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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 5 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TSLA TESLA INC Consumer Cyclical 1,523.0 $605K 0.24% -1K -42.2% $397.21 +5.0%
82 XOM EXXON MOBIL CORP Energy 4,131.0 $603K 0.24% +653.0 +18.8% $146.07 +7.0%
83 BLK BLACKROCK INC Financial Services 550.0 $580K 0.23% +13.0 +2.4% $1054.80 +0.8%
84 ORCL ORACLE CORP Technology 4,128.0 $563K 0.23% +924.0 +28.8% $136.48 +39.0%
85 CRM SALESFORCE INC Technology 2,872.0 $546K 0.22% +255.0 +9.7% $189.97 -7.2%
86 VNQI VANGUARD INTL EQUITY INDEX F 10,697.0 $518K 0.21% +2K +19.0% $48.43 -4.8%
87 CAT CATERPILLAR INC Industrials 752.0 $510K 0.20% NEW $678.31 +27.7%
88 SCHV SCHWAB STRATEGIC TR 16,041.0 $504K 0.20% +2K +11.7% $31.41 +5.1%
89 ETHO AMPLIFY ETF TR 7,267.0 $493K 0.20% +312.0 +4.5% $67.82 +9.6%
90 NFLX NETFLIX INC Communication Services 6,049.0 $489K 0.20% +6K +1259.3% $80.87 +10.4%
91 LRCX LAM RESEARCH CORP Technology 2,288.0 $488K 0.20% NEW $213.31 +41.7%
92 BAC BANK AMERICA CORP Financial Services 8,838.0 $486K 0.19% +268.0 +3.1% $54.94 -6.3%
93 INTC INTEL CORP Technology 9,625.0 $464K 0.19% NEW $48.24 +145.6%
94 RTX RTX CORPORATION Industrials 2,357.0 $462K 0.18% -535.0 -18.5% $195.97 -10.8%
95 C CITIGROUP INC Financial Services 3,764.0 $436K 0.17% NEW $115.74 +8.2%
96 PCY INVESCO EXCH TRADED FD TR II 19,880.0 $430K 0.17% +4K +22.8% $21.63 -2.2%
97 GE GE AEROSPACE Industrials 1,394.0 $427K 0.17% -222.0 -13.7% $306.37 -1.5%
98 PM PHILIP MORRIS INTL INC Consumer Defensive 2,275.0 $414K 0.17% -194.0 -7.9% $182.00 +3.6%
99 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,762.0 $412K 0.17% +57.0 +3.3% $233.99 -5.9%
100 PLTR PALANTIR TECHNOLOGIES INC Technology 3,167.0 $412K 0.17% +58.0 +1.9% $130.01 +5.5%
Page 5 of 7  ·  126 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%