Sgl Investment Advisors, Inc. Portfolio Holdings

Sgl Investment Advisors, Inc.

  • $240 Billion
  • Q3 2025

Sgl Investment Advisors, Inc. has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $240 Billion distributed in 126 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $12B, Microsoft Corp with a value of $11.3B, Nvidia Corp with a value of $8.09B, Alphabet Inc. with a value of $7.5B, and International Business Machines Corp with a value of $7.31B.

Examining the 13F form we can see an increase of $29.8B in the current position value, from $210B to 240B.

Sgl Investment Advisors, Inc. is based out at Missoula, MT

Below you can find more details about Sgl Investment Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $240 Billion
Technology: $62.3 Billion
ETFs: $36.3 Billion
Financial Services: $33.5 Billion
Communication Services: $26.7 Billion
Healthcare: $23.5 Billion
Consumer Cyclical: $16.6 Billion
Industrials: $13.4 Billion
Consumer Defensive: $12.1 Billion
Other: $10.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$12 Billion 4.98% of portfolio
44,417
Q3 2025 Added 4.0%
$3.78T
$11.3 Billion 4.73% of portfolio
21,952
Q3 2025 Added 2.16%
$465B
$8.09 Billion 3.37% of portfolio
39,088
Q3 2025 Added 13.99%
$1.74T
$7.5 Billion 3.12% of portfolio
26,386
Q3 2025 Reduced 4.93%
$266B
$7.31 Billion 3.05% of portfolio
23,995
Q3 2025 Reduced 1.92%
$0
$7.31 Billion 3.04% of portfolio
58,266
Q3 2025 Added 13.34%
$881B
$6.88 Billion 2.87% of portfolio
22,239
Q3 2025 Added 4.59%
$512B
$6.6 Billion 2.75% of portfolio
12,131
Q3 2025 Reduced 2.0%
$65.2B
$6.33 Billion 2.64% of portfolio
14,455
Q3 2025 Reduced 0.21%
$522B
$6.07 Billion 2.53% of portfolio
32,588
Q3 2025 Reduced 0.49%
$367B
$6.02 Billion 2.51% of portfolio
15,905
Q3 2025 Reduced 2.1%
$662B
$5.63 Billion 2.35% of portfolio
11,841
Q3 2025 Added 0.89%
$303B
$5.38 Billion 2.24% of portfolio
34,907
Q3 2025 Added 1.03%
$67.3B
$5.36 Billion 2.23% of portfolio
20,030
Q3 2025 Added 1.51%
$61.4B
$5.32 Billion 2.22% of portfolio
24,271
Q3 2025 Added 2.46%
$15.6B
$5.02 Billion 2.09% of portfolio
28,049
Q3 2025 Added 1.89%
$279B
$4.48 Billion 1.87% of portfolio
44,102
Q3 2025 Added 37.02%
$1.37T
$4.45 Billion 1.85% of portfolio
6,977
Q3 2025 Added 3.03%
$6.2B
$4.23 Billion 1.76% of portfolio
46,175
Q3 2025 Added 1.0%
$65.3B
$4.02 Billion 1.67% of portfolio
53,198
Q3 2025 Added 6.59%
$21.3B
$4.02 Billion 1.67% of portfolio
47,396
Q3 2025 Added 5.23%
$0
$3.93 Billion 1.64% of portfolio
5,755
Q3 2025 Added 22.06%
$48.1B
$3.83 Billion 1.59% of portfolio
13,785
Q3 2025 Reduced 4.42%
$8.36B
$3.75 Billion 1.56% of portfolio
216,603
Q3 2025 Added 33.28%
$167B
$3.68 Billion 1.53% of portfolio
39,461
Q3 2025 Added 1.92%
$7.07B
$3.15 Billion 1.31% of portfolio
16,170
Q3 2025 Reduced 30.7%
$151B
$3.13 Billion 1.3% of portfolio
9,278
Q3 2025 Reduced 5.32%
$6.15B
$3.07 Billion 1.28% of portfolio
58,555
Q3 2025 Added 1.93%
$9.63B
$2.9 Billion 1.21% of portfolio
115,757
Q3 2025 Reduced 14.48%
$35.8B
$2.81 Billion 1.17% of portfolio
11,299
Q3 2025 Added 2.07%
$25.8B
$2.78 Billion 1.16% of portfolio
11,702
Q3 2025 Added 3.02%
$1.99B
$2.66 Billion 1.11% of portfolio
80,350
Q3 2025 New
$1.65T
$2.31 Billion 0.96% of portfolio
8,132
Q3 2025 Reduced 2.68%
$0
$2.31 Billion 0.96% of portfolio
27,673
Q3 2025 Added 42.15%
$0
$2.29 Billion 0.95% of portfolio
22,428
Q3 2025 Added 0.28%
$0
$2.11 Billion 0.88% of portfolio
6,411
Q3 2025 Added 15.72%
$0
$1.72 Billion 0.72% of portfolio
81,615
Q3 2025 Added 30.94%
$0
$1.69 Billion 0.7% of portfolio
70,796
Q3 2025 Added 27.19%
$388B
$1.61 Billion 0.67% of portfolio
6,194
Q3 2025 Added 16.06%
Teladoc Health Inc
-
$1.31 Billion 0.55% of portfolio
-
Q3 2025 Reduced 0.36%
$2.39T
$1.32 Billion 0.55% of portfolio
5,195
Q3 2025 Reduced 6.36%
Summit Hotel Pptys
-
$1.28 Billion 0.53% of portfolio
-
Q2 2025 Added 8.37%
$1.29T
$1.23 Billion 0.51% of portfolio
2,634
Q3 2025 Added 26.7%
$0
$1.2 Billion 0.5% of portfolio
12,472
Q3 2025 Added 38.47%
$0
$1.08 Billion 0.45% of portfolio
9,368
Q3 2025 Added 23.34%
$346B
$1.06 Billion 0.44% of portfolio
7,142
Q3 2025 Added 66.13%
$183B
$948 Million 0.4% of portfolio
3,201
Q3 2025 Added 52.43%
$181B
$938 Million 0.39% of portfolio
9,404
Q3 2025 Added 5.2%
-
$943 Million 0.39% of portfolio
-
Q3 2025 Added 3.32%

Summary

  • Portfolio
  • No. of Stocks 126
  • Current Value $240 Billion
  • Prior Value $210 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 75 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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