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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$47.4B
$762 Million 0.39% of portfolio
10,610
Q1 2025 Reduced 9.31%
$0
$745 Million 0.38% of portfolio
7,882
Q1 2025 Added 26.72%
$71.6B
$727 Million 0.38% of portfolio
8,508
Q1 2025 Reduced 1.0%
$277B
$733 Million 0.38% of portfolio
1,900
Q1 2025 Added 7.53%
$22B
$724 Million 0.37% of portfolio
2,816
Q1 2025 Reduced 18.87%
$0
$715 Million 0.37% of portfolio
18,369
Q1 2025 Added 8.13%
$0
$700 Million 0.36% of portfolio
20,988
Q1 2025 Reduced 3.18%
$98B
$694 Million 0.36% of portfolio
2,976
Q1 2025 Reduced 1.42%
$141B
$678 Million 0.35% of portfolio
4,349
Q1 2025 Added 35.48%
Blackrock Inc
-
$658 Million 0.34% of portfolio
-
Q1 2025 Reduced 0.7%
$177B
$668 Million 0.34% of portfolio
4,031
Q1 2025 Reduced 2.33%
$71.1B
$640 Million 0.33% of portfolio
4,545
Q1 2025 New
$2.87B
$618 Million 0.32% of portfolio
4,919
Q1 2025 Added 37.4%
$0
$572 Million 0.3% of portfolio
9,707
Q1 2025 Added 23.8%
$55.9B
$569 Million 0.29% of portfolio
2,807
Q1 2025 Reduced 0.07%
$154B
$563 Million 0.29% of portfolio
2,071
Q1 2025 Reduced 2.91%
$114B
$568 Million 0.29% of portfolio
1,323
Q1 2025 Reduced 0.75%
$0
$527 Million 0.27% of portfolio
4,279
Q1 2025 Added 3.01%
$0
$498 Million 0.26% of portfolio
16,108
Q1 2025 Added 24.92%
$8.45B
$468 Million 0.24% of portfolio
15,768
Q1 2025 Reduced 1.86%
$75.2B
$448 Million 0.23% of portfolio
4,927
Q1 2025 Reduced 2.57%
$0
$438 Million 0.23% of portfolio
16,558
Q1 2025 Added 24.85%
$19.5B
$450 Million 0.23% of portfolio
780
Q1 2025 Reduced 0.13%
$307B
$436 Million 0.23% of portfolio
6,129
Q1 2025 Added 16.9%
$0
$431 Million 0.22% of portfolio
9,381
Q1 2025 Added 20.28%
$0
$434 Million 0.22% of portfolio
3,547
Q1 2025 Added 18.67%
$0
$409 Million 0.21% of portfolio
1,596
Q1 2025 Added 21.46%
$197B
$383 Million 0.2% of portfolio
712
Q1 2025 Added 73.66%
Amplify ETF Tr
-
$362 Million 0.19% of portfolio
-
Q1 2025 Added 7.55%
$447B
$373 Million 0.19% of portfolio
370
Q1 2025 Added 1.09%
Linde PLC
-
$343 Million 0.18% of portfolio
-
Q1 2025 Added 29.18%
$235B
$336 Million 0.17% of portfolio
2,506
Q1 2025 Added 30.18%
$282B
$333 Million 0.17% of portfolio
1,937
Q1 2025 Added 38.36%
$227B
$328 Million 0.17% of portfolio
1,048
Q1 2025 Added 25.51%
$207B
$302 Million 0.16% of portfolio
533
Q1 2025 Added 33.58%
$105B
$305 Million 0.16% of portfolio
1,466
Q1 2025 Added 32.31%
$275B
$303 Million 0.16% of portfolio
1,413
Q1 2025 Added 3.59%
$221B
$310 Million 0.16% of portfolio
2,545
Q1 2025 Added 30.25%
$331B
$316 Million 0.16% of portfolio
1,701
Q1 2025 Added 34.89%
$386B
$315 Million 0.16% of portfolio
1,984
Q1 2025 Added 13.11%
$284B
$302 Million 0.16% of portfolio
4,123
Q1 2025 Added 15.78%
$0
$291 Million 0.15% of portfolio
6,757
Q1 2025 Added 17.41%
$728B
$300 Million 0.15% of portfolio
399
Q1 2025 Added 30.82%
$356B
$299 Million 0.15% of portfolio
7,188
Q1 2025 Added 32.96%
$182B
$300 Million 0.15% of portfolio
6,877
Q1 2025 Reduced 2.11%
$899B
$293 Million 0.15% of portfolio
1,028
Q1 2025 Added 35.98%
$0
$284 Million 0.15% of portfolio
11,418
Q1 2025 New
$197B
$293 Million 0.15% of portfolio
3,779
Q1 2025 Added 28.49%
$187B
$283 Million 0.15% of portfolio
2,787
Q1 2025 Reduced 50.16%

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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