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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
Track This Portfolio

Track Sgl Investment Advisors, Inc. Portfolio

Follow Sgl Investment Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sgl Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sgl Investment Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email