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Portfolio (Quarterly) Guide ↗

SGL Investment Advisors, Inc.

· CIK 0002043186
13F Portfolio $240M AUM Filed Nov 4, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 126 New
Page 6 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 QCOM QUALCOMM INC Technology 2,116.0 $382K 0.16% NEW $180.72 +12.1%
102 NEE NEXTERA ENERGY INC Utilities 4,614.0 $377K 0.16% NEW $81.78 +9.7%
103 SUSB ISHARES TR 14,588.0 $367K 0.15% NEW $25.18 -1.0%
104 ETN EATON CORP PLC Industrials 946.0 $366K 0.15% NEW $386.57 -1.3%
105 DHR DANAHER CORPORATION Healthcare 1,685.0 $361K 0.15% NEW $214.06 -19.0%
106 PM PHILIP MORRIS INTL INC Consumer Defensive 2,469.0 $357K 0.15% NEW $144.60 +30.4%
107 PCY INVESCO EXCH TRADED FD TR II 16,196.0 $354K 0.15% NEW $21.83 -3.1%
108 VZ VERIZON COMMUNICATIONS INC Communication Services 8,768.0 $346K 0.14% NEW $39.47 +21.2%
109 SPGI S&P GLOBAL INC Financial Services 640.0 $318K 0.13% NEW $497.02 -16.1%
110 BSX BOSTON SCIENTIFIC CORP Healthcare 3,185.0 $314K 0.13% NEW $98.59 -42.0%
111 PEP PEPSICO INC Consumer Defensive 1,906.0 $274K 0.11% NEW $143.63 +3.6%
112 NUBD NUSHARES ETF TR 12,027.0 $270K 0.11% NEW $22.43 -1.9%
113 WM WASTE MGMT INC DEL Industrials 1,341.0 $264K 0.11% NEW $196.77 +11.6%
114 GILD GILEAD SCIENCES INC Healthcare 2,106.0 $257K 0.11% NEW $122.05 +6.9%
115 PODD INSULET CORP Healthcare 792.0 $252K 0.10% NEW $318.77 -50.9%
116 MCK MCKESSON CORP Healthcare 302.0 $248K 0.10% NEW $820.29 -6.6%
117 CDNS CADENCE DESIGN SYSTEM INC Technology 731.0 $245K 0.10% NEW $335.41 +6.9%
118 ALL ALLSTATE CORP Financial Services 1,256.0 $240K 0.10% NEW $191.25 +12.1%
119 LUV SOUTHWEST AIRLS CO Industrials 7,644.0 $233K 0.10% NEW $30.43 +34.0%
120 SYK STRYKER CORPORATION Healthcare 636.0 $228K 0.10% NEW $358.16 -10.2%
Page 6 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 31.3%
Financial Services 18.4%
Communication Services 11.9%
Healthcare 11.8%
Consumer Cyclical 8.3%
Industrials 6.7%
Consumer Defensive 6.1%
Energy 2.9%
Real Estate 1.9%
Utilities 0.3%