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
$177B
$909 Million 0.38% of portfolio
5,632
Q3 2025 Reduced 0.81%
$270B
$882 Million 0.37% of portfolio
5,392
Q3 2025 Added 3.61%
$0
$878 Million 0.37% of portfolio
19,812
Q3 2025 Added 4.14%
$319B
$873 Million 0.36% of portfolio
11,729
Q3 2025 Added 86.56%
$255B
$843 Million 0.35% of portfolio
2,331
Q3 2025 Added 4.2%
$0
$841 Million 0.35% of portfolio
22,127
Q3 2025 Added 2.73%
$265B
$848 Million 0.35% of portfolio
1,080
Q2 2025 Added 102.63%
$0
$850 Million 0.35% of portfolio
13,093
Q3 2025 Added 25.76%
$317B
$842 Million 0.35% of portfolio
9,643
Q3 2025 Added 6.62%
$306B
$824 Million 0.34% of portfolio
12,120
Q3 2025 Added 88.81%
$593B
$826 Million 0.34% of portfolio
3,204
Q3 2025 Reduced 1.29%
$269B
$804 Million 0.33% of portfolio
3,953
Q3 2025 Reduced 9.0%
$971B
$782 Million 0.33% of portfolio
872
Q3 2025 Added 99.09%
$300B
$795 Million 0.33% of portfolio
2,382
Q3 2025 Added 263.11%
$414B
$759 Million 0.32% of portfolio
3,582
Q3 2025 Added 96.71%
$197B
$758 Million 0.32% of portfolio
3,189
Q3 2025 Reduced 26.52%
$152B
$713 Million 0.3% of portfolio
2,871
Q3 2025 Reduced 7.51%
$533B
$729 Million 0.3% of portfolio
2,163
Q3 2025 Added 106.0%
$235B
$709 Million 0.3% of portfolio
8,590
Q3 2025 Added 137.88%
$193B
$715 Million 0.3% of portfolio
6,379
Q3 2025 Added 116.02%
$181B
$688 Million 0.29% of portfolio
28,044
Q3 2025 Reduced 0.92%
$224B
$697 Million 0.29% of portfolio
2,353
Q3 2025 Added 113.91%
$237B
$684 Million 0.28% of portfolio
2,617
Q3 2025 Added 146.89%
$0
$673 Million 0.28% of portfolio
25,079
Q3 2025 Added 35.61%
$0
$660 Million 0.28% of portfolio
4,192
Q3 2025 Reduced 1.73%
Linde PLC
-
$671 Million 0.28% of portfolio
-
Q3 2025 Added 95.79%
$169B
$663 Million 0.28% of portfolio
725
Q3 2025 Added 120.36%
$150B
$674 Million 0.28% of portfolio
11,105
Q3 2025 Reduced 79.25%
$0
$660 Million 0.27% of portfolio
11,975
Q3 2025 Added 19.39%
$0
$643 Million 0.27% of portfolio
4,515
Q3 2025 Added 19.92%
$120B
$655 Million 0.27% of portfolio
24,280
Q3 2025 Added 1.23%
$342B
$644 Million 0.27% of portfolio
3,109
Q3 2025 Added 28.26%
$182B
$656 Million 0.27% of portfolio
970
Q3 2025 Added 4.41%
$268B
$655 Million 0.27% of portfolio
2,790
Q3 2025 Reduced 1.2%
$228B
$616 Million 0.26% of portfolio
4,975
Q3 2025 Added 86.96%
Blackrock Inc
-
$574 Million 0.24% of portfolio
-
Q3 2025 Reduced 24.05%
$139B
$580 Million 0.24% of portfolio
1,599
Q3 2025 Reduced 0.68%
$0
$577 Million 0.24% of portfolio
1,982
Q3 2025 Added 18.26%
$193B
$536 Million 0.22% of portfolio
984
Q3 2025 Added 31.03%
$328B
$499 Million 0.21% of portfolio
1,616
Q3 2025 Reduced 11.74%
$258B
$512 Million 0.21% of portfolio
2,892
Q3 2025 Added 93.44%
$49.1B
$490 Million 0.2% of portfolio
445
Q3 2025 Reduced 13.59%
$404B
$488 Million 0.2% of portfolio
526
Q3 2025 Added 9.36%
Amplify ETF Tr
-
$449 Million 0.19% of portfolio
-
Q3 2025 Added 3.57%
$413B
$459 Million 0.19% of portfolio
8,570
Q3 2025 Added 7.19%
$0
$422 Million 0.18% of portfolio
8,986
Q3 2025 Added 24.49%
$104B
$438 Million 0.18% of portfolio
1,705
Q3 2025 Added 2.77%
$0
$414 Million 0.17% of portfolio
14,367
Q3 2025 Added 38.1%
$490B
$396 Million 0.16% of portfolio
3,478
Q3 2025 Added 16.79%

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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