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.
- Q3 2025: Stock AAPL; Country of operation United States; Class COM; Shares before 42,710.
- Q3 2025: Stock NVDA; Country of operation United States; Class COM; Shares before 34,290.
- Q3 2025: Stock WMT; Country of operation United States; Class COM; Shares before 32,186.
- Q3 2025: Stock IAU; Country of operation United States; Class ISHARES NEW; Shares before 49,909.
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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| Q3 2025 | AAPL
APPLE INC | United States | COM | 42,710 | 44,417 | +1,707 | $8,969,556 | $11,950,482 | +$2,980,926 | 2025-11-04 |
|---|
| Q3 2025 | NVDA
NVIDIA CORPORATION | United States | COM | 34,290 | 39,088 | +4,798 | $5,486,400 | $8,086,525 | +$2,600,125 | 2025-11-04 |
|---|
| Q3 2025 | WMT
WALMART INC | United States | COM | 32,186 | 44,102 | +11,916 | $3,124,895 | $4,480,299 | +$1,355,404 | 2025-11-04 |
|---|
| Q3 2025 | IAU
ISHARES GOLD TR | United States | ISHARES NEW | 49,909 | 53,198 | +3,289 | $3,107,334 | $4,018,577 | +$911,243 | 2025-11-04 |
|---|
| Q3 2025 | AMD
ADVANCED MICRO DEVICES INC | United States | COM | 5,337 | 6,194 | +857 | $735,545 | $1,608,272 | +$872,727 | 2025-11-04 |
|---|
| Q3 2025 | JPM
JPMORGAN CHASE & CO. | United States | COM | 21,263 | 22,239 | +976 | $6,012,751 | $6,879,635 | +$866,884 | 2025-11-04 |
|---|
| Q3 2025 | LHX
L3HARRIS TECHNOLOGIES INC | United States | COM | 15,083 | 15,844 | +761 | $3,877,688 | $4,572,420 | +$694,732 | 2025-11-04 |
|---|
| Q3 2025 | MSFT
MICROSOFT CORP | United States | COM | 21,487 | 21,952 | +465 | $10,670,852 | $11,349,941 | +$679,089 | 2025-11-04 |
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| Q3 2025 | TSLA
TESLA INC | United States | COM | 2,079 | 2,634 | +555 | $619,147 | $1,233,687 | +$614,540 | 2025-11-04 |
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| Q3 2025 | UNH
UNITEDHEALTH GROUP INC | United States | COM | 656 | 2,382 | +1,726 | $201,851 | $795,088 | +$593,237 | 2025-11-04 |
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| Q3 2025 | PANW
PALO ALTO NETWORKS INC | United States | COM | 23,689 | 24,271 | +582 | $4,832,319 | $5,320,931 | +$488,612 | 2025-11-04 |
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| Q3 2025 | CSCO
CISCO SYS INC | United States | COM | 6,287 | 11,729 | +5,442 | $431,218 | $873,200 | +$441,982 | 2025-11-04 |
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| Q3 2025 | LLY
ELI LILLY & CO | United States | COM | 438 | 872 | +434 | $340,615 | $781,774 | +$441,159 | 2025-11-04 |
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| Q3 2025 | META
META PLATFORMS INC | United States | CL A | 6,772 | 6,977 | +205 | $4,880,377 | $4,449,303 | -$431,074 | 2025-11-04 |
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| Q3 2025 | MRK
MERCK & CO INC | United States | COM | 3,611 | 8,590 | +4,979 | $293,827 | $708,589 | +$414,762 | 2025-11-04 |
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| Q3 2025 | ABBV
ABBVIE INC | United States | COM | 1,821 | 3,582 | +1,761 | $345,571 | $759,241 | +$413,670 | 2025-11-04 |
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| Q3 2025 | CRM
SALESFORCE INC | United States | COM | 1,060 | 2,617 | +1,557 | $290,069 | $683,927 | +$393,858 | 2025-11-04 |
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| Q3 2025 | CAG
CONAGRA BRANDS INC | United States | COM | 162,518 | 216,603 | +54,085 | $3,355,997 | $3,745,066 | +$389,069 | 2025-11-04 |
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| Q3 2025 | PG
PROCTER AND GAMBLE CO | United States | COM | 4,299 | 7,142 | +2,843 | $678,769 | $1,057,159 | +$378,390 | 2025-11-04 |
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| Q3 2025 | MCD
MCDONALDS CORP | United States | COM | 1,100 | 2,353 | +1,253 | $320,824 | $697,397 | +$376,573 | 2025-11-04 |
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| Q3 2025 | KO
COCA COLA CO | United States | COM | 6,419 | 12,120 | +5,701 | $450,891 | $823,807 | +$372,916 | 2025-11-04 |
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| Q3 2025 | V
VISA INC | United States | COM CL A | 1,050 | 2,163 | +1,113 | $372,278 | $728,715 | +$356,437 | 2025-11-04 |
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| Q3 2025 | DIS
DISNEY WALT CO | United States | COM | 2,953 | 6,379 | +3,426 | $359,734 | $715,213 | +$355,479 | 2025-11-04 |
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| Q3 2025 | NOW
SERVICENOW INC | United States | COM | 329 | 725 | +396 | $336,560 | $662,534 | +$325,974 | 2025-11-04 |
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| Q3 2025 | AMGN
AMGEN INC | United States | COM | 2,100 | 3,201 | +1,101 | $623,700 | $948,456 | +$324,756 | 2025-11-04 |
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| Q3 2025 | PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 2,424 | 3,109 | +685 | $338,657 | $644,123 | +$305,466 | 2025-11-04 |
