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SGL Investment Advisors, Inc.
Period ended Sep 30, 2026 · Latest filing Nov 9, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $283,725,834
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- MICROSOFT CORP · COM · 594918104 · shares: $14,311,864
- APPLE INC · COM · 037833100 · shares: $13,072,320
- SCHWAB STRATEGIC TR · INTL EQTY ETF · 808524805 · shares: $11,493,135
- ISHARES TR · S&P 500 GRWT ETF · 464287309 · shares: $11,263,810
- MASTERCARD INCORPORATED · CL A · 57636Q104 · shares: $8,312,135
- JOHNSON & JOHNSON · COM · 478160104 · shares: $8,276,053
- NVIDIA CORPORATION · COM · 67066G104 · shares: $7,694,981
- STATE STR SPDR S&P 500 ETF T · TR UNIT · 78462F103 · shares: $7,591,143
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $7,229,180
- JPMORGAN CHASE & CO · COM · 46625H100 · shares: $7,191,869
Reported holdings
133 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| DEERE & CO | COM | 244199105 | — | 658 shares | $441,946 |
| PFIZER INC | COM | 717081103 | — | 14,937 shares | $438,998 |
| GE VERNOVA INC | COM | 36828A101 | — | 562 shares | $435,050 |
| INTEL CORP | COM | 458140100 | — | 7,678 shares | $432,140 |
| S&P GLOBAL INC | COM | 78409V104 | — | 913 shares | $427,101 |
| AT&T INC | COM | 00206R102 | — | 19,714 shares | $426,414 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 | — | 4,972 shares | $407,311 |
| CATERPILLAR INC | COM | 149123101 | — | 728 shares | $406,683 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 4,625 shares | $402,144 |
| WESTERN DIGITAL CORP | COM | 958102105 | — | 1,511 shares | $398,572 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | — | 1,946 shares | $392,839 |
| SALESFORCE INC | COM | 79466L302 | — | 1,821 shares | $389,057 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 2,350 shares | $377,563 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 5,406 shares | $370,798 |
| NUSHARES ETF TR | NUVEEN ESG US | 67092P870 | — | 16,512 shares | $355,999 |
| SOUTHERN CO | COM | 842587107 | — | 3,842 shares | $354,770 |
| EQUINIX INC | COM | 29444U700 | — | 344 shares | $348,372 |
| T-MOBILE US INC | COM | 872590104 | — | 2,006 shares | $324,992 |
| MCKESSON CORP | COM | 58155Q103 | — | 302 shares | $320,374 |
| SERVICENOW INC | COM | 81762P102 | — | 3,091 shares | $315,189 |
| US BANCORP | COM NEW | 902973304 | — | 4,948 shares | $294,145 |
| ALLSTATE CORP | COM | 020002101 | — | 1,150 shares | $293,032 |
| PROLOGIS INC. | COM | 74340W103 | — | 2,281 shares | $289,596 |
| KLA CORP | COM NEW | 482480100 | — | 1,919 shares | $265,762 |
| WATTS WATER TECHNOLOGIES INC | CL A | 942749102 | — | 758 shares | $262,374 |
| FORTINET INC | COM | 34959E109 | — | 2,198 shares | $261,210 |
| WASTE MGMT INC DEL | COM | 94106L109 | — | 1,080 shares | $255,161 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | — | 731 shares | $233,862 |
| SS&C TECH HLDGS | COM | 78467J100 | — | 2,880 shares | $223,805 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | — | 477 shares | $219,892 |
| VANGUARD INDEX FDS | MRNGSTR MD CP VA | 922908512 | — | 1,024 shares | $211,794 |
| ISHARES TR | 3 7 YR TREAS BD | 464288661 | — | 1,825 shares | $210,404 |
| WISDOMTREE TR | EM EX ST-OWNED | 97717X578 | — | 5,086 shares | $210,001 |