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SGL Investment Advisors, Inc. Historic Quarter Change: USA Stocks, Sold Out

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SGL Investment Advisors, Inc. historic quarter change: USA Stocks, Sold out

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 ADBE; Country of operation United States; Class COM; Shares before 14,909.
  • Q2 2026: Stock TSCO; Country of operation United States; Class COM; Shares before 58,961.
  • Q2 2026: Stock AXP; Country of operation United States; Class COM; Shares before 2,372.
  • Q2 2026: Stock CMCSA; Country of operation United States; Class CL A; Shares before 28,672.

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.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026ADBE
ADOBE INC		United StatesCOM14,9090-14,909$3,669,850$0-$3,669,8502026-08-11
Q2 2026TSCO
TRACTOR SUPPLY CO		United StatesCOM58,9610-58,961$1,783,570$0-$1,783,5702026-08-11
Q2 2026AXP
AMERICAN EXPRESS CO		United StatesCOM2,3720-2,372$740,823$0-$740,8232026-08-11
Q2 2026CMCSA
COMCAST CORP NEW		United StatesCL A28,6720-28,672$717,660$0-$717,6602026-08-11
Q2 2026DIS
DISNEY WALT CO		United StatesCOM6,5150-6,515$682,251$0-$682,2512026-08-11
Q2 2026C
CITIGROUP INC		United StatesCOM NEW4,0080-4,008$504,407$0-$504,4072026-08-11
Q2 2026APP
APPLOVIN CORP		United StatesCOM CL A8000-800$382,736$0-$382,7362026-08-11
Q2 2026PEP
PEPSICO INC		United StatesCOM2,4470-2,447$365,671$0-$365,6712026-08-11
Q2 2026TMO
THERMO FISHER SCIENTIFIC INC		United StatesCOM6740-674$305,052$0-$305,0522026-08-11
Q2 2026DHR
DANAHER CORP DEL		United StatesCOM1,7270-1,727$287,580$0-$287,5802026-08-11
Q2 2026KBDC
KAYNE ANDERSON BDC INC		United StatesCOM SHS15,7990-15,799$230,665$0-$230,6652026-08-11
Q2 2026INTU
INTUIT		United StatesCOM5600-560$220,242$0-$220,2422026-08-11
Q1 2026ACN
ACCENTURE PLC IRELAND		SHS CLASS A1,0930-1,093$255,303$0-$255,3032026-05-12
Q4 2025CAG
CONAGRA BRANDS INC		United StatesCOM216,6030-216,603$3,745,066$0-$3,745,0662026-02-06
Q4 2025NXST
NEXSTAR MEDIA GROUP INC		United StatesCOMMON STOCK16,1700-16,170$3,154,767$0-$3,154,7672026-02-06
Q4 2025IPG
INTERPUBLIC GROUP COS INC		United StatesCOM115,7570-115,757$2,895,083$0-$2,895,0832026-02-06
Q4 2025ISRG
INTUITIVE SURGICAL INC		United StatesCOM NEW9840-984$535,503$0-$535,5032026-02-06
Q4 2025BSX
BOSTON SCIENTIFIC CORP		United StatesCOM3,1850-3,185$314,009$0-$314,0092026-02-06
Q4 2025PODD
INSULET CORP		United StatesCOM7920-792$252,466$0-$252,4662026-02-06
Q4 2025CDNS
CADENCE DESIGN SYSTEM INC		United StatesCOM7310-731$245,185$0-$245,1852026-02-06
Q4 2025LUV
SOUTHWEST AIRLS CO		United StatesCOM7,6440-7,644$232,607$0-$232,6072026-02-06
Q4 2025SYK
STRYKER CORPORATION		United StatesCOM6360-636$227,790$0-$227,7902026-02-06
Q4 2025VST
VISTRA CORP		United StatesCOM1,1210-1,121$216,398$0-$216,3982026-02-06
Q3 2025DECK
DECKERS OUTDOOR CORP		United StatesCOM5,0110-5,011$527,608$0-$527,6082025-11-04
Q3 2025DBX
DROPBOX INC		United StatesCL A16,1430-16,143$441,672$0-$441,6722025-11-04
Q2 2025WTS
WATTS WATER TECHNOLOGIES INC		United StatesCL A3,2520-3,252$764,220$0-$764,2202025-07-23
Q2 2025BNY
BANK NEW YORK MELLON CORP		United StatesCOM8,5080-8,508$727,434$0-$727,4342025-07-23
Q2 2025VRTX
VERTEX PHARMACEUTICALS INC		United StatesCOM1,3230-1,323$568,361$0-$568,3612025-07-23
Q2 2025LII
LENNOX INTL INC		United StatesCOM7800-780$449,576$0-$449,5762025-07-23
Q2 2025CL
COLGATE PALMOLIVE CO		United StatesCOM4,9270-4,927$447,519$0-$447,5192025-07-23
Q2 2025BX
BLACKSTONE INC		United StatesCOM1,9010-1,901$265,779$0-$265,7792025-07-23
Q2 2025PEP
PEPSICO INC		United StatesCOM2,0020-2,002$263,156$0-$263,1562025-07-23
Q1 2025UPS
UNITED PARCEL SERVICE INC		United StatesCL B30,5360-30,536$3,489,043$0-$3,489,0432025-05-09
Q1 2025ICLR
ICON PLC		SHS16,1720-16,172$3,016,563$0-$3,016,5632025-05-09
Q1 2025DHR
DANAHER CORPORATION		United StatesCOM13,3280-13,328$2,694,655$0-$2,694,6552025-05-09
Q1 2025SRE
SEMPRA		United StatesCOM7,8880-7,888$654,152$0-$654,1522025-05-09
Q1 2025TMO
THERMO FISHER SCIENTIFIC INC		United StatesCOM4030-403$216,814$0-$216,8142025-05-09
Q4 2024INTC
INTEL CORP		United StatesCOM94,4910-94,491$2,365,110$0-$2,365,1102025-02-14
Q4 2024A
AGILENT TECHNOLOGIES INC		United StatesCOM3,6120-3,612$470,355$0-$470,3552025-02-14
Q4 2024CTSH
COGNIZANT TECHNOLOGY SOLUTIO		United StatesCL A4,0830-4,083$329,784$0-$329,7842025-02-14
Q4 2024GIS
GENERAL MLS INC		United StatesCOM4,9820-4,982$322,385$0-$322,3852025-02-14
Q4 2024CACI
CACI INTL INC		United StatesCL A4150-415$203,898$0-$203,8982025-02-14

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