Sgl Investment Advisors, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$266.5M
Q ending 2026-03-31
Prior quarter
$250.0M
Q ending 2025-12-31
Change
+6.6% QoQ · +37.6% YoY
Positions
126
reported holdings
Largest positions
Top 100 of 126 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $11.3M | 39K |
| Schwab Strategic Tr | SCHF | Shares | $10.7M | 391K |
| Ishares Tr | IVW | Shares | $10.2M | 75K |
| Microsoft Corp | MSFT | Shares | $9.8M | 24K |
| Nvidia Corporation | NVDA | Shares | $8.7M | 40K |
| Cummins Inc | CMI | Shares | $6.7M | 10K |
| Chevron Corporation | CVX | Shares | $6.6M | 36K |
| Johnson & Johnson | JNJ | Shares | $6.5M | 29K |
| Jpmorgan Chase & Co | JPM | Shares | $6.3M | 21K |
| Walmart Inc | WMT | Shares | $6.2M | 49K |
| Mastercard Incorporated | MA | Shares | $6.2M | 12K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $6.0M | 8K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $5.9M | 12K |
| International Business Machs | IBM | Shares | $5.6M | 25K |
| Texas Instrs Inc | TXN | Shares | $5.6M | 19K |
| Ishares Gold Tr | IAU | Shares | $5.4M | 61K |
| Palo Alto Networks Inc | PANW | Shares | $5.4M | 25K |
| Alphabet Inc | GOOG | Shares | $5.4M | 14K |
| Quest Diagnostics Inc | DGX | Shares | $5.4M | 28K |
| Home Depot Inc | HD | Shares | $5.1M | 17K |
| Meta Platforms Inc | META | Shares | $4.7M | 8K |
| Oreilly Automotive Inc | ORLY | Shares | $4.3M | 47K |
| Travelers Companies Inc | TRV | Shares | $4.3M | 15K |
| Eaton Corp Plc | Shares | $4.3M | 10K | |
| Yelp Inc | YELP | Shares | $4.2M | 167K |
| Vanguard Scottsdale Fds | VCIT | Shares | $4.1M | 50K |
| L3Harris Technologies Inc | LHX | Shares | $4.1M | 13K |
| Public Storage Oper Co | PSA | Shares | $4.0M | 13K |
| Adobe Inc | ADBE | Shares | $3.7M | 15K |
| Schwab Charles Corp | SCHW | Shares | $3.5M | 39K |
| Kroger Co | KR | Shares | $3.3M | 51K |
| Nushares Etf Tr | NULG | Shares | $3.0M | 28K |
| Ishares Tr | IWO | Shares | $3.0M | 8K |
| Alphabet Inc | GOOGL | Shares | $2.9M | 8K |
| Omnicom Group Inc | OMC | Shares | $2.9M | 39K |
| Schwab Strategic Tr | SCHH | Shares | $2.6M | 109K |
| Steris Plc | Shares | $2.4M | 12K | |
| Micron Technology Inc | MU | Shares | $2.3M | 3K |
| Resmed Inc | RMD | Shares | $2.2M | 11K |
| Spdr Series Trust | JNK | Shares | $2.0M | 21K |
| Advanced Micro Devices Inc | AMD | Shares | $1.9M | 4K |
| Applied Matls Inc | AMAT | Shares | $1.9M | 4K |
| Tractor Supply Co | TSCO | Shares | $1.8M | 59K |
| Amazon Com Inc | AMZN | Shares | $1.7M | 6K |
| Ishares Tr | EFG | Shares | $1.5M | 13K |
| Teladoc Health Inc | TDOC 1.25 06/01/27 | Principal | $1.3M | 1.4M |
| Ishares Tr | IJH | Shares | $1.3M | 18K |
| Intel Corp | INTC | Shares | $1.2M | 9K |
| Ishares Tr | ISCV | Shares | $1.2M | 16K |
| Flexshares Tr | ESG | Shares | $1.2M | 7K |
| Cisco Sys Inc | CSCO | Shares | $1.2M | 12K |
| Broadcom Inc | AVGO | Shares | $1.1M | 3K |
| Schwab Strategic Tr | SCHP | Shares | $1.1M | 42K |
| Enphase Energy Inc | ENPH 0 03/01/28 | Principal | $1.1M | 1.2M |
| Nushares Etf Tr | NUSC | Shares | $1.1M | 23K |
| Amgen Inc | AMGN | Shares | $1.1M | 3K |
| Nushares Etf Tr | NUDM | Shares | $1.0M | 27K |
| Costco Wholesale Corporation | COST | Shares | $1.0M | 1K |
| Coca Cola Co | KO | Shares | $978K | 12K |
| Vanguard Intl Equity Index F | VSS | Shares | $946K | 6K |
| Vanguard Intl Equity Index F | VWO | Shares | $944K | 16K |
| T-Mobile Us Inc | TMUS | Shares | $911K | 5K |
| Unitedhealth Group Inc | UNH | Shares | $905K | 2K |
| Goldman Sachs Group Inc | GS | Shares | $892K | 944 |
| Merck & Co Inc | MRK | Shares | $884K | 8K |
| Morgan Stanley | MS | Shares | $882K | 5K |
| First Tr Exchange-Traded Fd | GRID | Shares | $846K | 4K |
| Oracle Corp | ORCL | Shares | $813K | 4K |
| Eli Lilly & Co | LLY | Shares | $772K | 798 |
| Vanguard Index Fds | VOT | Shares | $771K | 3K |
| Procter & Gamble Co | PG | Shares | $766K | 5K |
| American Express Co | AXP | Shares | $741K | 2K |
| Visa Inc | V | Shares | $734K | 2K |
| Schwab Strategic Tr | SCHV | Shares | $724K | 22K |
| Wells Fargo & Co | WFC | Shares | $718K | 10K |
| Comcast Corp New | CMCSA | Shares | $718K | 29K |
| Abbvie Inc | ABBV | Shares | $715K | 4K |
| Mcdonalds Corp | MCD | Shares | $684K | 2K |
| Disney Walt Co | DIS | Shares | $682K | 7K |
| Caterpillar Inc | CAT | Shares | $665K | 718 |
| Tesla Inc | TSLA | Shares | $665K | 1K |
| Lam Research Corp | LRCX | Shares | $639K | 2K |
| Vanguard Intl Equity Index F | VNQI | Shares | $616K | 13K |
| Blackrock Inc | BLK | Shares | $588K | 544 |
| Amplify Etf Tr | ETHO | Shares | $587K | 8K |
| Unilever Plc | UL | Shares | $573K | 10K |
| Exxon Mobil Corp | XOM | Shares | $548K | 4K |
| Automatic Data Processing In | ADP | Shares | $542K | 3K |
| Qualcomm Inc | QCOM | Shares | $528K | 2K |
| Invesco Exch Traded Fd Tr Ii | PCY | Shares | $520K | 24K |
| Citigroup Inc | C | Shares | $504K | 4K |
| Abbott Laboratories | ABT | Shares | $504K | 6K |
| Netflix Inc. | NFLX | Shares | $500K | 6K |
| Salesforce Inc | CRM | Shares | $498K | 3K |
| Palantir Technologies Inc | PLTR | Shares | $447K | 3K |
| Verizon Communications Inc | VZ | Shares | $447K | 9K |
| Rtx Corporation | RTX | Shares | $436K | 2K |
| Philip Morris Intl Inc | PM | Shares | $433K | 2K |
| Ishares Tr | SUSB | Shares | $428K | 17K |
| Ge Aerospace | GE | Shares | $424K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.