StockDriftsStockDriftsTop 50 Silver Lake Advisory LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ABBV | ABBVIE INC | 4.55% | 47.2K | $12.4M | +0.34%(+160) | $80.89(+252.57%) | 2026-09-30 | |
| VIGI | VANGUARD WHITEHALL FDS | 4.35% | 125.1K | $11.8M | -0.60%(-756) | $84.33(+15.79%) | 2026-09-30 | |
| SGOV | ISHARES TR | 4.06% | 109.5K | $11.0M | -3.20%(-3.62K) | $100.65(-0.03%) | 2026-09-30 | |
| CSCO | CISCO SYS INC | 3.78% | 95.4K | $10.3M | +0.17%(+162) | $48.66(+115.57%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.32% | 18.1K | $9.0M | +0.62%(+111) | $209.31(+161.32%) | 2026-09-30 | |
| JNJ | JOHNSON & JOHNSON | 3.12% | 32.0K | $8.5M | +0.01%(+2) | $137.08(+95.22%) | 2026-09-30 | |
| GLW | CORNING INC | 2.72% | 48.0K | $7.4M | -2.01%(-984) | $34.67(+257.58%) | 2026-09-30 | |
| KMI | KINDER MORGAN INC DEL | 2.53% | 227.8K | $6.9M | -0.62%(-1.43K) | $20.03(+68.38%) | 2026-09-30 | |
| AMAT | APPLIED MATLS INC | 2.35% | 12.5K | $6.4M | -0.65%(-82) | $117.23(+220.38%) | 2026-09-30 | |
| UNM | UNUM GROUP | 2.35% | 72.7K | $6.4M | -0.73%(-532) | $49.49(+89.23%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.85% | +47.56% | +6.56% | +37.40% |
| Top 20 Holdings Unweighted | +14.48% | +50.05% | +6.59% | +37.62% |
Silver Lake Advisory LLC reports $271.59M in US-listed equity holdings across 105 positions in its most recent 13F filing. Its largest disclosed positions are ABBV (4.5%), VIGI (4.3%) and SGOV (4.1%). The top 20 holdings account for 53.89% of reported assets. Its disclosed equity book has returned +47.56% on a three-year cumulative basis. Figures reflect the Q3 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 Silver Lake Advisory LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1596055). View Silver Lake Advisory LLC’s 13F filings on SEC