Sgl Investment Advisors, Inc. Top Holdings and 13F Report (2026) About Sgl Investment Advisors, Inc.Investment ActivitySgl Investment Advisors, Inc. has $266.48 million in total holdings as of March 31, 2026.Sgl Investment Advisors, Inc. owns shares of 126 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 8.79% of the portfolio was purchased this quarter.About 5.51% of the portfolio was sold this quarter.This quarter, Sgl Investment Advisors, Inc. has purchased 126 new stocks and bought additional shares in 68 stocks.Sgl Investment Advisors, Inc. sold shares of 51 stocks and completely divested from 2 stocks this quarter.Largest Holdings Apple $11,304,367Schwab International Equity ETF $10,686,953iShares S&P 500 Growth ETF $10,199,268Microsoft $9,828,654NVIDIA $8,732,834 Largest New Holdings this Quarter 127387108 - Cadence Design Systems $266,230 Holding97717X578 - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund $245,959 Holding Largest Purchases this Quarter Schwab International Equity ETF 309,500 shares (about $8.47M)Texas Instruments 13,254 shares (about $3.95M)Yelp 79,667 shares (about $2.01M)Vanguard Intermediate-Term Corporate Bond ETF 16,664 shares (about $1.38M)SPDR S&P 500 ETF Trust 1,346 shares (about $995.10K) Largest Sales this Quarter Alphabet 8,642 shares (about $3.34M)SS&C Technologies 44,278 shares (about $2.97M)Apple 6,653 shares (about $1.95M)Travelers Companies 5,073 shares (about $1.51M)Cummins 1,794 shares (about $1.26M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSgl Investment Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$11,304,367$1,947,182 â–¼-14.7%38,6244.2%Computer and TechnologySCHFSchwab International Equity ETF$10,686,953$8,467,920 â–²381.6%390,6054.0%ETFIVWiShares S&P 500 Growth ETF$10,199,268$974,181 â–²10.6%74,8683.8%ETFMSFTMicrosoft$9,828,654$139,065 â–²1.4%23,8183.7%Computer and TechnologyNVDANVIDIA$8,732,834$5,267 â–¼-0.1%39,7963.3%Computer and TechnologyCMICummins$6,747,644$1,260,572 â–¼-15.7%9,6032.5%Auto/Tires/TrucksCVXChevron$6,625,260$57,638 â–¼-0.9%35,8632.5%EnergyJNJJohnson & Johnson$6,531,069$401,009 â–¼-5.8%29,4952.5%MedicalJPMJPMorgan Chase & Co.$6,321,600$146,700 â–¼-2.3%21,0722.4%FinanceWALMART INC$6,192,723$160,381 â–²2.7%48,5362.3%COMMAMastercard$6,168,364$4,978 â–¼-0.1%12,3912.3%Business ServicesSPYSPDR S&P 500 ETF Trust$6,016,423$995,098 â–²19.8%8,1382.3%FinanceBRK.BBerkshire Hathaway$5,921,004$30,691 â–²0.5%12,3472.2%FinanceIBMInternational Business Machines$5,594,786$104,398 â–²1.9%25,0272.1%Computer and TechnologyTXNTexas Instruments$5,551,140$3,946,511 â–²245.9%18,6432.1%Computer and TechnologyIAUiShares Gold Trust$5,420,726$163,336 â–²3.1%60,8662.0%FinancePANWPalo Alto Networks$5,372,053$49,996 â–²0.9%25,1432.0%Computer and TechnologyGOOGAlphabet$5,371,849$3,342,467 â–¼-38.4%13,8892.0%Computer