StockDriftsStockDriftsTop 50 SGL Investment Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.24% | 38.6K | $11.3M | -14.69%(-6.65K) | $216.52(+37.73%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 4.01% | 390.6K | $10.7M | +381.60%(+309.50K) | $23.66(+15.29%) | 2026-03-31 | |
| IVW | ISHARES TR | 3.83% | 74.9K | $10.2M | +10.56%(+7.15K) | $102.49(+35.54%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.69% | 23.8K | $9.8M | +1.44%(+337) | $443.33(-7.65%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.28% | 39.8K | $8.7M | -0.06%(-24) | $129.20(+82.47%) | 2026-03-31 | |
| CMI | CUMMINS INC | 2.53% | 9.6K | $6.7M | -15.74%(-1.79K) | $300.41(+138.49%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 2.49% | 35.9K | $6.6M | -0.86%(-312) | $151.89(+22.88%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 2.45% | 29.5K | $6.5M | -5.78%(-1.81K) | $154.17(+49.71%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.37% | 21.1K | $6.3M | -2.27%(-489) | $211.59(+41.74%) | 2026-03-31 | |
| WMT | WALMART INC | 2.32% | 48.5K | $6.2M | +2.66%(+1.26K) | $92.44(+43.30%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.12% | +69.01% |
| Top 20 Holdings Unweighted | +18.32% | +65.66% |
Sign up free to track SGL Investment Advisors, Inc., compare funds side by side, and get alerts the moment positions change.