account_balance
Investment manager · 13F filer · SEC CIK 1580212
Strategic Global Advisors, LLC
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Reported value$702Mas of Jun 30, 2026
Positions129 25 new, 38 sold out
Top 10 weight36.0%NVDA alone is 6%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
6.0%Added +4%
GOOGLAlphabet Inc.
4.6%Added +3%
SPOTSpotify Technology S.A.
4.2%Added +25%
AAPLApple Inc.
3.9%Added +5%
AVGOBroadcom Inc.
3.9%Added +5%
MUMicron Technology Inc
3.3%Added +3%
STSensata Technologies Holding PLC
2.9%Added +40%
LRCXLam Research Corp
2.7%Trimmed −27%
MSFTMicrosoft Corp
2.3%Added +3%
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.2%Added +3%
MNSTMonster Beverage Corp
2.0%Added +6%
MSCIMSCI Inc.
1.8%Added +56%
NVDANVIDIA Corp
6.0%Added +4%
GOOGLAlphabet Inc.
4.6%Added +3%
SPOTSpotify Technology S.A.
4.2%Added +25%
AAPLApple Inc.
3.9%Added +5%
AVGOBroadcom Inc.
3.9%Added +5%
MUMicron Technology Inc
3.3%
STSensata Technologies Holding PLC
2.9%
LRCXLam Research Corp
2.7%
MSFTMicrosoft Corp
2.3%
TSM2.2%MNSTMSCIBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 6.0% Added +4%GOOGL Alphabet Inc. 4.6% Added +3%SPOT Spotify Technology S.A. 4.2% Added +25%AAPL Apple Inc. 3.9% Added +5%AVGO Broadcom Inc. 3.9% Added +5%MU Micron Technology Inc 3.3% Added +3%ST Sensata Technologies Holding PLC 2.9% Added +40%LRCX Lam Research Corp 2.7% Trimmed −27%MSFT Microsoft Corp 2.3% Added +3%TSM Taiwan Semiconductor Manufacturing Co Ltd 2.2% Added +3%MNST Monster Beverage Corp 2.0% Added +6%MSCI MSCI Inc. 1.8% Added +56%
What changed
Biggest moves since Mar 31, 2026
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