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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 6 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NEE NEXTERA ENERGY INC Utilities 4,498.0 $401K 0.16% -116.0 -2.5% $89.21 +0.5%
102 PFE PFIZER INC Healthcare 14,545.0 $385K 0.15% NEW $26.49 -2.0%
103 SUSB ISHARES TR 15,226.0 $385K 0.15% +638.0 +4.4% $25.28 -1.4%
104 TMO THERMO FISHER SCIENTIFIC INC Healthcare 706.0 $383K 0.15% NEW $542.36 -16.7%
105 VZ VERIZON COMMUNICATIONS INC Communication Services 8,081.0 $381K 0.15% -687.0 -7.8% $47.10 +1.5%
106 T AT&T INC Communication Services 13,706.0 $374K 0.15% -14K -51.1% $27.31 -8.7%
107 DHR DANAHER CORPORATION Healthcare 1,696.0 $366K 0.15% +11.0 +0.7% $215.75 -19.7%
108 GILD GILEAD SCIENCES INC Healthcare 2,382.0 $356K 0.14% +276.0 +13.1% $149.37 -12.6%
109 APP APPLOVIN CORP Technology 901.0 $338K 0.14% NEW $375.23 +29.5%
110 PEP PEPSICO INC Consumer Defensive 1,981.0 $332K 0.13% +75.0 +3.9% $167.52 -11.1%
111 LIN LINDE PLC Basic Materials 706.0 $325K 0.13% -923.0 -56.7% $459.69 +11.9%
112 UBER UBER TECHNOLOGIES INC Technology 4,285.0 $322K 0.13% -5K -54.4% $75.21 -0.8%
113 COF CAPITAL ONE FINL CORP Financial Services 1,434.0 $311K 0.12% NEW $216.93 -14.0%
114 QCOM QUALCOMM INC Technology 2,184.0 $298K 0.12% +68.0 +3.2% $136.30 +48.6%
115 SPGI S&P GLOBAL INC Financial Services 654.0 $295K 0.12% +14.0 +2.2% $451.71 -7.7%
116 MCK MCKESSON CORP Healthcare 302.0 $289K 0.12% $957.80 -20.0%
117 NUBD NUSHARES ETF TR 12,602.0 $282K 0.11% +575.0 +4.8% $22.41 -1.8%
118 ALL ALLSTATE CORP Financial Services 1,203.0 $259K 0.10% -53.0 -4.2% $215.19 -0.3%
119 ACN ACCENTURE PLC IRELAND Technology 1,093.0 $255K 0.10% -2K -61.9% $233.58 -23.9%
120 TLT ISHARES TR 2,870.0 $251K 0.10% +489.0 +20.5% $87.48 -3.7%
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 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%