SGL Investment Advisors
SGL Investment Advisors reported 129 stocks worth $287M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are MSFT (4.4%), AAPL (4.1%) and IVW (4.1%). Compared with Q1 2026, the fund opened new positions in SLB, MRVL and DELL, added to MSFT, IVW and SCHF, trimmed AAPL, PANW and JNJ and sold out of ADBE, TSCO and AXP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MSFT Microsoft Corp | $12.6M | 4.4% | 25K | +1,041 (+4%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $11.7M | 4.1% | 38K | −569 (−1%) | 8 of 8 | |
| 3 |  IVW Ishares TR | $11.7M | 4.1% | 82K | +7,448 (+10%) | 8 of 8 | |
| 4 |  SCHF Schwab International | $11.6M | 4.0% | 414K | +23K (+6%) | 8 of 8 | |
| 5 |  NVDA Nvidia Corporation | $8.8M | 3.0% | 40K | +549 (+1%) | 8 of 8 | |
| 6 |  PANW Palo Alto Networks Inc | $8M | 2.8% | 21K | −4,373 (−17%) | 8 of 8 | |
| 7 |  JPM Jpmorgan Chase & Co. | $7.7M | 2.7% | 22K | +457 (+2%) | 8 of 8 | |
| 8 |  JNJ Johnson & Johnson | $7.7M | 2.7% | 29K | −135 (−0%) | 8 of 8 | |
| 9 |  SPY Spdr S&P 500 ETF TR | $7.2M | 2.5% | 9,256 | +1,118 (+14%) | 8 of 8 | |
| 10 |  CVX Chevron Corp New | $7M | 2.4% | 36K | +46 (+0%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 ADBE Adobe Inc | $3.7M | 15K |
 TSCO Tractor Supply Co | $1.8M | 59K |
 AXP American Express Co | $741K | 2,372 |
 CMCSA Comcast Corp New | $718K | 29K |
 DIS Disney Walt Co | $682K | 6,515 |
🔒 Free account: see all 12.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 11, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →SGL Investment Advisors 13F FAQ
What does SGL Investment Advisors own?
SGL Investment Advisors reported 129 stocks worth $287M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are MSFT (4.4%), AAPL (4.1%) and IVW (4.1%). The table above lists every position in the filing (the top 10 without an account).
What did SGL Investment Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 17 new positions, 68 added to, 40 trimmed and 12 sold out. New positions include SLB, MRVL and DELL. It sold all of ADBE, TSCO and AXP.
When will SGL Investment Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is SGL Investment Advisors's portfolio worth?
The Q2 2026 filing reports $287M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.