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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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