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
$600B
$279 Million 0.14% of portfolio
793
Q1 2025 Added 2.85%
$181B
$263 Million 0.14% of portfolio
2,002
Q1 2025 Added 24.74%
$265B
$273 Million 0.14% of portfolio
4,577
Q1 2025 Added 1.53%
$97.7B
$266 Million 0.14% of portfolio
1,901
Q1 2025 Added 31.38%
$461B
$248 Million 0.13% of portfolio
1,647
Q1 2025 Added 5.51%
$206B
$261 Million 0.13% of portfolio
268
Q1 2025 New
$424B
$228 Million 0.12% of portfolio
2,150
Q1 2025 Added 1.9%
$216B
$226 Million 0.12% of portfolio
344
Q1 2025 Reduced 2.82%
$0
$235 Million 0.12% of portfolio
8,977
Q1 2025 New
$221B
$232 Million 0.12% of portfolio
819
Q1 2025 Added 0.74%
$19.3B
$237 Million 0.12% of portfolio
7,644
Q4 2024 New
$205B
$222 Million 0.11% of portfolio
2,116
Q1 2025 Added 1.54%
$0
$217 Million 0.11% of portfolio
11,094
Q1 2025 New
$0
$217 Million 0.11% of portfolio
9,884
Q1 2025 New
$267B
$211 Million 0.11% of portfolio
753
Q1 2025 Added 2.03%
Kayne Anderson Bdc Inc
-
$165 Million 0.09% of portfolio
-
Q1 2025 New

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
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