StockDriftsStockDriftsTop 50 Sgl Investment Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 4.34% | 24.9K | $12.6M | +4.37%(+1.04K) | $440.09(+14.24%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.05% | 38.1K | $11.7M | -1.47%(-569) | $216.52(+41.64%) | 2026-06-30 | |
| IVW | ISHARES TR | 4.03% | 82.3K | $11.7M | +9.95%(+7.45K) | $104.35(+35.85%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 4.01% | 413.6K | $11.6M | +5.88%(+22.98K) | $23.78(+18.86%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.03% | 40.3K | $8.8M | +1.38%(+549) | $129.92(+69.68%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 2.76% | 20.8K | $8.0M | -17.39%(-4.37K) | $171.70(+120.73%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.67% | 21.5K | $7.7M | +2.17%(+457) | $213.58(+69.25%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 2.65% | 29.4K | $7.7M | -0.46%(-135) | $154.17(+70.37%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.47% | 9.3K | $7.2M | +13.74%(+1.12K) | $614.39(+25.90%) | 2026-06-30 | |
| CVX | CHEVRON CORPORATION | 2.41% | 35.9K | $7.0M | +0.13%(+46) | $151.94(+28.30%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +40.17% |
| Top 20 Holdings Unweighted | — | — | — | — | +41.90% |
Sgl Investment Advisors INC reports $289.89M in US-listed equity holdings across 131 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (4.3%), AAPL (4.0%) and IVW (4.0%). The top 20 holdings account for 53.13% of reported assets. Its disclosed equity book has returned +40.17% cumulatively over 7 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sgl Investment Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2043186). View Sgl Investment Advisors INC’s 13F filings on SEC