Sgl Investment Advisors, Inc. Portfolio Holdings

Sgl Investment Advisors, Inc.

  • $194 Billion
  • Q1 2025

Sgl Investment Advisors, Inc. has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $194 Billion distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $9.32B, Apple Inc. with a value of $8.29B, Mastercard Inc with a value of $6.87B, International Business Machines Corp with a value of $6.21B, and Berkshire Hathaway Inc Class B with a value of $5.96B.

Examining the 13F form we can see an decrease of $4.75B in the current position value, from $198B to 194B.

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 $194 Billion
Technology: $45.5 Billion
Financial Services: $30 Billion
ETFs: $24.8 Billion
Healthcare: $20.4 Billion
Communication Services: $19.5 Billion
Consumer Cyclical: $15.5 Billion
Consumer Defensive: $13.1 Billion
Industrials: $10.2 Billion
Other: $9.81 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $194 Billion
  • Prior Value $198 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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