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.
- Q1 2026: Stock TXN; Country of operation United States; Class COM; Shares before 5,389.
- Q1 2026: Stock YELP; Country of operation United States; Class CL A; Shares before 87,098.
- Q1 2026: Stock IBM; Country of operation United States; Class COM; Shares before 24,560.
- Q1 2026: Stock PANW; Country of operation United States; Class COM; Shares before 24,909.
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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| Q1 2026 | TXN
TEXAS INSTRS INC | United States | COM | 5,389 | 18,643 | +13,254 | $1,207,028 | $5,551,140 | +$4,344,112 | 2026-05-12 |
|---|
| Q1 2026 | YELP
YELP INC | United States | CL A | 87,098 | 166,765 | +79,667 | $2,093,836 | $4,215,819 | +$2,121,983 | 2026-05-12 |
|---|
| Q1 2026 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 24,560 | 25,027 | +467 | $7,119,698 | $5,594,786 | -$1,524,912 | 2026-05-12 |
|---|
| Q1 2026 | PANW
PALO ALTO NETWORKS INC | United States | COM | 24,909 | 25,143 | +234 | $3,855,166 | $5,372,053 | +$1,516,887 | 2026-05-12 |
|---|
| Q1 2026 | HD
HOME DEPOT INC | United States | COM | 16,284 | 16,516 | +232 | $6,226,605 | $5,143,036 | -$1,083,569 | 2026-05-12 |
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| Q1 2026 | MSFT
MICROSOFT CORP | United States | COM | 23,481 | 23,818 | +337 | $9,243,946 | $9,828,654 | +$584,708 | 2026-05-12 |
|---|
| Q1 2026 | LHX
L3HARRIS TECHNOLOGIES INC | United States | COM | 13,160 | 13,407 | +247 | $4,503,615 | $4,053,606 | -$450,009 | 2026-05-12 |
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| Q1 2026 | META
META PLATFORMS INC | United States | CL A | 7,607 | 7,830 | +223 | $5,098,287 | $4,689,074 | -$409,213 | 2026-05-12 |
|---|
| Q1 2026 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 12,283 | 12,347 | +64 | $6,189,281 | $5,921,004 | -$268,277 | 2026-05-12 |
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| Q1 2026 | OMC
OMNICOM GROUP INC | United States | COM | 38,794 | 39,106 | +312 | $2,681,441 | $2,938,816 | +$257,375 | 2026-05-12 |
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| Q1 2026 | ORCL
ORACLE CORP | United States | COM | 4,128 | 4,193 | +65 | $563,389 | $812,771 | +$249,382 | 2026-05-12 |
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| Q1 2026 | QCOM
QUALCOMM INC | United States | COM | 2,184 | 2,222 | +38 | $297,679 | $527,792 | +$230,113 | 2026-05-12 |
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| Q1 2026 | CSCO
CISCO SYS INC | United States | COM | 11,892 | 11,926 | +34 | $979,424 | $1,177,345 | +$197,921 | 2026-05-12 |
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| Q1 2026 | WMT
WALMART INC | United States | COM | 47,279 | 48,536 | +1,257 | $6,001,592 | $6,192,723 | +$191,131 | 2026-05-12 |
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| Q1 2026 | WFC
WELLS FARGO & CO | United States | COM | 9,464 | 9,754 | +290 | $870,783 | $717,699 | -$153,084 | 2026-05-12 |
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| Q1 2026 | ABT
ABBOTT LABORATORIES | United States | COM | 6,019 | 6,104 | +85 | $656,553 | $503,946 | -$152,607 | 2026-05-12 |
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| Q1 2026 | ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 1,762 | 2,560 | +798 | $412,290 | $541,875 | +$129,585 | 2026-05-12 |
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| Q1 2026 | AXP
AMERICAN EXPRESS CO | United States | COM | 2,367 | 2,372 | +5 | $839,386 | $740,823 | -$98,563 | 2026-05-12 |
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| Q1 2026 | DHR
DANAHER CORP DEL | United States | COM | 1,696 | 1,727 | +31 | $365,912 | $287,580 | -$78,332 | 2026-05-12 |
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| Q1 2026 | IAU
ISHARES GOLD TR | United States | ISHARES NEW | 59,032 | 60,866 | +1,834 | $5,344,167 | $5,420,726 | +$76,559 | 2026-05-12 |
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| Q1 2026 | C
