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The Analysis of SGL Investment Advisors, Inc.'s Holdings & P&L

Currently, SGL Investment Advisors, Inc. holds 126 types of securities in its portfolio with a total value $266.5M. In the most recent quarter, they have increased their positions in SCHF (+309.5K shares, valued at $8.5M), TXN (+13.3K shares, valued at $3.9M), YELP (+79.7K shares, valued at $2.0M); decreased their positions in N/A (-8.6K shares, valued at $3.3M), SSNC (-44.3K shares, valued at $3.0M), AAPL (-6.7K shares, valued at $1.9M); initiated new positions in CDNS (+731 shares, valued at $266.2K), XSOE (+5.1K shares, valued at $246.0K).

1M P&L

+6.5M+3.04%

3M P&L

+7.7M+3.62%

HY P&L

+13.1M+6.28%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A37.0M

17.5%

2Software - Infrastructure14.1M

6.7%

3Consumer Electronics12.5M

5.9%

Top Industries by Stock Count

1N/A25 stocks

23.4%

2Software - Application8 stocks

7.5%

3Drug Manufacturers - General6 stocks

5.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC38.6K shares-14.69%2026-03-312026-05-12

SCHF SCHWAB STRATEGIC TR390.6K shares381.60%2026-03-312026-05-12

IVW ISHARES TR74.9K shares10.56%2026-03-312026-05-12

MSFT MICROSOFT CORP23.8K shares1.44%2026-03-312026-05-12

NVDA NVIDIA CORPORATION39.8K shares-0.06%2026-03-312026-05-12

CMI CUMMINS INC9.6K shares-15.74%2026-03-312026-05-12

CVX CHEVRON CORPORATION35.9K shares-0.86%2026-03-312026-05-12

JNJ JOHNSON & JOHNSON29.5K shares-5.78%2026-03-312026-05-12

Sponsored

JPM JPMORGAN CHASE & CO21.1K shares-2.27%2026-03-312026-05-12

WMT WALMART INC48.5K shares2.66%2026-03-312026-05-12

MA MASTERCARD INCORPORATED12.4K shares-0.08%2026-03-312026-05-12

SPY STATE STR SPDR S&P 500 ETF T8.1K shares19.82%2026-03-312026-05-12

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL12.3K shares0.52%2026-03-312026-05-12

