SGL Investment Advisors, Inc.
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 59.4%; sector active share 12.8% against the combined 13F book's sector weights.
Over time 8 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
129 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 26.2% | $72,602,427 |
| Unclassified | 23.8% | $65,888,649 |
| Financial Services | 12.6% | $34,797,961 |
| Healthcare | 9.1% | $25,137,218 |
| Communication Services | 7.0% | $19,460,917 |
| Industrials | 6.9% | $19,195,869 |
| Consumer Cyclical | 5.0% | $13,822,760 |
| Consumer Defensive | 3.8% | $10,502,949 |
| Energy | 3.3% | $9,177,390 |
| Real Estate | 1.7% | $4,673,919 |
| Basic Materials | 0.3% | $901,398 |
| Utilities | 0.3% | $770,031 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SCHF | Schwab International Equity ETF | +22,979 | 413,584 | $11,456,276 | |
| LRCX | Lam Research Corp | +13,592 | 15,749 | $6,824,514 | |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | +13,290 | 63,245 | $5,227,199 | |
| SCHP | Schwab U.S. TIPS ETF | +9,705 | 51,824 | $1,373,336 | |
| IVW | iShares S&P 500 Growth ETF | +7,448 | 82,316 | $11,320,919 | |
| SCHV | Schwab U.S. Large-Cap Value ETF | +6,514 | 28,545 | $993,651 | |
| IAU | Ishares Gold Trust | +5,365 | 66,231 | $5,001,102 | |
| JNK | State Street(R) SPDR(R) Bloomberg High Yield Bond ETF | +4,976 | 25,808 | $2,487,116 | |
| PCY | Invesco Ltd. | +4,518 | 28,615 | $619,514 | |
| T | At&T Inc. | +3,826 | 17,880 | $370,116 | |
| NFLX | Netflix Inc | +3,783 | 9,637 | $688,081 | |
| BAC | Bank Of America Corp | +3,510 | 11,619 | $662,050 | |
| VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND | +3,452 | 16,342 | $732,938 | |
| BNY | Bank of New York Mellon Corp | +2,821 | 4,821 | $697,164 | |
| IJH | iShares Core S&P Mid-Cap ETF | +2,377 | 20,153 | $1,553,997 | |
| ISCV | iShares Morningstar Small-Cap Value ETF | +2,033 | 17,984 | $1,408,506 | |
| EFG | iShares MSCI EAFE Growth ETF | +1,996 | 14,642 | $0 | |
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | +1,992 | 17,630 | $1,052,334 | |
| TXN | Texas Instruments Inc | +1,392 | 20,035 | $5,971,832 | |
| ETN | Eaton Corp plc | +1,277 | 11,490 | $4,896,118 | |
| UBER | Uber Technologies, Inc | +1,180 | 5,528 | $398,900 | |
| SPY | Spdr S&P 500 ETF Trust | +1,118 | 9,256 | $6,912,103 | |
| MSFT | Microsoft Corp | +1,041 | 24,859 | $9,272,904 | |
| LIN | Linde PLC | +972 | 1,737 | $901,398 | |
| SCHW | Schwab Charles Corp | +968 | 40,332 | $3,721,433 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SCHH | Schwab U.S. REIT ETF | −40,401 | 68,583 | $1,624,045 | |
| WMT | Walmart Inc. | −9,524 | 39,012 | $4,418,499 | |
| PANW | Palo Alto Networks Inc | −4,373 | 20,770 | $7,082,985 | |
| KO | Coca Cola Co | −3,746 | 8,684 | $705,748 | |
| GOOGL | Alphabet Inc. | −3,620 | 3,946 | $1,410,182 | |
| WFC | Wells Fargo & Company | −3,540 | 6,214 | $513,524 | |
| TMUS | T-Mobile US, Inc. | −2,721 | 2,053 | $344,349 | |
| KR | Kroger Co | −2,401 | 48,943 | $2,717,804 | |
| ABT | Abbott Laboratories | −2,187 | 3,917 | $355,428 | |
| INTC | Intel Corp | −2,133 | 7,157 | $999,331 | |
| CSCO | Cisco Systems, Inc. | −2,000 | 9,926 | $1,165,907 | |
| MCD | Mcdonalds Corp | −1,410 | 1,079 | $291,664 | |
