Strategic Global Advisors, LLC
•CIK: 1580212•Filing: Q4 2025
**Strategic Global Advisors, LLC** manages $647M across a diversified portfolio of 137 positions. The fund exhibits a pronounced technology tilt, with top holdings including NVDA at $38.6M and GOOGL at $28.2M. Significant allocations are also maintained in AAPL ($24.9M), MSFT ($21.0M), and AVGO ($19.5M). This concentration suggests a conviction in established mega-cap technology leaders and high-growth semiconductor players.
Total AUM
$647.3M
QoQ Performance
-2.0%
Positions
137
Top 10 Concentration
31.0%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
NVDA6.0%
GOOGL4.4%
AAPL3.9%
MSFT3.2%
AVGO3.0%
SPOT2.5%
META2.4%
IDXX1.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other60.0%
Technology26.3%
Communication4.9%
Consumer4.4%
Financial3.2%
Healthcare0.8%
Energy0.5%
🚪 Exited Positionssold since Q3 2025
+22 more exited positions
Changes from Q3 2025
NEW29 new positions
↑41 increased
↓67 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023