SGL Investment Advisors, Inc.
•CIK: 2043186•Filing: Q4 2025
**SGL Investment Advisors, Inc.** manages $250M across a diversified portfolio of 126 positions. The firm exhibits significant conviction in mega-cap technology and established industrial leaders, with top holdings including AAPL at $12.5M and MSFT at $9.2M. Notable allocations also feature IVW ($8.0M), GOOG ($7.5M), and JNJ ($7.4M), signaling a focus on quality growth and defensive strength. This concentrated exposure suggests a systematic approach targeting market leaders across multiple sectors.
Total AUM
$246.2M
QoQ Performance
+3.7%
Positions
108
Top 10 Concentration
31.9%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AAPL5.1%
MSFT3.8%
IVW3.3%
GOOG3.0%
JNJ3.0%
IBM2.9%
NVDA2.8%
MA2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other44.6%
Technology25.0%
Financial11.7%
Consumer6.7%
Healthcare5.7%
Consumer Staples1.9%
ETF1.9%
Communication1.4%
🚪 Exited Positionssold since Q3 2025
+6 more exited positions
Changes from Q3 2025
NEW10 new positions
↑78 increased
↓31 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024