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.
- Q4 2024: Stock IBM; Country of operation United States; Class COM; Shares before 21,699.
- Q4 2024: Stock META; Country of operation United States; Class CL A; Shares before 6,459.
- Q4 2024: Stock JPM; Country of operation United States; Class COM; Shares before 28,332.
- Q4 2024: Stock TMUS; Country of operation United States; Class COM; Shares before 1,075.
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 |
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| Q4 2024 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 21,699 | 24,457 | +2,758 | $4,534,874 | $6,256,345 | +$1,721,471 | 2025-02-14 |
|---|
| Q4 2024 | META
META PLATFORMS INC | United States | CL A | 6,459 | 6,695 | +236 | $3,727,876 | $4,856,419 | +$1,128,543 | 2025-02-14 |
|---|
| Q4 2024 | JPM
JPMORGAN CHASE & CO. | United States | COM | 28,332 | 28,474 | +142 | $6,852,661 | $7,843,163 | +$990,502 | 2025-02-14 |
|---|
| Q4 2024 | TMUS
T-MOBILE US INC | United States | COM | 1,075 | 4,378 | +3,303 | $255,581 | $1,117,616 | +$862,035 | 2025-02-14 |
|---|
| Q4 2024 | SSNC
SS&C TECHNOLOGIES HLDGS INC | United States | COM | 58,706 | 58,936 | +230 | $4,357,746 | $5,191,672 | +$833,926 | 2025-02-14 |
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| Q4 2024 | ADBE
ADOBE INC | United States | COM | 7,714 | 10,498 | +2,784 | $4,087,417 | $4,858,054 | +$770,637 | 2025-02-14 |
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| Q4 2024 | MA
MASTERCARD INCORPORATED | United States | CL A | 11,775 | 12,190 | +415 | $6,127,710 | $6,882,474 | +$754,764 | 2025-02-14 |
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| Q4 2024 | ORLY
OREILLY AUTOMOTIVE INC | United States | COM | 4,024 | 4,123 | +99 | $4,926,986 | $5,460,089 | +$533,103 | 2025-02-14 |
|---|
| Q4 2024 | UPS
UNITED PARCEL SERVICE INC | United States | CL B | 29,899 | 30,536 | +637 | $3,965,803 | $3,489,043 | -$476,760 | 2025-02-14 |
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| Q4 2024 | GOOG
ALPHABET INC | United States | CAP STK CL C | 25,697 | 27,074 | +1,377 | $4,557,363 | $5,020,332 | +$462,969 | 2025-02-14 |
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| Q4 2024 | AAPL
APPLE INC | United States | COM | 40,616 | 40,825 | +209 | $9,269,384 | $9,670,159 | +$400,775 | 2025-02-14 |
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| Q4 2024 | PSA
PUBLIC STORAGE OPER CO | United States | COM | 14,195 | 14,519 | +324 | $4,709,759 | $4,357,297 | -$352,462 | 2025-02-14 |
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| Q4 2024 | DGX
QUEST DIAGNOSTICS INC | United States | COM | 26,570 | 27,476 | +906 | $4,167,239 | $4,515,681 | +$348,442 | 2025-02-14 |
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| Q4 2024 | JNJ
JOHNSON & JOHNSON | United States | COM | 30,541 | 31,481 | +940 | $4,638,262 | $4,887,747 | +$249,485 | 2025-02-14 |
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| Q4 2024 | ICLR
ICON PLC | | SHS | 16,165 | 16,172 | +7 | $3,233,323 | $3,016,563 | -$216,760 | 2025-02-14 |
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| Q4 2024 | TRV
TRAVELERS COMPANIES INC | United States | COM | 19,459 | 19,889 | +430 | $4,991,623 | $4,786,487 | -$205,136 | 2025-02-14 |
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| Q4 2024 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 11,092 | 11,425 | +333 | $5,187,728 | $5,389,515 | +$201,787 | 2025-02-14 |
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| Q4 2024 | HD
HOME DEPOT INC | United States | COM | 15,502 | 15,910 | +408 | $6,289,471 | $6,477,566 | +$188,095 | 2025-02-14 |
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| Q4 2024 | MSFT
MICROSOFT CORP | United States | COM | 20,632 | 21,150 | +518 | $8,807,594 | $8,651,328 | -$156,266 | 2025-02-14 |
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| Q4 2024 | CVX
CHEVRON CORP NEW | United States | COM | 33,229 | 33,721 | +492 | $5,376,452 | $5,223,430 | -$153,022 | 2025-02-14 |
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| Q4 2024 | NFLX
NETFLIX INC | United States | COM | 322 | 406 | +84 | $269,598 | $417,088 | +$147,490 | 2025-02-14 |
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| Q4 2024 | SCHW
SCHWAB CHARLES CORP | United States | COM | 38,039 | 38,680 | +641 | $3,050,347 | $3,182,590 | +$132,243 | 2025-02-14 |
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| Q4 2024 | ACN
ACCENTURE PLC IRELAND | | SHS CLASS A | 2,608 | 2,758 | +150 | $944,279 | $1,072,393 | +$128,114 | 2025-02-14 |
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| Q4 2024 | AMZN
AMAZON COM INC | United States | COM | 2,781 | 2,983 | +202 | $588,126 | $682,898 | +$94,772 | 2025-02-14 |
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| Q4 2024 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 7,216 | 7,415 | +199 | $1,267,000 | $1,361,498 | +$94,498 | 2025-02-14 |
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| Q4 2024 | KO
