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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 $249,990,172
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 45,277 $12,492,511 5%
2.
Microsoft Corp
 MSFT 23,481 $9,243,946 3.7%
3.
Ishares Trust
 IEF 67,717 $8,008,890 3.2%
4.
Alphabet Inc.
 GOOGL 22,531 $7,465,196 2.99%
5.
Johnson & Johnson
 JNJ 31,306 $7,444,263 2.98%
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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