| AMD | Advanced Micro Devices Inc | −1,287 | 2,773 | $1,610,863 | |
| NULG | Nuveen ESG Large-Cap Growth ETF | −1,172 | 26,331 | $3,082,306 | |
| MU | Micron Technology Inc | −1,115 | 1,744 | $2,013,081 | |
| DGX | Quest Diagnostics Inc | −968 | 27,290 | $5,784,115 | |
| CRM | Salesforce, Inc. | −930 | 1,878 | $294,207 | |
| UNH | Unitedhealth Group Inc | −873 | 1,482 | $615,963 | |
| ORLY | O Reilly Automotive Inc | −872 | 46,353 | $4,268,647 | |
| RMD | Resmed Inc | −838 | 10,409 | $2,028,505 | |
| AMAT | Applied Materials Inc | −817 | 3,356 | $2,426,388 | |
| AAPL | Apple Inc. | −569 | 38,055 | $11,011,594 | |
| ORCL | Oracle Corp | −527 | 3,666 | $537,252 | |
| OMC | Omnicom Group Inc. | −486 | 38,620 | $2,812,694 | |
| GS | Goldman Sachs Group Inc | −330 | 614 | $620,981 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SLB | Slb Limited | 57,503 | $2,673,314 | |
| MRVL | Marvell Technology, Inc. | 4,102 | $1,221,944 | |
| WDC | Western Digital Corp | 1,590 | $1,015,564 | |
| DELL | Dell Technologies Inc. | 1,822 | $786,120 | |
| GEV | GE Vernova Inc. | 535 | $628,550 | |
| KLAC | Kla Corp | 1,934 | $583,507 | |
| VRTX | Vertex Pharmaceuticals Inc | 1,043 | $518,089 | |
| STX | Seagate Technology Holdings plc | 484 | $467,060 | |
| LOW | Lowes Companies Inc | 1,973 | $435,026 | |
| BKNG | Booking Holdings Inc. | 2,352 | $419,220 | |
| DE | Deere & Co | 642 | $407,239 | |
| SO | Southern Co | 3,828 | $366,377 | |
| EQIX | Equinix Inc | 345 | $359,624 | |
| BMY | Bristol Myers Squibb Co | 6,206 | $357,589 | |
| MDT | Medtronic plc | 4,467 | $349,453 | |
| FTNT | Fortinet, Inc. | 2,150 | $330,283 | |
| PLD | Prologis, Inc. | 2,335 | $316,322 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ADBE | Adobe Inc. | 14,909 | $3,624,079 | |
| TSCO | Tractor Supply Co | 58,961 | $2,670,933 | |
| CMCSA | Comcast Corp | 28,672 | $823,173 | |
| AXP | American Express Co | 2,372 | $717,482 | |
| DIS | Walt Disney Co | 6,515 | $627,915 | |
| C | Citigroup Inc | 4,008 | $454,547 | |
| PEP | Pepsico Inc | 2,447 | $379,994 | |
| TMO | Thermo Fisher Scientific Inc. | 674 | $331,291 | |
| DHR | Danaher Corp | 1,727 | $327,439 | |
| APP | AppLovin Corp | 800 | $318,400 | |
| INTU | Intuit Inc. | 560 | $242,132 | |
| KBDC | Kayne Anderson BDC, Inc. | 15,799 | $216,762 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SCHF |
Schwab International Equity ETF
|
Added | 413,584 | $11,456,276 | 4.14% | |
| IVW |
iShares S&P 500 Growth ETF
|
Added | 82,316 | $11,320,919 | 4.09% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 38,055 | $11,011,594 | 3.98% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 24,859 | $9,272,904 | 3.35% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 40,345 | $8,072,631 | 2.92% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 29,360 | $7,456,559 | 2.69% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 25,664 | $7,216,973 | 2.61% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 20,770 | $7,082,985 | 2.56% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 21,529 | $7,047,087 | 2.54% | |
| CMI |
Cummins Inc
Industrials
|
