Skip to main content

Strategic Global Advisors, LLC

CIK
1580212
City
NEWPORT BEACH
State / Country
CA

Top Portfolio Positions

141 positions · $717,671,776 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in NWG

Export CSV

Shares Held

Position Value (USD)

15 quarters on record
Report Date Value (USD) Shares
2026-03-31 $1,647,984 110,603
2025-12-31 $1,524,792 87,131
2025-09-30 $1,094,148 77,325
2025-06-30 $1,193,227 84,327
2025-03-31 $890,328 74,692
2024-12-31 $775,930 76,296
2024-09-30 $664,653 71,010
2024-06-30 $232,773 28,988
2024-03-31 $381,534 56,108
2023-12-31 $318,804 56,626
2023-09-30 $335,429 57,535
2023-06-30 $374,017 61,114
2023-03-31 $411,048 62,280
2022-12-31 $421,166 65,196
2022-09-30 $325,133 65,157