IBM INTERNATIONAL BUSINESS MACHS25.0K shares1.90%2026-03-312026-05-12

TXN TEXAS INSTRS INC18.6K shares245.95%2026-03-312026-05-12

ISHARES GOLD TR ISHARES GOLD TR60.9K shares3.11%2026-03-312026-05-12

Sponsored

PANW PALO ALTO NETWORKS INC25.1K shares0.94%2026-03-312026-05-12

ALPHABET INC ALPHABET INC13.9K shares-38.36%2026-03-312026-05-12

DGX QUEST DIAGNOSTICS INC28.3K shares-0.85%2026-03-312026-05-12

HD HOME DEPOT INC16.5K shares1.42%2026-03-312026-05-12

META META PLATFORMS INC7.8K shares2.93%2026-03-312026-05-12

ORLY OREILLY AUTOMOTIVE INC47.2K shares1.61%2026-03-312026-05-12

TRV TRAVELERS COMPANIES INC14.5K shares-25.90%2026-03-312026-05-12

EATON CORP PLC EATON CORP PLC10.2K shares-1.02%2026-03-312026-05-12

Sponsored

YELP YELP INC166.8K shares91.47%2026-03-312026-05-12

VCIT VANGUARD SCOTTSDALE FDS50.0K shares50.06%2026-03-312026-05-12

LHX L3HARRIS TECHNOLOGIES INC13.4K shares1.88%2026-03-312026-05-12

PSA PUBLIC STORAGE OPER CO12.8K shares-3.74%2026-03-312026-05-12

ADBE ADOBE INC14.9K shares-2.31%2026-03-312026-05-12

SCHW SCHWAB CHARLES CORP39.4K shares-1.93%2026-03-312026-05-12

KR KROGER CO51.3K shares-1.21%2026-03-312026-05-12

NULG NUSHARES ETF TR27.5K shares10.06%2026-03-312026-05-12

Sponsored

IWO ISHARES TR7.9K shares9.73%2026-03-312026-05-12

ALPHABET INC ALPHABET INC7.6K shares-1.03%2026-03-312026-05-12

OMC OMNICOM GROUP INC39.1K shares0.80%2026-03-312026-05-12

SCHH SCHWAB STRATEGIC TR109.0K shares12.02%2026-03-312026-05-12

STERIS PLC STERIS PLC11.8K shares-0.99%2026-03-312026-05-12

MU MICRON TECHNOLOGY INC2.9K shares-3.96%2026-03-312026-05-12

RMD RESMED INC11.2K shares-0.70%2026-03-312026-05-12

SPDR SERIES TRUST SPDR SERIES TRUST20.8K shares36.59%2026-03-312026-05-12

Sponsored

AMD ADVANCED MICRO DEVICES INC4.1K shares-2.80%2026-03-312026-05-12

AMAT APPLIED MATLS INC4.2K shares-4.55%2026-03-312026-05-12

TSCO TRACTOR SUPPLY CO59.0K shares-1.23%2026-03-312026-05-12

AMZN AMAZON COM INC6.2K shares-5.81%2026-03-312026-05-12

EFG ISHARES TR12.6K shares15.53%2026-03-312026-05-12

TELADOC HEALTH INC TELADOC HEALTH INC1.4M shares-1.08%2026-03-312026-05-12

IJH ISHARES TR17.8K shares14.95%2026-03-312026-05-12

INTC INTEL CORP9.3K shares-3.48%2026-03-312026-05-12

Sponsored

ISCV ISHARES TR16.0K shares15.47%2026-03-312026-05-12

ESG FLEXSHARES TR6.9K shares12.22%2026-03-312026-05-12

CSCO CISCO SYS INC11.9K shares0.29%2026-03-312026-05-12

BROADCOM INC BROADCOM INC2.7K shares-2.86%2026-03-312026-05-12

SCHP SCHWAB STRATEGIC TR42.1K shares39.13%2026-03-312026-05-12

ENPHASE ENERGY INC ENPHASE ENERGY INC1.2M shares-4.25%2026-03-312026-05-12

NUSC NUSHARES ETF TR22.8K shares10.76%2026-03-312026-05-12

AMGN AMGEN INC3.2K shares-0.77%2026-03-312026-05-12

Sponsored

NUDM NUSHARES ETF TR26.9K shares12.15%2026-03-312026-05-12

COST COSTCO WHOLESALE CORPORATION1.0K shares3.08%2026-03-312026-05-12

