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Portfolio (Quarterly) Guide ↗

SGL Investment Advisors, Inc.

· CIK 0002043186
13F Portfolio $250M AUM 126 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 11 New 77 Added 31 Reduced 11 Exited
Page 3 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TMUS T-MOBILE US INC Communication Services 4,799.0 $969K 0.39% +846.0 +21.4% $201.86 -5.8%
42 NUSC NUSHARES ETF TR 20,625.0 $968K 0.39% +813.0 +4.1% $46.92 +4.1%
43 COST COSTCO WHSL CORP NEW Consumer Defensive 973.0 $963K 0.39% +447.0 +85.0% $989.59 +6.2%
44 NUDM NUSHARES ETF TR 23,991.0 $910K 0.36% +2K +8.4% $37.94 +2.3%
45 CMCSA COMCAST CORP NEW Communication Services 29,319.0 $904K 0.36% +5K +20.8% $30.85 -18.7%
46 AVGO BROADCOM INC Technology 2,758.0 $856K 0.34% +1K +72.5% $310.51 +33.5%
47 ABBV ABBVIE INC Healthcare 3,878.0 $849K 0.34% +296.0 +8.3% $219.02 -2.0%
48 AXP AMERICAN EXPRESS CO Financial Services 2,367.0 $839K 0.34% +36.0 +1.5% $354.62 -12.7%
49 MCD MCDONALDS CORP Consumer Cyclical 2,510.0 $812K 0.33% +157.0 +6.7% $323.52 -12.2%
50 SCHP SCHWAB STRATEGIC TR 30,273.0 $807K 0.32% +5K +20.7% $26.65 -0.1%
51 VSS VANGUARD INTL EQUITY INDEX F 5,195.0 $786K 0.31% +680.0 +15.1% $151.26 +4.9%
52 VWO VANGUARD INTL EQUITY INDEX F 13,833.0 $775K 0.31% +2K +15.5% $56.04 +4.7%
53 V VISA INC Financial Services 2,241.0 $738K 0.29% +78.0 +3.6% $329.13 +0.5%
54 GRID FIRST TR EXCHANGE TRADED FD 4,327.0 $717K 0.29% +135.0 +3.2% $165.77 +15.2%
55 ABT ABBOTT LABS Healthcare 6,019.0 $657K 0.26% +1K +21.0% $109.08 -19.5%
56 VOT VANGUARD INDEX FDS 2,336.0 $622K 0.25% +354.0 +17.9% $266.28 +8.5%
57 XOM EXXON MOBIL CORP Energy 4,131.0 $603K 0.24% +653.0 +18.8% $146.07 +7.0%
58 BLK BLACKROCK INC Financial Services 550.0 $580K 0.23% +13.0 +2.4% $1054.80 +0.8%
59 ORCL ORACLE CORP Technology 4,128.0 $563K 0.23% +924.0 +28.8% $136.48 +39.0%
60 CRM SALESFORCE INC Technology 2,872.0 $546K 0.22% +255.0 +9.7% $189.97 -7.2%
Page 3 of 4  ·  77 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.1%
Financial Services 19.7%
Healthcare 12.5%
Communication Services 11.5%
Consumer Cyclical 8.1%
Industrials 8.1%
Consumer Defensive 6.3%
Energy 3.4%
Real Estate 1.8%
Utilities 0.2%