Silver Lake Advisory, LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $235 Million distributed in 104 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $9.09M, Cisco Systems, Inc. with a value of $9.03M, Abb Vie Inc. with a value of $8.74M, Vanguard Whitehall Fds Intl Di with a value of $7.82M, and Abbott Laboratories with a value of $7.79M.

Examining the 13F form we can see an increase of $5.49M in the current position value, from $229M to 235M.

Below you can find more details about Silver Lake Advisory, LLC portfolio as well as his latest detailed transactions.

Portfolio value $235 Million
Technology: $55.9 Million
Industrials: $37.8 Million
Financial Services: $37.6 Million
Healthcare: $28.6 Million
ETFs: $25.9 Million
Energy: $14.8 Million
Real Estate: $10.7 Million
Consumer Defensive: $9.85 Million
Other: $13.3 Million

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 104
  • Current Value $235 Million
  • Prior Value $229 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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