SGL Investment Advisors, Inc. historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 7 quarters from 2024-09-30 to 2026-06-30, SGL Investment Advisors, Inc. opened 66 positions, added to 360, reduced 212 and sold out of 42.
- Q2 2026: Stock LRCX; Country of operation United States; Class COM NEW; Shares before 2,157.
- Q2 2026: Stock MSFT; Country of operation United States; Class COM; Shares before 23,818.
- Q2 2026: Stock JPM; Country of operation United States; Class COM; Shares before 21,072.
- Q2 2026: Stock TRV; Country of operation United States; Class COM; Shares before 14,511.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2043186), 7 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-11); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-12); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-06); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-04); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-23); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-09); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-09-30.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | LRCX
LAM RESEARCH CORP | United States | COM NEW | 2,157 | 15,749 | +13,592 | $638,580 | $4,825,494 | +$4,186,914 | 2026-08-11 |
|---|
| Q2 2026 | MSFT
MICROSOFT CORP | United States | COM | 23,818 | 24,859 | +1,041 | $9,828,654 | $12,580,223 | +$2,751,569 | 2026-08-11 |
|---|
| Q2 2026 | JPM
JPMORGAN CHASE & CO | United States | COM | 21,072 | 21,529 | +457 | $6,321,600 | $7,745,919 | +$1,424,319 | 2026-08-11 |
|---|
| Q2 2026 | TRV
TRAVELERS COMPANIES INC | United States | COM | 14,511 | 14,689 | +178 | $4,311,653 | $5,517,482 | +$1,205,829 | 2026-08-11 |
|---|
| Q2 2026 | SCHW
SCHWAB CHARLES CORP | United States | COM | 39,364 | 40,332 | +968 | $3,457,340 | $4,355,453 | +$898,113 | 2026-08-11 |
|---|
| Q2 2026 | HD
HOME DEPOT INC | United States | COM | 16,516 | 17,115 | +599 | $5,143,036 | $6,003,759 | +$860,723 | 2026-08-11 |
|---|
| Q2 2026 | ETN
EATON CORP PLC | | SHS | 10,213 | 11,490 | +1,277 | $4,279,247 | $5,112,590 | +$833,343 | 2026-08-11 |
|---|
| Q2 2026 | MA
MASTERCARD INCORPORATED | United States | CL A | 12,391 | 12,409 | +18 | $6,168,364 | $6,988,377 | +$820,013 | 2026-08-11 |
|---|
| Q2 2026 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 12,347 | 12,445 | +98 | $5,921,004 | $6,588,632 | +$667,628 | 2026-08-11 |
|---|
| Q2 2026 | CMI
CUMMINS INC | United States | COM | 9,603 | 9,742 | +139 | $6,747,644 | $6,184,416 | -$563,228 | 2026-08-11 |
|---|
| Q2 2026 | BNY
BANK OF NY MELLON CORP | United States | COM | 2,000 | 4,821 | +2,821 | $264,980 | $768,612 | +$503,632 | 2026-08-11 |
|---|
| Q2 2026 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 25,027 | 25,664 | +637 | $5,594,786 | $6,064,660 | +$469,874 | 2026-08-11 |
|---|
| Q2 2026 | LIN
LINDE PLC | United Kingdom | SHS | 765 | 1,737 | +972 | $385,866 | $855,403 | +$469,537 | 2026-08-11 |
|---|
| Q2 2026 | CVX
CHEVRON CORPORATION | United States | COM | 35,863 | 35,909 | +46 | $6,625,260 | $6,999,059 | +$373,799 | 2026-08-11 |
|---|
| Q2 2026 | LLY
ELI LILLY & CO | United States | COM | 798 | 923 | +125 | $771,658 | $1,137,081 | +$365,423 | 2026-08-11 |
|---|
| Q2 2026 | BAC
BANK OF AMER CORP | United States | COM | 8,109 | 11,619 | +3,510 | $409,910 | $741,989 | +$332,079 | 2026-08-11 |
|---|
| Q2 2026 | ABBV
ABBVIE INC | United States | COM | 3,524 | 3,901 | +377 | $714,597 | $967,331 | +$252,734 | 2026-08-11 |
|---|
| Q2 2026 | NFLX
NETFLIX INC. | United States | COM | 5,854 | 9,637 | +3,783 | $500,224 | $735,207 | +$234,983 | 2026-08-11 |
|---|
| Q2 2026 | GE
GE AEROSPACE | United States | COM NEW | 1,409 | 1,793 | +384 | $423,785 | $657,493 | +$233,708 | 2026-08-11 |