and TechnologyDGXQuest Diagnostics$5,363,651$45,744 â–¼-0.8%28,2582.0%MedicalHDHome Depot$5,143,036$72,244 â–²1.4%16,5161.9%Retail/WholesaleMETAMeta Platforms$4,689,074$133,546 â–²2.9%7,8301.8%Computer and TechnologyORLYO'Reilly Automotive$4,314,004$68,238 â–²1.6%47,2251.6%Retail/WholesaleTRVTravelers Companies$4,311,653$1,507,340 â–¼-25.9%14,5111.6%FinanceETNEaton$4,279,247$43,995 â–¼-1.0%10,2131.6%IndustrialsYELPYelp$4,215,819$2,013,982 â–²91.5%166,7651.6%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$4,131,778$1,378,279 â–²50.1%49,9551.6%ETFLHXL3Harris Technologies$4,053,606$74,680 â–²1.9%13,4071.5%AerospacePSAPublic Storage$3,980,986$154,529 â–¼-3.7%12,7781.5%FinanceADBEAdobe$3,669,850$86,645 â–¼-2.3%14,9091.4%Computer and TechnologySCHWCharles Schwab$3,457,340$67,980 â–¼-1.9%39,3641.3%FinanceKRKroger$3,327,091$40,824 â–¼-1.2%51,3441.2%Retail/WholesaleNULGNuveen ESG Large-Cap Growth ETF$3,003,053$274,395 â–²10.1%27,5031.1%ETFIWOiShares Russell 2000 Growth ETF$2,956,756$262,085 â–²9.7%7,9311.1%ETFGOOGLAlphabet$2,940,639$30,705 â–¼-1.0%7,5661.1%Computer and TechnologyOMCOmnicom Group$2,938,816$23,447 â–²0.8%39,1061.1%Business ServicesSCHHSchwab U.S. REIT ETF$2,566,573$275,464 â–²12.0%108,9841.0%ETFSTESTERIS$2,381,224$23,818 â–¼-1.0%11,7970.9%MedicalMUMicron Technology$2,273,848$93,849 â–¼-4.0%2,8590.9%Computer and TechnologyRMDResMed$2,235,454$15,702 â–¼-0.7%11,2470.8%MedicalJNKSPDR Bloomberg High Yield Bond ETF$2,006,538$537,466 â–²36.6%20,8320.8%FinanceAMDAdvanced Micro Devices$1,862,687$53,678 â–¼-2.8%4,0600.7%Computer and TechnologyAMATApplied Materials$1,851,226$88,280 â–¼-4.6%4,1730.7%Computer and TechnologyTSCOTractor Supply$1,783,570$22,264 â–¼-1.2%58,9610.7%Retail/WholesaleAMZNAmazon.com$1,658,054$102,216 â–¼-5.8%6,1640.6%Retail/WholesaleEFGiShares MSCI EAFE Growth ETF$1,536,615$206,567 â–²15.5%12,6460.6%ETFTELADOC HEALTH INC$1,320,431$14,405 â–¼-1.1%1,375,0000.5%NOTE 1.250% 6/0IJHiShares Core S&P Mid-Cap ETF$1,311,691$170,602 â–²15.0%17,7760.5%ETFINTCIntel$1,202,548$43,364 â–¼-3.5%9,2900.5%Computer and TechnologyISCViShares Morningstar Small-Cap Value ETF$1,185,269$158,794 â–²15.5%15,9510.4%ETFESGFlexShares STOXX US ESG Select Index Fund$1,182,979$128,774 â–²12.2%6,9450.4%ETFCSCOCisco Systems$1,177,345$3,357 â–²0.3%11,9260.4%Computer and TechnologyAVGOBroadcom$1,147,764$33,846 â–¼-2.9%2,6790.4%Computer and TechnologySCHPSchwab U.S. TIPS ETF$1,130,895$318,065 â–²39.1%42,1190.4%ETFENPHASE ENERGY INC$1,129,914$50,117 â–¼-4.2%1,240,0000.4%NOTE 3/0NUSCNuveen ESG Small-Cap ETF$1,121,004$108,935 â–²10.8%22,8450.4%ETFAMGNAmgen$1,059,632$8,240 â–¼-0.8%3,2150.4%MedicalNUDMNuveen ESG International Developed Markets Equity ETF$1,046,240$113,350 â–²12.2%26,9060.4%ETFCOSTCostco Wholesale$1,002,771$29,993 â–²3.1%1,0030.4%Retail/WholesaleKOCocaCola$977,708$4,719 â–¼-0.5%12,4300.4%Consumer StaplesVSSVanguard FTSE All-World ex-US Small-Cap ETF$945,659$100,536 â–²11.9%5,8130.4%ETFVWOVanguard FTSE Emerging Markets ETF$944,379$109,004 â–²13.0%15,6380.4%ETFTMUST-Mobile US$911,118$4,771 â–¼-0.5%4,7740.3%Computer and TechnologyUNHUnitedHealth Group$905,356$8,842 â–¼-1.0%2,3550.3%MedicalGSThe Goldman Sachs Group$891,948$50,078 â–¼-5.3%9440.3%FinanceMRKMerck & Co., Inc.