Data as of Q4 2025 (Dec 31, 2025)

SPG ADVISORS LLC

•CIK: 1843253•Filing: Q4 2025

**SPG ADVISORS LLC** manages $10M across a concentrated portfolio of 12 positions. The fund exhibits significant technology exposure, with top holdings including AMZN ($2.5M) and MSFT ($1.9M). Notable allocations also include a substantial $1.0M in TSLA and defensive positioning via SGOV ($0.9M) and BIL ($0.4M). This structure suggests a blend of high-growth equity bets anchored by large-cap tech names and fixed-income stability.

Total AUM
$9.7M
QoQ Performance
+11.9%
Positions
12
Top 10 Concentration
95.6%
Latest Filing
Q4 2025

Top Holdings Allocation

AMZN
MSFT
TSLA
SGOV
IBM
AAPL
AMZN25.4%
MSFT19.1%
TSLA10.6%
SGOV9.5%
IBM8.1%
AAPL6.9%
COST4.8%
VTI3.8%

📈 Biggest Buys

IBM
INTERNATIONAL BUSINESS
NEW
8.1% of portfolio
SGOV
ISHARES TR
+69.4%
9.5% of portfolio
SPY
SPDR S&P 500 ETF TR
NEW
2.1% of portfolio
BIL
SPDR SERIES TRUST
+3.9%
3.7% of portfolio
TSLA
TESLA INC
+0.6%
10.6% of portfolio

📉 Biggest Sells

COST
COSTCO WHSL CORP NEW
-7.0%
4.8% of portfolio
BRK/B
BERKSHIRE HATHAWAY INC DEL
-3.8%
3.5% of portfolio
VTI
VANGUARD INDEX FDS
-3.3%
3.8% of portfolio
MSFT
MICROSOFT CORP
-0.4%
19.1% of portfolio
AAPL
APPLE INC
-0.6%
6.9% of portfolio

Sector Breakdown

Consumer40.9%
Technology34.1%
Other17.0%
Financial3.5%
Industrial2.4%
ETF2.1%

🚪 Exited Positionssold since Q3 2025

EFX
EQUIFAX INC
SOLD
$291.2K

Changes from Q3 2025

NEW2 new positions
↑3 increased
↓6 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025

📌 Top Holdings

AMZN25.4%
AMAZON COM INC
$2.5M
MSFT19.1%
MICROSOFT CORP
$1.9M
TSLA10.6%
TESLA INC
$1.0M
SGOV9.5%
ISHARES TR
$919.4K
IBM8.1%
INTERNATIONAL BUSINESS
$792.7K

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