Advertisement
Screener

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

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

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, SGL Investment Advisors, Inc. opened 17 positions, added to 46, reduced 35, sold out of 12 and left 3 unchanged. The largest increase in value was LRCX (+$4,186,914); the largest decrease was ADBE (-$3,669,850).

  • ADBE: Country of operation United States; Class COM; Shares 2026-03-31 14,909; Shares 2026-06-30 0.
  • TSCO: Country of operation United States; Class COM; Shares 2026-03-31 58,961; Shares 2026-06-30 0.
  • AXP: Country of operation United States; Class COM; Shares 2026-03-31 2,372; Shares 2026-06-30 0.
  • CMCSA: Country of operation United States; Class CL A; Shares 2026-03-31 28,672; Shares 2026-06-30 0.

Two Form 13F-HR filings compared (SEC CIK 2043186): 2026-03-31 (filed 2026-05-12) and 2026-06-30 (filed 2026-08-11). 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; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
ADBE
ADOBE INC
United StatesCOM14,9090-14,909$3,669,850$0-$3,669,850
TSCO
TRACTOR SUPPLY CO
United StatesCOM58,9610-58,961$1,783,570$0-$1,783,570
AXP
AMERICAN EXPRESS CO
United StatesCOM2,3720-2,372$740,823$0-$740,823
CMCSA
COMCAST CORP NEW
United StatesCL A28,6720-28,672$717,660$0-$717,660
DIS
DISNEY WALT CO
United StatesCOM6,5150-6,515$682,251$0-$682,251
C
CITIGROUP INC
United StatesCOM NEW4,0080-4,008$504,407$0-$504,407
APP
APPLOVIN CORP
United StatesCOM CL A8000-800$382,736$0-$382,736
PEP
PEPSICO INC
United StatesCOM2,4470-2,447$365,671$0-$365,671
TMO
THERMO FISHER SCIENTIFIC INC
United StatesCOM6740-674$305,052$0-$305,052
DHR
DANAHER CORP DEL
United StatesCOM1,7270-1,727$287,580$0-$287,580
KBDC
KAYNE ANDERSON BDC INC
United StatesCOM SHS15,7990-15,799$230,665$0-$230,665
INTU
INTUIT
United StatesCOM5600-560$220,242$0-$220,242

Similar Firms

Firm NameCountry13F ValueHoldings
S.A. Mason LLCUnited States$0.266B266
GKV Capital Management Co., Inc.United States$0.267B88
Roehl & Yi Investment Advisors, LLCUnited States$0.266B180
Texas Bank & Trust CoUnited States$0.266B405
Weinberger Asset Management, IncUnited States$0.267B92
Orland Properties LtdUnited States$0.267B10
TRV GP IV, LLCUnited States$0.267B2
Strategic Equity ManagementUnited States$0.266B70
LECAP ASSET MANAGEMENT LTDUnited Kingdom$0.266B267
Indigo Partners LLCUnited States$0.267B2