SI

SGL Investment Advisors, Inc.

13F
SGL Investment Advisors, Inc.
Last update 2025-05-09 114 Stocks (8 new)
Value $191.00 Mil Turnover 10 %
Countries:
Top Holdings: MSFT(4.87%)AAPL(4.34%)MA(3.60%)IBM(3.25%)BRK.B(3.12%)
Summary Stock Picks Current Portfolio
SGL Investment Advisors, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
21,262
9,316.2
+0.53%
4.870
+0.03%
0.000
+42.29%
+21.48%
3,791,043.3
Software
AAPL
Apple Inc
41,984
8,291.4
+2.84%
4.340
+0.12%
0.000
+10.15%
-14.95%
3,173,564.3
Hardware
MA
Mastercard Inc
12,120
6,873.5
-0.57%
3.600
-0.02%
0.000
+9.05%
+5.80%
503,667.8
Credit Services
IBM
International Business Machines Corp
International Business Machines Corp
24,423
6,206.9
-0.14%
3.250
0%
0.000
+21.33%
+31.24%
264,608.5
Software
BRK.B
Berkshire Hathaway Inc
11,603
5,955.2
+1.56%
3.120
+0.05%
0.000
-6.41%
+4.66%
1,023,612.8
Insurance
HD
The Home Depot Inc
16,099
5,873.7
+1.19%
3.070
+0.04%
0.000
+5.59%
-5.23%
362,193.6
Retail - Cyclical
JPM
JPMorgan Chase & Co
20,995
5,321.6
-26.27%
2.780
-1.06%
0.000
+27.68%
+23.35%
800,072.7
Banks
TRV
The Travelers Companies Inc
19,388
5,250.7
-2.52%
2.750
-0.06%
0.010
+5.90%
+10.18%
59,264.2
Insurance
JNJ
Johnson & Johnson
32,337
5,033.5
+2.72%
2.630
+0.07%
0.000
+5.64%
+15.54%
395,462.2
Drug Manufacturers
IVW
iShares S&P 500 Growth ETF
49,855
4,844.9
+27.35%
2.530
+0.54%
0.010
+31.30%
+11.20%
61,965.2
 

SGL Investment Advisors, Inc.'s Historical Top Holdings Breakdowns

SGL Investment Advisors, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
UPS
United Parcel Service Inc
2025-03-31
Sold Out
Sold Out
-1.79%
●
109.66 ($119.57) 136.26
$98.90
-17.29%
Sold Out
0
-30,536
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+1.71%
●
106.98 ($126.74) 149.43
$171.38
35.22%
Add 516.7%
33,228
27,840
RMD
ResMed Inc
2025-03-31
New Buy
New Buy
+1.59%
●
219.7 ($233.45) 257.65
$261.07
11.83%
New holding
12,531
12,531
ICLR
Icon PLC
2025-03-31
Sold Out
Sold Out
-1.55%
●
174.99 ($193.87) 222.58
$139.63
-27.98%
Sold Out
0
-16,172
DHR
Danaher Corp
2025-03-31
Sold Out
Sold Out
-1.38%
●
201.62 ($218.33) 250.59
$188.07
-13.86%
Sold Out
0
-13,328
WMT
Walmart Inc
2025-03-31
Add
Add
+1.30%
●
84.5 ($93.81) 105.05
$95.67
1.98%
Add 539.08%
30,254
25,520
IAU
iShares Gold Trust
2025-03-31
Add
Add
+1.20%
●
49.74 ($54.09) 58.96
$64.09
18.49%
Add 297.51%
49,053
36,713
JPM
JPMorgan Chase & Co
2025-03-31
Reduce
Reduce
-1.06%
●
225.19 ($254.94) 279.95
$290.97
14.13%
Reduce -26.27%
20,995
-7,479
ORLY
O'Reilly Automotive Inc
2025-03-31
Reduce
Reduce
-0.77%
●
79.18 ($86.99) 95.51
$94.15
8.23%
Reduce -27.46%
44,865
-1,132
SSNC
SS&C Technologies Holdings Inc
2025-03-31
Reduce
Reduce
-0.61%
●
74.75 ($82.77) 89.13
$83.21
0.53%
Reduce -22.84%
45,475
-13,461

SGL Investment Advisors, Inc. Total Holding History ($B)

To

SGL Investment Advisors, Inc.'s Asset Allocation

To

SGL Investment Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SGL Investment Advisors, Inc.'s Hypothetical Growth since 2025-03-31

SGL Investment Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

SGL Investment Advisors, Inc.'s Holdings Heat Map

Size field:

SGL Investment Advisors, Inc.'s Holdings Bubble Chart

SGL Investment Advisors, Inc. News

  • 1

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