|---|
| Q2 2026 | AMZN
AMAZON COM INC | United States | COM | 6,164 | 6,799 | +635 | $1,658,054 | $1,890,734 | +$232,680 | 2026-08-11 |
|---|
| Q2 2026 | V
VISA INC | United States | COM CL A | 2,265 | 2,624 | +359 | $733,543 | $948,104 | +$214,561 | 2026-08-11 |
|---|
| Q2 2026 | MRK
MERCK & CO INC | United States | COM | 7,946 | 8,197 | +251 | $884,231 | $1,073,151 | +$188,920 | 2026-08-11 |
|---|
| Q2 2026 | PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 3,269 | 3,617 | +348 | $447,493 | $633,807 | +$186,314 | 2026-08-11 |
|---|
| Q2 2026 | NOW
SERVICENOW INC | United States | COM | 2,399 | 3,098 | +699 | $219,485 | $394,809 | +$175,324 | 2026-08-11 |
|---|
| Q2 2026 | QCOM
QUALCOMM INC | United States | COM | 2,222 | 2,240 | +18 | $527,792 | $363,261 | -$164,531 | 2026-08-11 |
|---|
| Q2 2026 | COF
CAPITAL ONE FINL CORP | United States | COM | 1,460 | 1,953 | +493 | $268,538 | $427,648 | +$159,110 | 2026-08-11 |
|---|
| Q2 2026 | LHX
L3HARRIS TECHNOLOGIES INC | United States | COM | 13,407 | 13,449 | +42 | $4,053,606 | $3,896,444 | -$157,162 | 2026-08-11 |
|---|
| Q2 2026 | MS
MORGAN STANLEY | United States | COM NEW | 4,617 | 4,817 | +200 | $882,309 | $1,037,245 | +$154,936 | 2026-08-11 |
|---|
| Q2 2026 | RTX
RTX CORPORATION | United States | COM | 2,441 | 2,599 | +158 | $435,987 | $582,488 | +$146,501 | 2026-08-11 |
|---|
| Q2 2026 | YELP
YELP INC | United States | CL A | 166,765 | 167,319 | +554 | $4,215,819 | $4,107,681 | -$108,138 | 2026-08-11 |
|---|
| Q2 2026 | UBER
UBER TECHNOLOGIES INC | United States | COM | 4,348 | 5,528 | +1,180 | $331,100 | $431,350 | +$100,250 | 2026-08-11 |
|---|
| Q2 2026 | XOMXXXX
EXXON MOBIL CORP | | COM | 3,661 | 4,036 | +375 | $548,023 | $644,887 | +$96,864 | 2026-08-11 |
|---|
| Q2 2026 | SPGI
S&P GLOBAL INC | United States | COM | 669 | 915 | +246 | $281,649 | $376,010 | +$94,361 | 2026-08-11 |
|---|
| Q2 2026 | PG
PROCTER & GAMBLE CO | United States | COM | 5,342 | 5,844 | +502 | $765,829 | $855,795 | +$89,966 | 2026-08-11 |
|---|
| Q2 2026 | T
AT&T INC | United States | COM | 14,054 | 17,880 | +3,826 | $349,523 | $430,014 | +$80,491 | 2026-08-11 |
|---|
| Q2 2026 | AVGO
BROADCOM INC | United States | COM | 2,679 | 2,895 | +216 | $1,147,764 | $1,222,848 | +$75,084 | 2026-08-11 |
|---|
| Q2 2026 | TSLA
TESLA INC | United States | COM | 1,495 | 1,787 | +292 | $665,275 | $591,283 | -$73,992 | 2026-08-11 |
|---|
| Q2 2026 | TXN
TEXAS INSTRS INC | United States | COM | 18,643 | 20,035 | +1,392 | $5,551,140 | $5,618,615 | +$67,475 | 2026-08-11 |
|---|
| Q2 2026 | PM
PHILIP MORRIS INTL INC | United States | COM | 2,379 | 2,626 | +247 | $433,240 | $488,436 | +$55,196 | 2026-08-11 |
|---|
| Q2 2026 | NVDA
NVIDIA CORPORATION | United States | COM | 39,796 | 40,345 | +549 | $8,732,834 | $8,777,055 | +$44,221 | 2026-08-11 |
|---|
| Q2 2026 | IAU
ISHARES GOLD TR | United States | ISHARES NEW | 60,866 | 66,231 | +5,365 | $5,420,726 | $5,464,720 | +$43,994 | 2026-08-11 |
|---|
| Q2 2026 | NEE
NEXTERA ENERGY INC | United States | COM | 4,443 | 4,599 | +156 | $421,374 | $389,535 | -$31,839 | 2026-08-11 |
|---|
| Q2 2026 | PFE
PFIZER INC | United States | COM | 14,731 | 14,975 | +244 | $380,207 | $405,074 | +$24,867 | 2026-08-11 |
|---|
| Q2 2026 | GILD
GILEAD SCIENCES INC | United States | COM | 2,590 | 2,734 | +144 | $345,817 | $363,786 | +$17,969 | 2026-08-11 |
|---|
| Q2 2026 | META
META PLATFORMS INC | United States | CL A | 7,830 | 7,860 | +30 | $4,689,074 | $4,676,071 | -$13,003 | 2026-08-11 |
|---|
| Q2 2026 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 9,472 | 9,508 | +36 | $447,363 | $447,161 | -$202 | 2026-08-11 |
|---|