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Home > Institutional Investor > Sgl Investment Advisors, Inc. > Profile

Instuitional Investor - Sgl Investment Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Sgl Investment Advisors, Inc.
Portfolio Value $266,477,665
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 38,624 $11,304,367 4.24%
2.
Schwab Strategic Trust
 SCHD 390,605 $10,686,953 4.01%
3.
Ishares Trust
 IEF 74,868 $10,199,268 3.83%
4.
Microsoft Corp
 MSFT 23,818 $9,828,654 3.69%
5.
Nvidia Corp
 NVDA 39,796 $8,732,834 3.28%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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