SGL Investment Advisors, Inc.

Est. AUM

$266.5M

13F long equity, this entity only

Positions

126

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$11.3M	38624	4.24%	SOLE
2	SCHWAB STRATEGIC TR	INTL EQTY ETF	$10.7M	390605	4.01%	SOLE
3	ISHARES TR	S&P 500 GRWT ETF	$10.2M	74868	3.83%	SOLE
4	MICROSOFT CORP	COM	$9.8M	23818	3.69%	SOLE
5	NVIDIA CORPORATION	COM	$8.7M	39796	3.28%	SOLE
6	CUMMINS INC	COM	$6.7M	9603	2.53%	SOLE
7	CHEVRON CORPORATION	COM	$6.6M	35863	2.49%	SOLE
8	JOHNSON & JOHNSON	COM	$6.5M	29495	2.45%	SOLE
9	JPMORGAN CHASE & CO	COM	$6.3M	21072	2.37%	SOLE
10	WALMART INC	COM	$6.2M	48536	2.32%	SOLE
11	MASTERCARD INCORPORATED	CL A	$6.2M	12391	2.31%	SOLE
12	STATE STR SPDR S&P 500 ETF T	TR UNIT	$6.0M	8138	2.26%	SOLE
13	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$5.9M	12347	2.22%	SOLE
14	INTERNATIONAL BUSINESS MACHS	COM	$5.6M	25027	2.10%	SOLE
15	TEXAS INSTRS INC	COM	$5.6M	18643	2.08%	SOLE
16	ISHARES GOLD TR	ISHARES NEW	$5.4M	60866	2.03%	SOLE
17	ALPHABET INC	CAP STK CL C	$5.4M	13889	2.02%	SOLE
18	PALO ALTO NETWORKS INC	COM	$5.4M	25143	2.02%	SOLE
19	QUEST DIAGNOSTICS INC	COM	$5.4M	28258	2.01%	SOLE
20	HOME DEPOT INC	COM	$5.1M	16516	1.93%	SOLE
21	META PLATFORMS INC	CL A	$4.7M	7830	1.76%	SOLE
22	OREILLY AUTOMOTIVE INC	COM	$4.3M	47225	1.62%	SOLE
23	TRAVELERS COMPANIES INC	COM	$4.3M	14511	1.62%	SOLE
24	EATON CORP PLC	SHS	$4.3M	10213	1.61%	SOLE
25	YELP INC	CL A	$4.2M	166765	1.58%	SOLE
26	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$4.1M	49955	1.55%	SOLE
27	L3HARRIS TECHNOLOGIES INC	COM	$4.1M	13407	1.52%	SOLE
28	PUBLIC STORAGE OPER CO	COM	$4.0M	12778	1.49%	SOLE
29	ADOBE INC	COM	$3.7M	14909	1.38%	SOLE
30	SCHWAB CHARLES CORP	COM	$3.5M	39364	1.30%	SOLE
31	KROGER CO	COM	$3.3M	51344	1.25%	SOLE
32	NUSHARES ETF TR	NUVEEN ESG LRGCP	$3.0M	27503	1.13%	SOLE
33	ISHARES TR	RUS 2000 GRW ETF	$3.0M	7931	1.11%	SOLE
34	ALPHABET INC	CAP STK CL A	$2.9M	7566	1.10%	SOLE
35	OMNICOM GROUP INC	COM	$2.9M	39106	1.10%	SOLE
36	SCHWAB STRATEGIC TR	US REIT ETF	$2.6M	108984	0.96%	SOLE
37	STERIS PLC	SHS USD	$2.4M	11797	0.89%	SOLE
38	MICRON TECHNOLOGY INC	COM	$2.3M	2859	0.85%	SOLE
39	RESMED INC	COM	$2.2M	11247	0.84%	SOLE
40	SPDR SERIES TRUST	STATE STREET SPD	$2.0M	20832	0.75%	SOLE
41	ADVANCED MICRO DEVICES INC	COM	$1.9M	4060	0.70%	SOLE
42	APPLIED MATLS INC	COM	$1.9M	4173	0.69%	SOLE
43	TRACTOR SUPPLY CO	COM	$1.8M	58961	0.67%	SOLE
44	AMAZON COM INC	COM	$1.7M	6164	0.62%	SOLE
45	ISHARES TR	EAFE GRWTH ETF	$1.5M	12646	0.58%	SOLE
46	TELADOC HEALTH INC	NOTE 1.250% 6/0	$1.3M	1375000	0.50%	SOLE
47	ISHARES TR	CORE S&P MCP ETF	$1.3M	17776	0.49%	SOLE
48	INTEL CORP	COM	$1.2M	9290	0.45%	SOLE
49	ISHARES TR	MRNING SM CP ETF	$1.2M	15951	0.44%	SOLE
50	FLEXSHARES TR	STOX US ESG SLCT	$1.2M	6945	0.44%	SOLE

1–50 of 126

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.