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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 4 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VNQI VANGUARD INTL EQUITY INDEX F 10,697.0 $518K 0.21% +2K +19.0% $48.43 -4.8%
62 SCHV SCHWAB STRATEGIC TR 16,041.0 $504K 0.20% +2K +11.7% $31.41 +5.1%
63 ETHO AMPLIFY ETF TR 7,267.0 $493K 0.20% +312.0 +4.5% $67.82 +9.6%
64 NFLX NETFLIX INC Communication Services 6,049.0 $489K 0.20% +6K +1259.3% $80.87 +10.4%
65 BAC BANK AMERICA CORP Financial Services 8,838.0 $486K 0.19% +268.0 +3.1% $54.94 -6.3%
66 PCY INVESCO EXCH TRADED FD TR II 19,880.0 $430K 0.17% +4K +22.8% $21.63 -2.2%
67 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,762.0 $412K 0.17% +57.0 +3.3% $233.99 -5.9%
68 PLTR PALANTIR TECHNOLOGIES INC Technology 3,167.0 $412K 0.17% +58.0 +1.9% $130.01 +5.5%
69 SUSB ISHARES TR 15,226.0 $385K 0.15% +638.0 +4.4% $25.28 -1.4%
70 DHR DANAHER CORPORATION Healthcare 1,696.0 $366K 0.15% +11.0 +0.7% $215.75 -19.7%
71 GILD GILEAD SCIENCES INC Healthcare 2,382.0 $356K 0.14% +276.0 +13.1% $149.37 -12.6%
72 PEP PEPSICO INC Consumer Defensive 1,981.0 $332K 0.13% +75.0 +3.9% $167.52 -11.1%
73 QCOM QUALCOMM INC Technology 2,184.0 $298K 0.12% +68.0 +3.2% $136.30 +48.6%
74 SPGI S&P GLOBAL INC Financial Services 654.0 $295K 0.12% +14.0 +2.2% $451.71 -7.7%
75 NUBD NUSHARES ETF TR 12,602.0 $282K 0.11% +575.0 +4.8% $22.41 -1.8%
76 TLT ISHARES TR 2,870.0 $251K 0.10% +489.0 +20.5% $87.48 -3.7%
77 NOW SERVICENOW INC Technology 2,345.0 $241K 0.10% +2K +223.4% $102.63 -2.9%
Page 4 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%