Institutional Manager · CIK 0002043186
SGL Investment Advisors, Inc.
MISSOULA, MT · File #028-24503
Latest AUM
$250.0M
Positions
126
Top-10 Concentration
38.0%
Filings
6
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 45,277 | $12.5M | 6.03% |
| 2 | MICROSOFT CORP | MSFT | 23,481 | $9.2M | 4.47% |
| 3 | ISHARES TR | 464287309 | 67,717 | $8.0M | 3.87% |
| 4 | ALPHABET INC | GOOG | 22,531 | $7.5M | 3.61% |
| 5 | JOHNSON & JOHNSON | JNJ | 31,306 | $7.4M | 3.60% |
| 6 | INTERNATIONAL BUSINESS MACHS | INTR | 24,560 | $7.1M | 3.44% |
| 7 | NVIDIA CORPORATION | NVDA | 39,820 | $6.8M | 3.31% |
| 8 | MASTERCARD INCORPORATED | MA | 12,401 | $6.8M | 3.31% |
| 9 | JPMORGAN CHASE & CO. | VYLD | 21,561 | $6.7M | 3.23% |
| 10 | CHEVRON CORP NEW | CVX | 36,175 | $6.5M | 3.13% |
| 11 | HOME DEPOT INC | HD | 16,284 | $6.2M | 3.01% |
| 12 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 12,283 | $6.2M | 2.99% |
| 13 | CUMMINS INC | CMI | 11,397 | $6.2M | 2.98% |
| 14 | WALMART INC | WMT | 47,279 | $6.0M | 2.90% |
| 15 | TRAVELERS COMPANIES INC | TRV | 19,584 | $5.9M | 2.84% |
| 16 | QUEST DIAGNOSTICS INC | DGX | 28,499 | $5.5M | 2.65% |
| 17 | ISHARES GOLD TR | IAU | 59,032 | $5.3M | 2.58% |
| 18 | META PLATFORMS INC | META | 7,607 | $5.1M | 2.46% |
| 19 | SPDR S&P 500 ETF TR | SPY | 6,792 | $4.6M | 2.22% |
| 20 | L3HARRIS TECHNOLOGIES INC | LHX | 13,160 | $4.5M | 2.18% |