13F Filings History of SGL Investment Advisors, Inc.

Latest 13F report
Q4 2025 - 06 Feb 2026
Value $
$249,990,172
Signature - Title
Andrew Harris - Research Associate
Location
Missoula, MT
Summary
This page shows a list of all the recent 13F filings made by SGL Investment Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SGL Investment Advisors, Inc. reported 126 stock holdings with total value $249,990,172 as of Q4 2025. Top holdings included AAPL, MSFT, IVW, GOOG, and JNJ.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 126 $249,990,172 +$28,174,179 -$20,600,415 +$7,573,764 AAPL, MSFT, IVW, GOOG, JNJ 13F-HR 06 Feb 2026, 16:35
Q3 2025 126 $238,366,858 +$22,747,743 -$8,808,595 +$13,939,148 AAPL, MSFT, NVDA, GOOG, IBM 13F-HR 04 Nov 2025, 16:19
Q2 2025 120 $210,155,733 +$17,396,177 -$8,754,704 +$8,641,473 MSFT, AAPL, IBM, MA, JPM 13F-HR 23 Jul 2025, 13:08
Q1 2025 116 $193,611,439 +$20,018,385 -$17,332,900 +$2,685,485 MSFT, AAPL, MA, IBM, BRKB 13F-HR 09 May 2025, 11:02
Q4 2024 114 $198,358,561 +$18,305,692 -$9,892,195 +$8,413,497 AAPL, MSFT, JPM, MA, HD 13F-HR 13 Feb 2025, 18:13
Q3 2024 106 $190,195,214 $0 $0 $0 AAPL, MSFT, JPM, CMI, HD 13F-HR 15 Nov 2024, 10:22