SGL Investment Advisors, Inc. holds a diversified book of 126 stocks worth $240.0M as of Q3 2025 (disclosed Nov 4, 2025, a ~35-day 13F lag). This quarter they opened Yelp Inc and trimmed Alphabet Inc-CL C. Their largest long position is Apple Inc at 5% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
83% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as SGL Investment Advisors, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 77 / 80 | $574.3B |
| JPMORGAN CHASE & CO | 77 / 80 | $564.9B |
| BANK OF AMERICA CORP /DE/ | 77 / 80 | $355.2B |
| ROYAL BANK OF CANADA | 77 / 80 | $156.6B |
| RAYMOND JAMES FINANCIAL INC | 77 / 80 | $80.0B |
| FMR LLC | 76 / 80 | $768.4B |
| WELLS FARGO & COMPANY/MN | 76 / 80 | $147.8B |
| ENVESTNET ASSET MANAGEMENT INC | 76 / 80 | $60.7B |
Ranked by the share of each fund's own book sitting in the names it shares with SGL Investment Advisors, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $12.0M | 44.4K | 5.0% | ▲+4.0% Added · +2K sh | |
| 2 | Microsoft Corp COM | $11.3M | 22.0K | 4.7% | ▲+2.2% Added · +465 sh | |
| 3 | Nvidia Corporation COM | $8.1M | 39.1K | 3.4% | ▲+14% Added · +5K sh | |
| 4 | Alphabet Inc CAP STK CL C | $7.5M | 26.4K | 3.1% | ▼−4.9% Reduced · −1K sh | |
| 5 | International Business Machs COM | $7.3M | 24.0K | 3.0% | ▼−1.9% Reduced · −470 sh | |
| 6 | Ishares TR S&P 500 GRWT ETF | $7.3M | 58.3K | 3.0% | ▲+13% Added · +7K sh | |
| 7 | JPMorgan Chase & Co. COM | $6.9M | 22.2K | 2.9% | ▲+4.6% Added · +976 sh | |
| 8 | Mastercard Incorporated CL A | $6.6M | 12.1K | 2.8% | ▼−2.0% Reduced · −247 sh | |
| 9 | Cummins Inc COM | $6.3M | 14.5K | 2.6% | ▼−0.2% Reduced · −30 sh | |
| 10 | Johnson & Johnson COM | $6.1M | 32.6K | 2.5% | ▼−0.5% Reduced · −161 sh | |
| 11 | Home Depot Inc COM | $6.0M | 15.9K | 2.5% | ▼−2.1% Reduced · −341 sh | |
| 12 | Berkshire Hathaway Inc Del CL B NEW | $5.6M | 11.8K | 2.3% | ▲+0.9% Added · +104 sh | |
| 13 | Chevron Corp New COM | $5.4M | 34.9K | 2.2% | ▲+1.0% Added · +356 sh | |
| 14 | Travelers Companies Inc COM | $5.4M | 20.0K | 2.2% | ▲+1.5% Added · +297 sh | |
| 15 | Palo Alto Networks Inc COM | $5.3M | 24.3K | 2.2% | ▲+2.5% Added · +582 sh | |
| 16 | Quest Diagnostics Inc COM | $5.0M | 28.0K | 2.1% | ▲+1.9% Added · +520 sh | |
| 17 | L3harris Technologies Inc COM | $4.6M | 15.8K | 1.9% | ▲+5.0% Added · +761 sh | |
| 18 | Walmart Inc COM | $4.5M | 44.1K | 1.9% | ▲+37% Added · +12K sh | |
| 19 | Meta Platforms Inc CL A | $4.4M | 7.0K | 1.9% | ▲+3.0% Added · +205 sh | |
| 20 | Oreilly Automotive Inc COM | $4.2M | 46.2K | 1.8% | ▲+1.0% Added · +458 sh | |
| 21 | Ishares Gold TR ISHARES NEW | $4.0M | 53.2K | 1.7% | ▲+6.6% Added · +3K sh | |