KO COCA COLA CO12.4K shares-0.48%2026-03-312026-05-12

VSS VANGUARD INTL EQUITY INDEX F5.8K shares11.90%2026-03-312026-05-12

VWO VANGUARD INTL EQUITY INDEX F15.6K shares13.05%2026-03-312026-05-12

TMUS T-MOBILE US INC4.8K shares-0.52%2026-03-312026-05-12

UNH UNITEDHEALTH GROUP INC2.4K shares-0.97%2026-03-312026-05-12

GS GOLDMAN SACHS GROUP INC944 shares-5.32%2026-03-312026-05-12

Sponsored

MERCK & CO INC MERCK & CO INC7.9K shares0.25%2026-03-312026-05-12

MS MORGAN STANLEY4.6K shares-1.93%2026-03-312026-05-12

GRID FIRST TR EXCHANGE-TRADED FD4.2K shares-2.10%2026-03-312026-05-12

ORCL ORACLE CORP4.2K shares1.57%2026-03-312026-05-12

LLY ELI LILLY & CO798 shares1.79%2026-03-312026-05-12

VOT VANGUARD INDEX FDS2.7K shares13.66%2026-03-312026-05-12

PG PROCTER & GAMBLE CO5.3K shares-0.95%2026-03-312026-05-12

AXP AMERICAN EXPRESS CO2.4K shares0.21%2026-03-312026-05-12

Sponsored

V VISA INC2.3K shares1.07%2026-03-312026-05-12

SCHV SCHWAB STRATEGIC TR22.0K shares37.34%2026-03-312026-05-12

WFC WELLS FARGO & CO9.8K shares3.06%2026-03-312026-05-12

CMCSA COMCAST CORP NEW28.7K shares-2.21%2026-03-312026-05-12

ABBV ABBVIE INC3.5K shares-9.13%2026-03-312026-05-12

MCD MCDONALDS CORP2.5K shares-0.84%2026-03-312026-05-12

DIS DISNEY WALT CO6.5K shares4.19%2026-03-312026-05-12

CAT CATERPILLAR INC718 shares-4.52%2026-03-312026-05-12

Sponsored

TSLA TESLA INC1.5K shares-1.84%2026-03-312026-05-12

LAM RESEARCH CORP LAM RESEARCH CORP2.2K shares-5.73%2026-03-312026-05-12

VNQI VANGUARD INTL EQUITY INDEX F12.9K shares20.50%2026-03-312026-05-12

BLACKROCK INC BLACKROCK INC544 shares-1.09%2026-03-312026-05-12

ETHO AMPLIFY ETF TR7.9K shares8.88%2026-03-312026-05-12

UNILEVER PLC UNILEVER PLC10.0K shares-0.05%2026-03-312026-05-12

XOM EXXON MOBIL CORP3.7K shares-11.38%2026-03-312026-05-12

ADP AUTOMATIC DATA PROCESSING IN2.6K shares45.29%2026-03-312026-05-12

Sponsored

QCOM QUALCOMM INC2.2K shares1.74%2026-03-312026-05-12

PCY INVESCO EXCH TRADED FD TR II24.1K shares21.21%2026-03-312026-05-12

CITIGROUP INC CITIGROUP INC4.0K shares6.48%2026-03-312026-05-12

ABT ABBOTT LABORATORIES6.1K shares1.41%2026-03-312026-05-12

NFLX NETFLIX INC.5.9K shares-3.22%2026-03-312026-05-12

CRM SALESFORCE INC2.8K shares-2.23%2026-03-312026-05-12

PLTR PALANTIR TECHNOLOGIES INC3.3K shares3.22%2026-03-312026-05-12

VZ VERIZON COMMUNICATIONS INC9.5K shares17.21%2026-03-312026-05-12

Sponsored

RTX RTX CORPORATION2.4K shares3.56%2026-03-312026-05-12

PM PHILIP MORRIS INTL INC2.4K shares4.57%2026-03-312026-05-12

SUSB ISHARES TR17.1K shares12.62%2026-03-312026-05-12

GE AEROSPACE GE AEROSPACE1.4K shares1.08%2026-03-312026-05-12

NEE NEXTERA ENERGY INC4.4K shares-1.22%2026-03-312026-05-12

BAC BANK AMERICA CORP8.1K shares-8.25%2026-03-312026-05-12

LINDE PLC LINDE PLC765 shares8.36%2026-03-312026-05-12

APP APPLOVIN CORP800 shares-11.21%2026-03-312026-05-12

Sponsored