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| Q3 2025 | TRV
TRAVELERS COMPANIES INC | United States | COM | 19,733 | 20,030 | +297 | $5,059,344 | $5,361,230 | +$301,886 | 2025-11-04 |
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| Q3 2025 | RTX
RTX CORPORATION | United States | COM | 1,495 | 2,892 | +1,397 | $216,640 | $512,000 | +$295,360 | 2025-11-04 |
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| Q3 2025 | LIN
LINDE PLC | United Kingdom | SHS | 832 | 1,629 | +797 | $390,998 | $671,441 | +$280,443 | 2025-11-04 |
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| Q3 2025 | SSNC
SS&C TECHNOLOGIES HLDGS INC | United States | COM | 45,041 | 47,396 | +2,355 | $3,748,762 | $4,016,811 | +$268,049 | 2025-11-04 |
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| Q3 2025 | DGX
QUEST DIAGNOSTICS INC | United States | COM | 27,529 | 28,049 | +520 | $4,748,753 | $5,016,283 | +$267,530 | 2025-11-04 |
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| Q3 2025 | ABT
ABBOTT LABS | United States | COM | 2,661 | 4,975 | +2,314 | $354,871 | $616,104 | +$261,233 | 2025-11-04 |
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| Q3 2025 | CMCSA
COMCAST CORP NEW | United States | CL A | 23,985 | 24,280 | +295 | $863,460 | $655,074 | -$208,386 | 2025-11-04 |
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| Q3 2025 | TSCO
TRACTOR SUPPLY CO | United States | COM | 57,445 | 58,555 | +1,110 | $3,261,153 | $3,073,552 | -$187,601 | 2025-11-04 |
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| Q3 2025 | MS
MORGAN STANLEY | United States | COM NEW | 5,204 | 5,392 | +188 | $734,441 | $882,401 | +$147,960 | 2025-11-04 |
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| Q3 2025 | ISRG
INTUITIVE SURGICAL INC | United States | COM NEW | 751 | 984 | +233 | $396,002 | $535,503 | +$139,501 | 2025-11-04 |
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| Q3 2025 | STE
STERIS PLC | Ireland | SHS USD | 11,359 | 11,702 | +343 | $2,641,763 | $2,777,119 | +$135,356 | 2025-11-04 |
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| Q3 2025 | AXP
AMERICAN EXPRESS CO | United States | COM | 2,237 | 2,331 | +94 | $709,084 | $842,936 | +$133,852 | 2025-11-04 |
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| Q3 2025 | SCHW
SCHWAB CHARLES CORP | United States | COM | 38,716 | 39,461 | +745 | $3,559,936 | $3,675,792 | +$115,856 | 2025-11-04 |
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| Q3 2025 | WFC
WELLS FARGO CO NEW | United States | COM | 9,044 | 9,643 | +599 | $737,900 | $841,834 | +$103,934 | 2025-11-04 |
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| Q3 2025 | CVX
CHEVRON CORP NEW | United States | COM | 34,551 | 34,907 | +356 | $5,294,657 | $5,377,102 | +$82,445 | 2025-11-04 |
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| Q3 2025 | BAC
BANK AMERICA CORP | United States | COM | 7,995 | 8,570 | +575 | $376,964 | $459,009 | +$82,045 | 2025-11-04 |
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| Q3 2025 | PM
PHILIP MORRIS INTL INC | United States | COM | 2,407 | 2,469 | +62 | $427,772 | $357,017 | -$70,755 | 2025-11-04 |
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| Q3 2025 | ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 1,659 | 1,705 | +46 | $509,147 | $438,475 | -$70,672 | 2025-11-04 |
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| Q3 2025 | INTU
INTUIT | United States | COM | 929 | 970 | +41 | $725,995 | $655,904 | -$70,091 | 2025-11-04 |
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| Q3 2025 | UBER
UBER TECHNOLOGIES INC | United States | COM | 8,939 | 9,404 | +465 | $871,374 | $937,767 | +$66,393 | 2025-11-04 |
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| Q3 2025 | XOMXXXX
EXXON MOBIL CORP | | COM | 2,978 | 3,478 | +500 | $340,100 | $395,664 | +$55,564 | 2025-11-04 |
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| Q3 2025 | ORLY
OREILLY AUTOMOTIVE INC | United States | COM | 45,717 | 46,175 | +458 | $4,189,506 | $4,234,248 | +$44,742 | 2025-11-04 |
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| Q3 2025 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 11,737 | 11,841 | +104 | $5,604,065 | $5,632,527 | +$28,462 | 2025-11-04 |
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| Q3 2025 | RMD
RESMED INC | United States | COM | 11,070 | 11,299 | +229 | $2,840,451 | $2,812,886 | -$27,565 | 2025-11-04 |
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| Q3 2025 | COST
COSTCO WHSL CORP NEW | United States | COM | 481 | 526 | +45 | $474,451 | $488,407 | +$13,956 | 2025-11-04 |
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| Q3 2025 | BSX
BOSTON SCIENTIFIC CORP | United States | COM | 3,182 | 3,185 | +3 | $325,869 | $314,009 | -$11,860 | 2025-11-04 |
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