| 22 | SS&C Technologies Hldgs Inc COM | $4.0M | 47.4K | 1.7% | ▲+5.2% Added · +2K sh | |
| 23 | SPDR S&P 500 ETF TR TR UNIT | $3.9M | 5.8K | 1.6% | ▲+22% Added · +1K sh | |
| 24 | Public Storage Oper Co COM | $3.8M | 13.8K | 1.6% | ▼−4.4% Reduced · −637 sh | |
| 25 | Conagra Brands Inc COM | $3.7M | 216.6K | 1.6% | ▲+33% Added · +54K sh | |
| 26 | Schwab Charles Corp COM | $3.7M | 39.5K | 1.5% | ▲+1.9% Added · +745 sh | |
| 27 | Nexstar Media Group Inc COMMON STOCK | $3.2M | 16.2K | 1.3% | ▼−31% Reduced · −7K sh | |
| 28 | Adobe Inc COM | $3.1M | 9.3K | 1.3% | ▼−5.3% Reduced · −521 sh | |
| 29 | Tractor Supply Co COM | $3.1M | 58.6K | 1.3% | ▲+1.9% Added · +1K sh | |
| 30 | Interpublic Group Cos Inc COM | $2.9M | 115.8K | 1.2% | ▼−14% Reduced · −20K sh | |
| 31 | Resmed Inc COM | $2.8M | 11.3K | 1.2% | ▲+2.1% Added · +229 sh | |
| 32 | Steris PLC SHS USD | $2.8M | 11.7K | 1.2% | ▲+3.0% Added · +343 sh | |
| 33 | Yelp Inc CL A | $2.7M | 80.3K | 1.1% | ▲New New position | |
| 34 | Vanguard Scottsdale FDS INT-TERM CORP | $2.3M | 27.7K | 1.0% | ▲+42% Added · +8K sh | |
| 35 | Alphabet Inc CAP STK CL A | $2.3M | 8.1K | 1.0% | ▼−2.7% Reduced · −224 sh | |
| 36 | Nushares ETF TR NUVEEN ESG LRGCP | $2.3M | 22.4K | 1.0% | ▲+0.3% Added · +63 sh | |
| 37 | Ishares TR RUS 2000 GRW ETF | $2.1M | 6.4K | 0.9% | ▲+16% Added · +871 sh | |
| 38 | Schwab Strategic TR US REIT ETF | $1.7M | 81.6K | 0.7% | ▲+31% Added · +19K sh | |
| 39 | Schwab Strategic TR INTL EQTY ETF | $1.7M | 70.8K | 0.7% | ▲+27% Added · +15K sh | |
| 40 | Advanced Micro Devices Inc COM | $1.6M | 6.2K | 0.7% | ▲+16% Added · +857 sh | |
| 41 | Amazon Com Inc COM | $1.3M | 5.2K | 0.5% | ▼−6.4% Reduced · −353 sh | |
| 42 | Teladoc Health Inc NOTE 1.250% 6/0 | $1.3M | 1.40M | 0.5% | ▼−0.3% Reduced · −5K sh | |
| 43 | Summit Hotel Pptys NOTE 1.500% 2/1 | $1.3M | 1.29M | 0.5% | —Held | |
| 44 | Tesla Inc COM | $1.2M | 2.6K | 0.5% | ▲+27% Added · +555 sh | |
| 45 | SPDR Series Trust BLOOMBERG HIGH Y | $1.2M | 12.5K | 0.5% | ▲+38% Added · +3K sh | |
| 46 | Ishares TR EAFE GRWTH ETF | $1.1M | 9.4K | 0.5% | ▲+23% Added · +2K sh | |
| 47 | Procter And Gamble Co COM | $1.1M | 7.1K | 0.4% | ▲+66% Added · +3K sh | |
| 48 | Amgen Inc COM | $948K | 3.2K | 0.4% | ▲+52% Added · +1K sh | |
| 49 | Flexshares TR STOX US ESG SLCT | $943K | 6.0K | 0.4% | ▲+3.3% Added · +193 sh | |
| 50 | Uber Technologies Inc COM | $938K | 9.4K | 0.4% | ▲+5.2% Added · +465 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2043186/holdings"
Use Arkolith to show SGL Investment Advisors, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.