StockDriftsStockDriftsTop 10 Spg Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 29.28% | 6.8K | $1.6M | -35.69%(-3.78K) | $206.06(+28.67%) | 2026-06-30 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 13.56% | 2.7K | $753K | new | $289.18(-18.00%) | 2026-06-30 | |
| AAPL | APPLE INC | 12.42% | 2.4K | $689K | -3.21%(-79) | $214.10(+42.58%) | 2026-06-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 8.88% | 527 | $493K | -1.86%(-10) | $959.80(+0.21%) | 2026-06-30 | |
| SGOV | ISHARES TR | 8.75% | 4.8K | $486K | -12.58%(-694) | $100.62(-0.09%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 7% | 1.1K | $389K | +0.10%(+1) | $289.63(+32.69%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 6.14% | 681 | $341K | -1.30%(-9) | $505.55(+0.27%) | 2026-06-30 | |
| BIL | SPDR SERIES TRUST | 5.83% | 3.5K | $324K | -13.01%(-528) | $91.72(-0.22%) | 2026-06-30 | |
| BA | BOEING CO | 4.09% | 1.0K | $227K | +0.00%(+0) | $191.42(+20.33%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.05% | 301 | $225K | new | $674.25(+15.37%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (4 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +4.48% |
| Top 20 Holdings Unweighted | — | — | — | — | +4.93% |
Spg Advisors LLC reports $5.55M in US-listed equity holdings across 10 positions in its most recent 13F filing. Its largest disclosed positions are AMZN (29.3%), IBM (13.6%) and AAPL (12.4%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +4.48% cumulatively over 4 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 Spg Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1843253). View Spg Advisors LLC’s 13F filings on SEC