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
$194B
$846 Million 0.4% of portfolio
4,340
Q2 2025 Reduced 0.21%
$0
$794 Million 0.38% of portfolio
19,025
Q2 2025 Added 3.57%
$186B
$801 Million 0.38% of portfolio
28,304
Q2 2025 New
$259B
$753 Million 0.36% of portfolio
1,080
Q2 2025 Added 102.63%
$0
$762 Million 0.36% of portfolio
21,539
Q2 2025 Added 2.63%
$742B
$761 Million 0.36% of portfolio
3,246
Q2 2025 Added 97.09%
Blackrock Inc
-
$760 Million 0.36% of portfolio
-
Q2 2025 Reduced 0.28%
$270B
$734 Million 0.35% of portfolio
5,204
Q2 2025 Added 104.48%
$190B
$726 Million 0.35% of portfolio
929
Q2 2025 Added 170.06%
$384B
$736 Million 0.35% of portfolio
5,337
Q2 2025 Added 91.5%
$322B
$738 Million 0.35% of portfolio
9,044
Q2 2025 Added 119.35%
$265B
$709 Million 0.34% of portfolio
2,237
Q2 2025 Added 173.14%
$88.2B
$677 Million 0.32% of portfolio
3,012
Q2 2025 Added 1.21%
$359B
$679 Million 0.32% of portfolio
4,299
Q2 2025 Added 116.68%
$0
$660 Million 0.31% of portfolio
10,411
Q2 2025 Added 7.25%
$552B
$657 Million 0.31% of portfolio
515
Q2 2025 Added 4.67%
$1.4T
$619 Million 0.29% of portfolio
2,079
Q2 2025 Added 102.24%
$0
$591 Million 0.28% of portfolio
17,967
Q2 2025 Added 11.54%
$0
$590 Million 0.28% of portfolio
4,266
Q2 2025 Reduced 0.3%
$52.4B
$544 Million 0.26% of portfolio
2,811
Q2 2025 Added 0.14%
$2.73B
$528 Million 0.25% of portfolio
5,011
Q2 2025 Added 1.87%
$0
$506 Million 0.24% of portfolio
3,765
Q2 2025 Added 6.15%
$0
$498 Million 0.24% of portfolio
10,030
Q2 2025 Added 6.92%
$118B
$509 Million 0.24% of portfolio
1,659
Q2 2025 New
$0
$490 Million 0.23% of portfolio
18,494
Q2 2025 Added 11.69%
$0
$477 Million 0.23% of portfolio
1,676
Q2 2025 Added 5.01%
$415B
$474 Million 0.23% of portfolio
481
Q2 2025 Added 30.0%
$335B
$452 Million 0.22% of portfolio
1,831
Q2 2025 Added 29.58%
$139B
$438 Million 0.21% of portfolio
1,610
Q2 2025 Added 9.82%
$290B
$431 Million 0.21% of portfolio
6,287
Q2 2025 Added 37.36%
$308B
$451 Million 0.21% of portfolio
6,419
Q2 2025 Added 4.73%
$8.53B
$442 Million 0.21% of portfolio
16,143
Q2 2025 Added 2.38%
$236B
$428 Million 0.2% of portfolio
2,407
Q2 2025 Added 24.26%
Amplify ETF Tr
-
$402 Million 0.19% of portfolio
-
Q2 2025 Added 2.52%
$164B
$396 Million 0.19% of portfolio
751
Q2 2025 Added 5.48%
Linde PLC
-
$391 Million 0.19% of portfolio
-
Q2 2025 Added 9.91%
$568B
$372 Million 0.18% of portfolio
1,050
Q2 2025 Added 32.41%
$169B
$385 Million 0.18% of portfolio
8,947
Q2 2025 Added 30.1%
$413B
$377 Million 0.18% of portfolio
7,995
Q2 2025 Added 11.23%
$208B
$360 Million 0.17% of portfolio
2,953
Q2 2025 Added 39.56%
$223B
$355 Million 0.17% of portfolio
2,661
Q2 2025 Added 6.19%
$220B
$351 Million 0.17% of portfolio
2,824
Q2 2025 New
$190B
$337 Million 0.16% of portfolio
329
Q2 2025 Added 22.76%
$409B
$346 Million 0.16% of portfolio
1,821
Q2 2025 Added 7.05%
$356B
$339 Million 0.16% of portfolio
2,424
Q2 2025 New
$161B
$341 Million 0.16% of portfolio
1,698
Q2 2025 New
$165B
$337 Million 0.16% of portfolio
4,651
Q2 2025 New
$470B
$340 Million 0.16% of portfolio
2,978
Q2 2025 Added 38.51%
$190B
$342 Million 0.16% of portfolio
2,146
Q2 2025 New

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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