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 Market Cap. of $200 Billions or more