COCA COLA CO | United States | COM | 4,378 | 5,243 | +865 | $273,844 | $360,248 | +$86,404 | 2025-02-14 |
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| Q4 2024 | KR
KROGER CO | United States | COM | 11,688 | 11,699 | +11 | $690,527 | $769,794 | +$79,267 | 2025-02-14 |
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| Q4 2024 | DECK
DECKERS OUTDOOR CORP | United States | COM | 3,566 | 3,580 | +14 | $630,683 | $551,427 | -$79,256 | 2025-02-14 |
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| Q4 2024 | PANW
PALO ALTO NETWORKS INC | United States | COM | 14,027 | 28,480 | +14,453 | $5,532,109 | $5,602,870 | +$70,761 | 2025-02-14 |
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| Q4 2024 | AMD
ADVANCED MICRO DEVICES INC | United States | COM | 5,007 | 5,592 | +585 | $695,172 | $624,738 | -$70,434 | 2025-02-14 |
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| Q4 2024 | PODD
INSULET CORP | United States | COM | 3,459 | 3,471 | +12 | $903,352 | $970,318 | +$66,966 | 2025-02-14 |
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| Q4 2024 | GE
GE AEROSPACE | United States | COM NEW | 1,230 | 1,364 | +134 | $219,432 | $285,949 | +$66,517 | 2025-02-14 |
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| Q4 2024 | V
VISA INC | United States | COM CL A | 675 | 771 | +96 | $208,069 | $270,999 | +$62,930 | 2025-02-14 |
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| Q4 2024 | COST
COSTCO WHSL CORP NEW | United States | COM | 357 | 366 | +9 | $329,829 | $390,093 | +$60,264 | 2025-02-14 |
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| Q4 2024 | TSCO
TRACTOR SUPPLY CO | United States | COM | 12,920 | 65,088 | +52,168 | $3,579,874 | $3,636,467 | +$56,593 | 2025-02-14 |
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| Q4 2024 | STE
STERIS PLC | Ireland | SHS USD | 10,949 | 11,309 | +360 | $2,421,809 | $2,477,915 | +$56,106 | 2025-02-14 |
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| Q4 2024 | SRE
SEMPRA | United States | COM | 7,847 | 7,888 | +41 | $709,683 | $654,152 | -$55,531 | 2025-02-14 |
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| Q4 2024 | MCD
MCDONALDS CORP | United States | COM | 676 | 835 | +159 | $201,827 | $256,725 | +$54,898 | 2025-02-14 |
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| Q4 2024 | LLY
ELI LILLY & CO | United States | COM | 272 | 305 | +33 | $213,855 | $266,256 | +$52,401 | 2025-02-14 |
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| Q4 2024 | NVDA
NVIDIA CORPORATION | United States | COM | 5,134 | 5,388 | +254 | $753,466 | $706,582 | -$46,884 | 2025-02-14 |
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| Q4 2024 | PG
PROCTER AND GAMBLE CO | United States | COM | 1,503 | 1,754 | +251 | $251,121 | $297,443 | +$46,322 | 2025-02-14 |
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| Q4 2024 | CSCO
CISCO SYS INC | United States | COM | 4,220 | 4,508 | +288 | $244,422 | $281,898 | +$37,476 | 2025-02-14 |
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| Q4 2024 | VRTX
VERTEX PHARMACEUTICALS INC | United States | COM | 1,321 | 1,333 | +12 | $639,311 | $604,116 | -$35,195 | 2025-02-14 |
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| Q4 2024 | DIS
DISNEY WALT CO | United States | COM | 1,848 | 2,084 | +236 | $201,654 | $227,635 | +$25,981 | 2025-02-14 |
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| Q4 2024 | IPG
INTERPUBLIC GROUP COS INC | United States | COM | 122,746 | 134,738 | +11,992 | $3,584,183 | $3,608,284 | +$24,101 | 2025-02-14 |
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| Q4 2024 | WM
WASTE MGMT INC DEL | United States | COM | 2,991 | 3,019 | +28 | $663,165 | $686,521 | +$23,356 | 2025-02-14 |
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| Q4 2024 | LHX
L3HARRIS TECHNOLOGIES INC | United States | COM | 12,727 | 15,635 | +2,908 | $3,158,332 | $3,136,537 | -$21,795 | 2025-02-14 |
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| Q4 2024 | BAC
BANK AMERICA CORP | United States | COM | 4,985 | 5,406 | +421 | $228,812 | $249,811 | +$20,999 | 2025-02-14 |
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| Q4 2024 | CL
COLGATE PALMOLIVE CO | United States | COM | 5,006 | 5,057 | +51 | $457,799 | $438,594 | -$19,205 | 2025-02-14 |
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| Q4 2024 | CRM
SALESFORCE INC | United States | COM | 687 | 738 | +51 | $227,844 | $240,677 | +$12,833 | 2025-02-14 |
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| Q4 2024 | ALL
ALLSTATE CORP | United States | COM | 2,782 | 2,809 | +27 | $544,660 | $531,828 | -$12,832 | 2025-02-14 |
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| Q4 2024 | ORCL
ORACLE CORP | United States | COM | 1,475 | 1,561 | +86 | $275,899 | $268,835 | -$7,064 | 2025-02-14 |
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| Q4 2024 | XOMXXXX
EXXON MOBIL CORP | | COM | 1,854 | 2,110 | +256 | $223,518 | $226,506 | +$2,988 | 2025-02-14 |
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