Sgl Investment Advisors, Inc. Top Holdings and 13F Report (2026)

About Sgl Investment Advisors, Inc.

Investment Activity

Sgl Investment Advisors, Inc. has $289.89 million in total holdings as of June 30, 2026.
Sgl Investment Advisors, Inc. owns shares of 131 different stocks, but just 45 companies or ETFs make up 80% of its holdings.
Approximately 9.42% of the portfolio was purchased this quarter.
About 7.49% 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 43 stocks and completely divested from 12 stocks this quarter.

Largest Holdings

Microsoft: $12,580,223
Apple: $11,730,756
iShares S&P 500 Growth ETF: $11,668,293
Schwab International Equity ETF: $11,613,439
NVIDIA: $8,777,055

Largest New Holdings this Quarter

806857108 - SLB: $3,059,160 Holding
573874104 - Marvell Technology: $855,513 Holding
24703L202 - Dell Technologies: $834,257 Holding
958102105 - Western Digital: $696,961 Holding
92532F100 - Vertex Pharmaceuticals: $546,438 Holding

Largest Purchases this Quarter

LAM RESEARCH CORP: 13,592 shares (about $4.16M)
SLB: 57,503 shares (about $3.06M)
Vanguard Intermediate-Term Corporate Bond ETF: 13,290 shares (about $1.08M)
iShares S&P 500 Growth ETF: 7,448 shares (about $1.06M)
SPDR S&P 500 ETF Trust: 1,118 shares (about $864.25K)