CITIGROUP INC | United States | COM NEW | 3,764 | 4,008 | +244 | $435,645 | $504,407 | +$68,762 | 2026-05-12 |
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| Q1 2026 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 8,081 | 9,472 | +1,391 | $380,615 | $447,363 | +$66,748 | 2026-05-12 |
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| Q1 2026 | MRK
MERCK & CO INC | United States | COM | 7,926 | 7,946 | +20 | $949,139 | $884,231 | -$64,908 | 2026-05-12 |
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| Q1 2026 | LIN
LINDE PLC | United Kingdom | SHS | 706 | 765 | +59 | $324,541 | $385,866 | +$61,325 | 2026-05-12 |
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| Q1 2026 | COF
CAPITAL ONE FINL CORP | United States | COM | 1,434 | 1,460 | +26 | $311,078 | $268,538 | -$42,540 | 2026-05-12 |
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| Q1 2026 | COST
COSTCO WHOLESALE CORPORATION | United States | COM | 973 | 1,003 | +30 | $962,867 | $1,002,771 | +$39,904 | 2026-05-12 |
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| Q1 2026 | PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 3,167 | 3,269 | +102 | $411,742 | $447,493 | +$35,751 | 2026-05-12 |
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| Q1 2026 | PEP
PEPSICO INC | United States | COM | 1,981 | 2,447 | +466 | $331,865 | $365,671 | +$33,806 | 2026-05-12 |
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| Q1 2026 | LLY
ELI LILLY & CO | United States | COM | 784 | 798 | +14 | $800,339 | $771,658 | -$28,681 | 2026-05-12 |
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| Q1 2026 | RTX
RTX CORPORATION | United States | COM | 2,357 | 2,441 | +84 | $461,901 | $435,987 | -$25,914 | 2026-05-12 |
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| Q1 2026 | DIS
DISNEY WALT CO | United States | COM | 6,253 | 6,515 | +262 | $656,377 | $682,251 | +$25,874 | 2026-05-12 |
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| Q1 2026 | T
AT&T INC | United States | COM | 13,706 | 14,054 | +348 | $374,311 | $349,523 | -$24,788 | 2026-05-12 |
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| Q1 2026 | WM
WASTE MGMT INC DEL | United States | COM | 1,080 | 1,251 | +171 | $244,728 | $267,852 | +$23,124 | 2026-05-12 |
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| Q1 2026 | NOW
SERVICENOW INC | United States | COM | 2,345 | 2,399 | +54 | $240,667 | $219,485 | -$21,182 | 2026-05-12 |
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| Q1 2026 | PM
PHILIP MORRIS INTL INC | United States | COM | 2,275 | 2,379 | +104 | $414,050 | $433,240 | +$19,190 | 2026-05-12 |
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| Q1 2026 | SPGI
S&P GLOBAL INC | United States | COM | 654 | 669 | +15 | $295,418 | $281,649 | -$13,769 | 2026-05-12 |
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| Q1 2026 | INTU
INTUIT | United States | COM | 535 | 560 | +25 | $232,677 | $220,242 | -$12,435 | 2026-05-12 |
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| Q1 2026 | GILD
GILEAD SCIENCES INC | United States | COM | 2,382 | 2,590 | +208 | $355,799 | $345,817 | -$9,982 | 2026-05-12 |
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| Q1 2026 | UBER
UBER TECHNOLOGIES INC | United States | COM | 4,285 | 4,348 | +63 | $322,275 | $331,100 | +$8,825 | 2026-05-12 |
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| Q1 2026 | PFE
PFIZER INC | United States | COM | 14,545 | 14,731 | +186 | $385,297 | $380,207 | -$5,090 | 2026-05-12 |
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| Q1 2026 | V
VISA INC | United States | COM CL A | 2,241 | 2,265 | +24 | $737,580 | $733,543 | -$4,037 | 2026-05-12 |
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| Q1 2026 | GE
GE AEROSPACE | United States | COM NEW | 1,394 | 1,409 | +15 | $427,080 | $423,785 | -$3,295 | 2026-05-12 |
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| Q1 2026 | ORLY
OREILLY AUTOMOTIVE INC | United States | COM | 46,478 | 47,225 | +747 | $4,315,947 | $4,314,004 | -$1,943 | 2026-05-12 |
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