SGL Investment Advisors, Inc.: 13F holdings
CIK 20431862026Q2
| Positions | 131 |
|---|---|
| Reported value | $289.9m |
| Filed | 2026-08-11 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| MSFT MICROSOFT CORP | 24,859 | $12.6m | 4.3% |
| AAPL APPLE INC | 38,055 | $11.7m | 4.0% |
| IWF ISHARES TR | 82,316 | $11.7m | 4.0% |
| SCHF SCHWAB STRATEGIC TR | 413,584 | $11.6m | 4.0% |
| NVDA NVIDIA CORPORATION | 40,345 | $8.8m | 3.0% |
| PANW PALO ALTO NETWORKS INC | 20,770 | $8.0m | 2.8% |
| JPM JPMORGAN CHASE & CO | 21,529 | $7.7m | 2.7% |
| JNJ JOHNSON & JOHNSON | 29,360 | $7.7m | 2.7% |
| SPY STATE STR SPDR S&P 500 ETF T | 9,256 | $7.2m | 2.5% |
| CVX CHEVRON CORPORATION | 35,909 | $7.0m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2043186")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.