PFE PFIZER INC14.7K shares1.28%2026-03-312026-05-12

PEP PEPSICO INC2.4K shares23.52%2026-03-312026-05-12

T AT&T INC14.1K shares2.54%2026-03-312026-05-12

GILD GILEAD SCIENCES INC2.6K shares8.73%2026-03-312026-05-12

UBER UBER TECHNOLOGIES INC4.3K shares1.47%2026-03-312026-05-12

NUBD NUSHARES ETF TR14.6K shares16.07%2026-03-312026-05-12

TMO THERMO FISHER SCIENTIFIC INC674 shares-4.53%2026-03-312026-05-12

TLT ISHARES TR3.5K shares22.51%2026-03-312026-05-12

Sponsored

DHR DANAHER CORP DEL1.7K shares1.83%2026-03-312026-05-12

SPGI S&P GLOBAL INC669 shares2.29%2026-03-312026-05-12

COF CAPITAL ONE FINL CORP1.5K shares1.81%2026-03-312026-05-12

WM WASTE MGMT INC DEL1.3K shares15.83%2026-03-312026-05-12

CDNS CADENCE DESIGN SYSTEM INC731 sharesnew addition2026-03-312026-05-12

BK BANK NEW YORK MELLON CORP2.0K shares0.00%2026-03-312026-05-12

SSNC SS&C TECH HLDGS3.9K shares-91.82%2026-03-312026-05-12

ALL ALLSTATE CORP1.2K shares0.00%2026-03-312026-05-12

Sponsored

XSOE WISDOMTREE TR5.1K sharesnew addition2026-03-312026-05-12

KBDC KAYNE ANDERSON BDC INC15.8K shares0.00%2026-03-312026-05-12

WTS WATTS WATER TECHNOLOGIES INC758 shares0.00%2026-03-312026-05-12

INTU INTUIT560 shares4.67%2026-03-312026-05-12

NOW SERVICENOW INC2.4K shares2.30%2026-03-312026-05-12

MCK MCKESSON CORP302 shares0.00%2026-03-312026-05-12

AAPL

APPLE INC

-14.69%

Shares38.6K

Event2026-03-31

Filed2026-05-12

SCHF

SCHWAB STRATEGIC TR

381.60%

Shares390.6K

Event2026-03-31

Filed2026-05-12

IVW

ISHARES TR

10.56%

Shares74.9K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

1.44%

Shares23.8K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

-0.06%

Shares39.8K

Event2026-03-31

Filed2026-05-12

CMI

CUMMINS INC

-15.74%

Shares9.6K

Event2026-03-31

Filed2026-05-12

CVX

CHEVRON CORPORATION

-0.86%

Shares35.9K

Event2026-03-31

Filed2026-05-12

JNJ

JOHNSON & JOHNSON

-5.78%

Shares29.5K

Event2026-03-31

Filed2026-05-12

JPM

JPMORGAN CHASE & CO

-2.27%

Shares21.1K

Event2026-03-31

Filed2026-05-12

WMT

WALMART INC

2.66%

Shares48.5K

Event2026-03-31

Filed2026-05-12

MASTERCARD INCORPORATED

-0.08%

Shares12.4K

Event2026-03-31

Filed2026-05-12

SPY

STATE STR SPDR S&P 500 ETF T

19.82%

Shares8.1K

Event2026-03-31

Filed2026-05-12

BERKSHIRE HATHAWAY INC DEL

0.52%

Shares12.3K

Event2026-03-31

Filed2026-05-12

IBM

INTERNATIONAL BUSINESS MACHS

1.90%

Shares25.0K

Event2026-03-31

Filed2026-05-12

TXN

TEXAS INSTRS INC

245.95%

Shares18.6K

Event2026-03-31

Filed2026-05-12

ISHARES GOLD TR

3.11%

Shares60.9K

Event2026-03-31

Filed2026-05-12

PANW

PALO ALTO NETWORKS INC

0.94%

Shares25.1K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

-38.36%

Shares13.9K

Event2026-03-31

Filed2026-05-12

DGX

QUEST DIAGNOSTICS INC

-0.85%

Shares28.3K

Event2026-03-31

Filed2026-05-12

HOME DEPOT INC

1.42%

Shares16.5K

Event2026-03-31

Filed2026-05-12