SGL Investment Advisors, Inc. 13F Holdings

CIK 0002043186 · MISSOULA, MT

As of Sep 30, 2025, SGL Investment Advisors, Inc. reported 126 positions worth $240.0M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology44,417 2.0M4.98%
MICROSOFT CORPMSFTTechnology21,952 1.3M4.73%
NVIDIA CORPNVDATechnology39,088$8.1M3.37%
ALPHABET INCGOOGEquity26,386$7.5M3.12%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology23,995$7.3M3.05%
ISHARES S&P 500 GROWTH ETFIVW—58,266$7.3M3.04%
JPMORGAN CHASE & COJPMFinancial Services22,239$6.9M2.87%
MASTERCARD INCMAFinancial Services12,131$6.6M2.75%
CUMMINS INCCMIIndustrials14,455$6.3M2.64%
JOHNSON & JOHNSONJNJHealthcare32,588$6.1M2.53%
HOME DEPOT INCHDConsumer Cyclical15,905$6.0M2.51%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services11,841$5.6M2.35%
CHEVRON CORPCHVEnergy34,907$5.4M2.24%
TRAVELERS COMPANIES INCTRVFinancial Services20,030$5.4M2.23%
PALO ALTO NETWORKS INCPANWTechnology24,271$5.3M2.22%
QUEST DIAGNOSTICS INCDGXHealthcare28,049$5.0M2.09%
L3HARRIS TECHNOLOGIES INCLHXIndustrials15,844$4.6M1.91%
WALMART INCWMTConsumer Defensive44,102$4.5M1.87%
META PLATFORMS INCMETACommunication Services6,977$4.4M1.85%
O REILLY AUTOMOTIVE INCORLYConsumer Cyclical46,175$4.2M1.76%
ISHARES GOLD TRUSTIAU—53,198$4.0M1.67%
SS&C TECHNOLOGIES HOLDINGS INCSSNCTechnology47,396$4.0M1.67%
SPDR S&P 500 ETF TRUSTSPY—5,755$3.9M1.64%
PUBLIC STORAGEPSAReal Estate13,785$3.8M1.59%
CONAGRA BRANDS INCCAGConsumer Defensive216,603$3.7M1.56%