$884,231$2,226 â–²0.3%7,9460.3%MedicalMSMorgan Stanley$882,309$17,390 â–¼-1.9%4,6170.3%FinanceGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$846,353$18,182 â–¼-2.1%4,2360.3%ETFORCLOracle$812,771$12,600 â–²1.6%4,1930.3%Computer and TechnologyLLYEli Lilly and Company$771,658$13,538 â–²1.8%7980.3%MedicalVOTVanguard Mid-Cap Growth ETF$770,720$92,603 â–²13.7%2,6550.3%ETFPGProcter & Gamble$765,829$7,311 â–¼-0.9%5,3420.3%Consumer StaplesAXPAmerican Express$740,823$1,562 â–²0.2%2,3720.3%FinanceVVisa$733,543$7,773 â–²1.1%2,2650.3%Business ServicesSCHVSchwab U.S. Large-Cap Value ETF$724,159$196,891 â–²37.3%22,0310.3%ETFWFCWells Fargo & Company$717,699$21,338 â–²3.1%9,7540.3%FinanceCMCSAComcast$717,660$16,194 â–¼-2.2%28,6720.3%Consumer DiscretionaryABBVAbbVie$714,597$71,784 â–¼-9.1%3,5240.3%MedicalMCDMcDonald's$683,611$5,768 â–¼-0.8%2,4890.3%Retail/WholesaleDISWalt Disney$682,251$27,437 â–²4.2%6,5150.3%Consumer DiscretionaryCATCaterpillar$665,435$31,511 â–¼-4.5%7180.2%IndustrialsTSLATesla$665,275$12,460 â–¼-1.8%1,4950.2%Auto/Tires/TrucksLAM RESEARCH CORP$638,580$38,783 â–¼-5.7%2,1570.2%COM NEWVNQIVanguard Global ex-U.S. Real Estate ETF$615,884$104,782 â–²20.5%12,8900.2%ETFBLACKROCK INC$588,238$6,488 â–¼-1.1%5440.2%COMAMPLIFY ETF TR$587,150$47,865 â–²8.9%7,9120.2%AMPLIFY ETHO CLIUNILEVER PLC$572,801$286 â–¼0.0%10,0070.2%SPON ADR NEWXOMExxonMobil$548,023$70,355 â–¼-11.4%3,6610.2%EnergyADPAutomatic Data Processing$541,875$168,913 â–²45.3%2,5600.2%Computer and TechnologyQCOMQualcomm$527,792$9,026 â–²1.7%2,2220.2%Computer and TechnologyPCYInvesco Emerging Markets Sovereign Debt ETF$520,013$91,003 â–²21.2%24,0970.2%ETFCCitigroup$504,407$30,707 â–²6.5%4,0080.2%Financial ServicesABTAbbott Laboratories$503,946$7,018 â–²1.4%6,1040.2%MedicalNFLXNetflix$500,224$16,663 â–¼-3.2%5,8540.2%Consumer DiscretionaryCRMSalesforce$498,392$11,359 â–¼-2.2%2,8080.2%Computer and TechnologyPALANTIR TECHNOLOGIES INC$447,493$13,963 â–²3.2%3,2690.2%CL AVZVerizon Communications$447,363$65,697 â–²17.2%9,4720.2%Computer and TechnologyRTXRTX$435,987$15,003 â–²3.6%2,4410.2%AerospacePMPhilip Morris International$433,240$18,939 â–²4.6%2,3790.2%Consumer StaplesSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$428,357$48,012 â–²12.6%17,1480.2%ManufacturingGEGE Aerospace$423,785$4,512 â–²1.1%1,4090.2%AerospaceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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