Largest Sales this Quarter

Palo Alto Networks: 4,373 shares (about $1.68M)
Alphabet: 3,620 shares (about $1.29M)
WALMART INC: 9,524 shares (about $1.07M)
Schwab U.S. REIT ETF: 40,401 shares (about $960.33K)
Micron Technology: 1,115 shares (about $960.02K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$12,580,223	$526,812 â–²	4.4%	24,859	4.3%	Technology
AAPL Apple	$11,730,756	$175,399 â–¼	-1.5%	38,055	4.0%	Technology
IVW iShares S&P 500 Growth ETF	$11,668,293	$1,055,754 â–²	9.9%	82,316	4.0%	ETF
SCHF Schwab International Equity ETF	$11,613,439	$645,250 â–²	5.9%	413,584	4.0%	ETF
NVDA NVIDIA	$8,777,055	$119,435 â–²	1.4%	40,345	3.0%	Technology
PANW Palo Alto Networks	$7,997,281	$1,683,780 â–¼	-17.4%	20,770	2.8%	Technology
JPM JPMorgan Chase & Co.	$7,745,919	$164,424 â–²	2.2%	21,529	2.7%	Finance
JNJ Johnson & Johnson	$7,686,728	$35,344 â–¼	-0.5%	29,360	2.7%	Healthcare
SPY SPDR S&P 500 ETF Trust	$7,155,166	$864,248 â–²	13.7%	9,256	2.5%	ETF
CVX Chevron	$6,999,059	$8,966 â–²	0.1%	35,909	2.4%	Energy
MA Mastercard	$6,988,377	$10,137 â–²	0.1%	12,409	2.4%	Finance
BRK.B Berkshire Hathaway	$6,588,632	$51,883 â–²	0.8%	12,445	2.3%	Finance
DGX Quest Diagnostics	$6,484,923	$230,026 â–¼	-3.4%	27,290	2.2%	Healthcare
CMI Cummins	$6,184,416	$88,240 â–²	1.4%	9,742	2.1%	Industrials
IBM International Business Machines	$6,064,660	$150,529 â–²	2.5%	25,664	2.1%	Technology
HD Home Depot	$6,003,759	$210,123 â–²	3.6%	17,115	2.1%	Consumer Discretionary
TXN Texas Instruments	$5,618,615	$390,372 â–²	7.5%	20,035	1.9%	Technology
TRV Travelers Companies	$5,517,482	$66,860 â–²	1.2%	14,689	1.9%	Finance
IAU iShares Gold Trust	$5,464,720	$442,666 â–²	8.8%	66,231	1.9%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$5,127,272	$1,077,420 â–²	26.6%	63,245	1.8%	ETF
ETN Eaton	$5,112,590	$568,214 â–²	12.5%	11,490	1.8%	Industrials
GOOG Alphabet	$4,937,636	$4,626 â–¼	-0.1%	13,876	1.7%	Communication Services
LAM RESEARCH CORP	$4,825,494	$4,164,589 â–²	630.1%	15,749	1.7%	COM NEW
META Meta Platforms	$4,676,071	$17,848 â–²	0.4%	7,860	1.6%	Communication Services
WALMART INC	$4,395,122	$1,072,981 â–¼	-19.6%	39,012	1.5%	COM
SCHW Charles Schwab	$4,355,453	$104,534 â–²	2.5%	40,332	1.5%	Finance
ORLY O'Reilly Automotive	$4,275,137	$80,425 â–¼	-1.8%	46,353	1.5%	Consumer Discretionary
YELP Yelp	$4,107,681	$13,601 â–²	0.3%	167,319	1.4%	Communication Services
PSA Public Storage	$4,090,918	$71,005 â–¼	-1.7%	12,560	1.4%	Real Estate
LHX L3Harris Technologies	$3,896,444	$12,168 â–²	0.3%	13,449	1.3%	Industrials
IWO iShares Russell 2000 Growth ETF	$3,357,537	$280,150 â–²	9.1%	8,653	1.2%	ETF
OMC Omnicom Group	$3,269,183	$41,140 â–¼	-1.2%	38,620	1.1%	Communication Services
NULG Nuveen ESG Large-Cap Growth ETF	$3,064,928	$136,421 â–¼	-4.3%	26,331	1.1%	ETF
SLB SLB	$3,059,160	$3,059,160 â–²	New Holding	57,503	1.1%	Energy
STE STERIS	$2,767,295	$51,127 â–¼	-1.8%	11,583	1.0%	Healthcare
KR Kroger	$2,764,301	$135,608 â–¼	-4.7%	48,943	1.0%	Consumer Staples
JNK SPDR Bloomberg High Yield Bond ETF	$2,468,535	$475,954 â–²	23.9%	25,808	0.9%	ETF
RMD ResMed	$2,290,500	$184,402 â–¼	-7.5%	10,409	0.8%	Healthcare
AMZN Amazon.com	$1,890,734	$176,587 â–²	10.3%	6,799	0.7%	Consumer Discretionary
EFG iShares MSCI EAFE Growth ETF	$1,844,453	$251,436 â–²	15.8%	14,642	0.6%	ETF
AMAT Applied Materials	$1,752,235	$426,572 â–¼	-19.6%	3,356	0.6%	Technology
SCHH Schwab U.S. REIT ETF	$1,630,218	$960,332 â–¼	-37.1%	68,583	0.6%	ETF
IJH iShares Core S&P Mid-Cap ETF	$1,562,664	$184,313 â–²	13.4%	20,153	0.5%	ETF
MU Micron Technology	$1,501,584	$960,015 â–¼	-39.0%	1,744	0.5%	Technology
ISCV iShares Morningstar Small-Cap Value ETF	$1,455,265	$164,510 â–²	12.7%	17,984	0.5%	ETF
GOOGL Alphabet	$1,410,952	$1,294,386 â–¼	-47.8%	3,946	0.5%	Communication Services
SCHP Schwab U.S. TIPS ETF	$1,342,760	$251,457 â–²	23.0%	51,824	0.5%	ETF
AMGN Amgen	$1,332,120	$9,178 â–¼	-0.7%	3,193	0.5%	Healthcare
AMD Advanced Micro Devices	$1,302,090	$604,324 â–¼	-31.7%	2,773	0.4%	Technology
TELADOC HEALTH INC	$1,281,484	$48,358 â–¼	-3.6%	1,325,000	0.4%	NOTE 1.250% 6/0
ESG FlexShares STOXX US ESG Select Index Fund	$1,244,921	$21,518 â–¼	-1.7%	6,827	0.4%	ETF
