Sgl Investment Advisors, Inc. Portfolio Holdings

Sgl Investment Advisors, Inc.

  • $210 Billion
  • Q2 2025

Sgl Investment Advisors, Inc. has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $210 Billion distributed in 120 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $10.7B, Apple Inc. with a value of $8.97B, International Business Machines Corp with a value of $7.11B, Mastercard Inc with a value of $6.96B, and Jpmorgan Chase & CO with a value of $6.01B.

Examining the 13F form we can see an increase of $16.5B in the current position value, from $194B to 210B.

Sgl Investment Advisors, Inc. is based out at Missoula, MT

Below you can find more details about Sgl Investment Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $210 Billion
Technology: $53.9 Billion
Financial Services: $31.8 Billion
ETFs: $28 Billion
Communication Services: $23 Billion
Healthcare: $19 Billion
Consumer Cyclical: $16.1 Billion
Consumer Defensive: $12 Billion
Industrials: $10.8 Billion
Other: $10.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.77T
$10.7 Billion 5.08% of portfolio
21,487
Q2 2025 Added 1.06%
$3.45T
$8.97 Billion 4.27% of portfolio
42,710
Q2 2025 Added 1.73%
$253B
$7.11 Billion 3.38% of portfolio
24,465
Q2 2025 Added 0.17%
$533B
$6.96 Billion 3.31% of portfolio
12,378
Q2 2025 Added 2.13%
$855B
$6.01 Billion 2.86% of portfolio
21,263
Q2 2025 Added 1.28%
$380B
$5.97 Billion 2.84% of portfolio
16,246
Q2 2025 Added 0.91%
$0
$5.65 Billion 2.69% of portfolio
51,407
Q2 2025 Added 3.11%
$622B
$5.6 Billion 2.67% of portfolio
11,737
Q2 2025 Added 1.15%
$416B
$5.49 Billion 2.61% of portfolio
34,290
Q2 2025 Added 3.2%
$294B
$5.29 Billion 2.52% of portfolio
34,551
Q2 2025 Added 1.21%
$439B
$5.1 Billion 2.43% of portfolio
32,749
Q2 2025 Added 1.27%
$62.5B
$5.06 Billion 2.41% of portfolio
19,733
Q2 2025 Added 1.78%
$1.58T
$4.88 Billion 2.32% of portfolio
6,772
Q2 2025 Added 0.3%
$1.17T
$4.86 Billion 2.31% of portfolio
27,753
Q2 2025 Added 0.95%
$58.9B
$4.83 Billion 2.3% of portfolio
23,689
Q2 2025 Reduced 7.3%
$50.4B
$4.79 Billion 2.28% of portfolio
14,485
Q2 2025 Added 0.27%
$7.15B
$4.28 Billion 2.04% of portfolio
23,335
Q2 2025 Added 0.76%
$51.1B
$4.19 Billion 2.0% of portfolio
14,422
Q2 2025 Added 1.78%
$5.99B
$4.19 Billion 1.99% of portfolio
45,717
Q2 2025 Added 1,428.49%
$50.6B
$3.88 Billion 1.85% of portfolio
15,083
Q2 2025 Reduced 0.98%
$21.3B
$3.75 Billion 1.78% of portfolio
45,041
Q2 2025 Reduced 0.95%
$173B
$3.75 Billion 1.78% of portfolio
9,799
Q2 2025 Reduced 9.18%
$173B
$3.56 Billion 1.69% of portfolio
38,716
Q2 2025 Reduced 1.25%
$9.98B
$3.43 Billion 1.63% of portfolio
135,360
Q2 2025 Added 1.28%
$9.3B
$3.36 Billion 1.6% of portfolio
162,518
Q2 2025 Reduced 1.52%
$6.55B
$3.26 Billion 1.55% of portfolio
57,445
Q2 2025 Reduced 11.83%
$153B
$3.26 Billion 1.55% of portfolio
53,529
Q2 2025 Reduced 1.27%
$260B
$3.12 Billion 1.49% of portfolio
32,186
Q2 2025 Added 6.39%
$54.9B
$3.11 Billion 1.48% of portfolio
49,909
Q2 2025 Added 1.75%
$0
$2.92 Billion 1.39% of portfolio
4,715
Q2 2025 Added 3.63%
$39.2B
$2.84 Billion 1.35% of portfolio
11,070
Q2 2025 Reduced 11.66%
$22.4B
$2.64 Billion 1.26% of portfolio
11,359
Q2 2025 Added 1.23%
$0
$2.1 Billion 1.0% of portfolio
22,365
Q2 2025 Reduced 1.51%
$0
$1.6 Billion 0.76% of portfolio
19,467
Q2 2025 Added 15.95%
$0
$1.6 Billion 0.76% of portfolio
5,540
Q2 2025 Added 8.25%
$1.14T
$1.46 Billion 0.69% of portfolio
8,356
Q2 2025 Added 8.58%
$0
$1.32 Billion 0.63% of portfolio
62,330
Q2 2025 Added 14.93%
Teladoc Health Inc
-
$1.29 Billion 0.62% of portfolio
-
Q2 2025 Reduced 0.71%
Summit Hotel Pptys
-
$1.25 Billion 0.59% of portfolio
-
Q2 2025 Added 8.37%
$177B
$1.23 Billion 0.59% of portfolio
5,678
Q2 2025 Added 40.86%
$2.32T
$1.22 Billion 0.58% of portfolio
5,548
Q2 2025 Added 8.06%
$0
$1.23 Billion 0.58% of portfolio
55,661
Q2 2025 Added 5.78%
$290B
$1.03 Billion 0.49% of portfolio
4,344
Q2 2025 Added 11.73%
$181B
$942 Million 0.45% of portfolio
3,104
Q2 2025 Added 4.27%
$182B
$871 Million 0.41% of portfolio
8,939
Q2 2025 New
$155B
$863 Million 0.41% of portfolio
23,985
Q2 2025 Added 0.6%
-
$855 Million 0.41% of portfolio
-
Q2 2025 Added 1.94%
$0
$868 Million 0.41% of portfolio
9,007
Q2 2025 Added 14.27%
$0
$845 Million 0.4% of portfolio
7,595
Q2 2025 Added 6.28%

Summary

  • Portfolio
  • No. of Stocks 120
  • Current Value $210 Billion
  • Prior Value $194 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 87 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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