.B | Berkshire Hathaway Inc | 11,737 | 5,604.1 | +1.15% | 2.700 | +0.03% | 0.000 | -9.18% | +6.52% | 1,041,178.0 | Insurance | |
NVDA | NVIDIA Corp | 34,290 | 5,486.4 | +3.20% | 2.640 | +0.08% | 0.000 | +63.10% | +29.27% | 4,232,980.0 | Semiconductors | |
CVX | Chevron Corp | 34,551 | 5,294.7 | +1.21% | 2.550 | +0.03% | 0.000 | +13.01% | +9.71% | 315,703.7 | Oil & Gas |
SGL Investment Advisors, Inc.'s Historical Top Holdings Breakdowns
SGL Investment Advisors, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
UBER | Uber Technologies Inc | 2025-06-30 | New Buy New Buy | +0.42% | 64.62 ($82.17) 93.3 | $91.30 | 11.11% | New holding | 8,939 | 8,939 | |
WTS | Watts Water Technologies Inc | 2025-06-30 | Sold Out Sold Out | -0.40% | 180.4 ($224.64) 247.22 | $252.02 | 12.19% | Sold Out | 0 | -3,252 | |
T | AT&T Inc | 2025-06-30 | New Buy New Buy | +0.39% | 26.33 ($27.57) 28.94 | $27.89 | 1.14% | New holding | 28,304 | 28,304 | |
BK | Bank of New York Mellon Corp | 2025-06-30 | Sold Out Sold Out | -0.38% | 73.31 ($84.9) 91.62 | $100.66 | 18.56% | Sold Out | 0 | -8,508 | |
MCK | McKesson Corp | 2025-06-30 | Reduce Reduce | -0.35% | 652.83 ($705.19) 732.78 | $711.05 | 0.83% | Reduce -76.3% | 302 | -972 | |
VRTX | Vertex Pharmaceuticals Inc | 2025-06-30 | Sold Out Sold Out | -0.30% | 421.16 ($461.21) 509.5 | $474.65 | 2.91% | Sold Out | 0 | -1,323 | |
CDNS | Cadence Design Systems Inc | 2025-06-30 | Reduce Reduce | -0.28% | 231.64 ($290.18) 323.08 | $325.87 | 12.30% | Reduce -70.77% | 731 | -1,770 | |
KR | The Kroger Co | 2025-06-30 | Reduce Reduce | -0.28% | 64.62 ($69.04) 74 | $72.64 | 5.21% | Reduce -69.84% | 3,200 | -7,410 | |
PODD | Insulet Corp | 2025-06-30 | Reduce Reduce | -0.27% | 238.57 ($288.2) 327.47 | $285.39 | -0.98% | Reduce -71.88% | 792 | -2,024 | |
ADP | Automatic Data Processing Inc | 2025-06-30 | New Buy New Buy | +0.25% | 276.76 ($307.13) 326.81 | $306.38 | -0.25% | New holding | 1,659 | 1,659 |
SGL Investment Advisors, Inc. Total Holding History ($B)
SGL Investment Advisors, Inc.'s Asset Allocation
SGL Investment Advisors, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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SGL Investment Advisors, Inc.'s Hypothetical Growth since 2025-06-30
SGL Investment Advisors, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
SGL Investment Advisors, Inc.'s Holdings Heat Map
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SGL Investment Advisors, Inc.'s Holdings Bubble Chart
SGL Investment Advisors, Inc. News
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