AVGO Broadcom	$1,222,848	$91,238 â–²	8.1%	2,895	0.4%	Technology
CSCO Cisco Systems	$1,216,584	$245,131 â–¼	-16.8%	9,926	0.4%	Technology
NUSC Nuveen ESG Small-Cap ETF	$1,190,648	$8,715 â–¼	-0.7%	22,679	0.4%	ETF
LLY Eli Lilly and Company	$1,137,081	$153,993 â–²	15.7%	923	0.4%	Healthcare
NUDM Nuveen ESG International Developed Markets Equity ETF	$1,119,096	$6,533 â–²	0.6%	27,064	0.4%	ETF
ENPHASE ENERGY INC	$1,112,306	$37,077 â–¼	-3.2%	1,200,000	0.4%	NOTE 3/0
MRK Merck & Co., Inc.	$1,073,151	$32,861 â–²	3.2%	8,197	0.4%	Healthcare
VWO Vanguard FTSE Emerging Markets ETF	$1,063,618	$120,177 â–²	12.7%	17,630	0.4%	ETF
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	$1,056,078	$135,415 â–²	14.7%	6,668	0.4%	ETF
MS Morgan Stanley	$1,037,245	$43,066 â–²	4.3%	4,817	0.4%	Finance
SCHV Schwab U.S. Large-Cap Value ETF	$995,079	$227,078 â–²	29.6%	28,545	0.3%	ETF
ABBV AbbVie	$967,331	$93,485 â–²	10.7%	3,901	0.3%	Healthcare
V Visa	$948,104	$129,714 â–²	15.8%	2,624	0.3%	Finance
VOT Vanguard Mid-Cap Growth ETF	$916,421	$105,929 â–²	13.1%	3,002	0.3%	ETF
PG Procter & Gamble	$855,795	$73,513 â–²	9.4%	5,844	0.3%	Consumer Staples
MRVL Marvell Technology	$855,513	$855,513 â–²	New Holding	4,102	0.3%	Technology
LINDE PLC	$855,403	$478,671 â–²	127.1%	1,737	0.3%	SHS
DELL Dell Technologies	$834,257	$834,257 â–²	New Holding	1,822	0.3%	Technology
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	$795,861	$11,481 â–²	1.5%	4,298	0.3%	ETF
BANK OF NY MELLON CORP	$768,612	$449,752 â–²	141.1%	4,821	0.3%	COM
KO CocaCola	$754,382	$325,416 â–¼	-30.1%	8,684	0.3%	Consumer Staples
VNQI Vanguard Global ex-U.S. Real Estate ETF	$744,578	$157,281 â–²	26.8%	16,342	0.3%	ETF
BAC Bank of America	$741,989	$224,148 â–²	43.3%	11,619	0.3%	Finance
NFLX Netflix	$735,207	$288,605 â–²	64.6%	9,637	0.3%	Communication Services
COST Costco Wholesale	$731,074	$224,946 â–¼	-23.5%	767	0.3%	Consumer Staples
INTC Intel	$697,989	$208,022 â–¼	-23.0%	7,157	0.2%	Technology
WDC Western Digital	$696,961	$696,961 â–²	New Holding	1,590	0.2%	Technology
ADP Automatic Data Processing	$683,640	$16,968 â–¼	-2.4%	2,498	0.2%	Industrials
GE GE Aerospace	$657,493	$140,813 â–²	27.3%	1,793	0.2%	Industrials
XOM ExxonMobil	$644,887	$59,919 â–²	10.2%	4,036	0.2%	Energy
UNILEVER PLC	$639,223	$10,183 â–²	1.6%	10,169	0.2%	SPON ADR NEW
AMPLIFY ETF TR	$635,251	$16,643 â–¼	-2.6%	7,710	0.2%	ETHO CLI LEA ETF
GS The Goldman Sachs Group	$635,189	$341,388 â–¼	-35.0%	614	0.2%	Finance
PALANTIR TECHNOLOGIES INC	$633,807	$60,980 â–²	10.6%	3,617	0.2%	CL A
BLACKROCK INC	$613,219	$2,263 â–¼	-0.4%	542	0.2%	COM
UNH UnitedHealth Group	$605,753	$356,830 â–¼	-37.1%	1,482	0.2%	Healthcare
PCY Invesco Emerging Markets Sovereign Debt ETF	$604,349	$95,420 â–²	18.7%	28,615	0.2%	ETF
TSLA Tesla	$591,283	$96,617 â–²	19.5%	1,787	0.2%	Consumer Discretionary
RTX RTX	$582,488	$35,411 â–²	6.5%	2,599	0.2%	Industrials
CAT Caterpillar	$556,153	$45,229 â–¼	-7.5%	664	0.2%	Industrials
ORCL Oracle	$553,749	$79,603 â–¼	-12.6%	3,666	0.2%	Technology
VRTX Vertex Pharmaceuticals	$546,438	$546,438 â–²	New Holding	1,043	0.2%	Healthcare
WFC Wells Fargo & Company	$543,849	$309,821 â–¼	-36.3%	6,214	0.2%	Finance
GE VERNOVA INC	$530,105	$530,105 â–²	New Holding	535	0.2%	COM
BKNG Booking	$500,694	$500,694 â–²	New Holding	2,352	0.2%	Consumer Discretionary
PM Philip Morris International	$488,436	$45,942 â–²	10.4%	2,626	0.2%	Consumer Staples
VZ Verizon Communications	$447,161	$1,693 â–²	0.4%	9,508	0.2%	Communication Services
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF	$438,917	$13,304 â–²	3.1%	17,684	0.2%	ETF
LOW Lowe's Companies	$431,850	$431,850 â–²	New Holding	1,973	0.1%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

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Sgl Investment Advisors, Inc. Top Holdings and 13F Report (2026)

About Sgl Investment Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Sgl Investment Advisors, Inc. Top Holdings and 13F Report (2026)

About Sgl Investment Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSgl Investment Advisors, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools