SGL Investment Advisors, Inc.
Top Portfolio Positions
96 positions ·
$188,671,179 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
38,624 | $9,802,384 | 5.20% | |
| MSFT |
Microsoft Corp
Technology
|
23,818 | $8,816,709 | 4.67% | |
| CVX |
Chevron Corp
Energy
|
35,863 | $7,420,054 | 3.93% | |
| JNJ |
Johnson & Johnson
Healthcare
|
29,495 | $7,209,757 | 3.82% | |
| NVDA |
Nvidia Corp
Technology
|
39,796 | $6,940,422 | 3.68% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
21,072 | $6,198,539 | 3.29% | |
| MA |
Mastercard Inc
Financial Services
|
12,391 | $6,191,287 | 3.28% | |
| IBM |
International Business Machines Corp
Technology
|
25,027 | $6,066,294 | 3.22% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
48,536 | $6,032,054 | 3.20% | |
| DGX |
Quest Diagnostics Inc
Healthcare
|
28,258 | $5,538,002 | 2.94% |
Portfolio Trend
7 quarters · across all stocks
Holdings in KBDC
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $216,762 | 15,799 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $226,241 | 15,799 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $210,442 | 15,799 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $241,092 | 15,799 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $170,829 | 10,532 | Shares | Sole | 2025-05-09 | |
| No 13F history on record for this holder in this stock. | ||||||