account_balance
Investment manager · 13F filer · SEC CIK 2043186
SGL Investment Advisors, Inc.
Reported value$284Mas of Sep 30, 2026
Positions133 3 new, 1 sold out
Top 10 weight34.0%MSFT alone is 5%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
5.0%Added +8%
AAPLApple Inc.
4.6%
SCHFSchwab Strategic Tr
4.1%Added +5%
IVWiShares Tr
4.0%Added +6%
MAMastercard Inc
2.9%Added +3%
JNJJohnson & Johnson
2.9%Added +2%
NVDANVIDIA Corp
2.7%Added +2%
SPYSPDR S&P 500 ETF Trust
2.7%Added +12%
BRK-BBerkshire Hathaway Inc
2.5%
JPMJPMorgan Chase & Co
2.5%
CVXChevron Corp
2.3%Trimmed −14%
IBMInternational Business Machines Corp
2.2%
MSFTMicrosoft Corp
5.0%Added +8%
AAPLApple Inc.
4.6%
SCHFSchwab Strategic Tr
4.1%+5%
IVWiShares Tr
4.0%+6%
MAMastercard Inc
2.9%+3%
JNJJohnson & Johnson
2.9%
NVDANVIDIA Corp
2.7%
SPYSPDR S&P 500 ETF Trust
2.7%
BRK-BBerkshire Hathaway Inc
2.5%
JPM2.5%CVX2.3%IBM2.2%Boxes 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
MSFT Microsoft Corp 5.0% Added +8%AAPL Apple Inc. 4.6% Held
SCHF Schwab Strategic Tr 4.1% Added +5%
IVW iShares Tr 4.0% Added +6%
MA Mastercard Inc 2.9% Added +3%JNJ Johnson & Johnson 2.9% Added +2%NVDA NVIDIA Corp 2.7% Added +2%SPY SPDR S&P 500 ETF Trust 2.7% Added +12%BRK-B Berkshire Hathaway Inc 2.5% HeldJPM JPMorgan Chase & Co 2.5% HeldCVX Chevron Corp 2.3% Trimmed −14%IBM International Business Machines Corp 2.2% HeldWhat changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.