Added | 9,742 | $6,948,091 | 2.51% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 9,256 | $6,912,103 | 2.50% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 15,749 | $6,824,514 | 2.46% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 12,409 | $6,373,262 | 2.30% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 12,445 | $6,227,353 | 2.25% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 17,115 | $6,036,118 | 2.18% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 20,035 | $5,971,832 | 2.16% | |
| CVX |
Chevron Corp
Energy
|
Added | 35,909 | $5,952,275 | 2.15% | |
| DGX |
Quest Diagnostics Inc
Healthcare
|
Reduced | 27,290 | $5,784,115 | 2.09% | |
| VCIT |
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND
|
Added | 63,245 | $5,227,199 | 1.89% | |
| IAU |
Ishares Gold Trust
|
Added | 66,231 | $5,001,102 | 1.81% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 13,876 | $4,902,807 | 1.77% | |
| ETN |
Eaton Corp plc
Industrials
|
Added | 11,490 | $4,896,118 | 1.77% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Added | 14,689 | $4,849,132 | 1.75% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 7,860 | $4,427,459 | 1.60% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 39,012 | $4,418,499 | 1.60% | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
Reduced | 46,353 | $4,268,647 | 1.54% | |
| YELP |
Yelp Inc
Communication Services
|
Added | 167,319 | $4,102,661 | 1.48% | |
| PSA |
Public Storage
Real Estate
|
Reduced | 12,560 | $3,997,973 | 1.44% | |
| LHX |
L3harris Technologies, Inc.
Industrials
|
Added | 13,449 | $3,908,144 | 1.41% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Added | 40,332 | $3,721,433 | 1.34% | |
| IWO |
iShares Russell 2000 Growth ETF
|
Added | 8,653 | $3,408,935 | 1.23% | |
| NULG |
Nuveen ESG Large-Cap Growth ETF
|
Reduced | 26,331 | $3,082,306 | 1.11% | |
| OMC |
Omnicom Group Inc.
Communication Services
|
Reduced | 38,620 | $2,812,694 | 1.02% | |
| KR |
Kroger Co
Consumer Defensive
|
Reduced | 48,943 | $2,717,804 | 0.98% | |
| SLB |
Slb Limited
Energy
|
NEW | 57,503 | $2,673,314 | 0.97% | |
| JNK |
State Street(R) SPDR(R) Bloomberg High Yield Bond ETF
|
Added | 25,808 | $2,487,116 | 0.90% | |
| STE |
STERIS plc
Healthcare
|
Reduced | 11,583 | $2,439,032 | 0.88% | |
| AMAT |
Applied Materials Inc
Technology
|
Reduced | 3,356 | $2,426,388 | 0.88% | |
| RMD |
Resmed Inc
Healthcare
|
Reduced | 10,409 | $2,028,505 | 0.73% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 1,744 | $2,013,081 | 0.73% | |
| SCHH |
Schwab U.S. REIT ETF
|
Reduced | 68,583 | $1,624,045 | 0.59% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 6,799 | $1,620,473 | 0.59% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 2,773 | $1,610,863 | 0.58% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Added | 20,153 | $1,553,997 | 0.56% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 3,946 | $1,410,182 | 0.51% | |
| ISCV |
iShares Morningstar Small-Cap Value ETF
|
Added | 17,984 | $1,408,506 | 0.51% | |
| SCHP |
Schwab U.S. TIPS ETF
|
Added | 51,824 | $1,373,336 | 0.50% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
NEW | 4,102 | $1,221,944 | 0.44% | |
| ESG |
FlexShares STOXX US ESG Select Index Fund
|
Reduced | 6,827 | $1,200,118 | 0.43% | |
| NUSC |
Nuveen ESG Small-Cap ETF
|
Reduced | 22,679 | $1,182,029 | 0.43% |
Showing the top 50 of 129 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.