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Joel Reynolds

Strategic Global Advisors, Llc

Assets Managed
$625.441M
Holdings
142
Last Quarter
2026 - Q1
Filed Date
30d ago
Growth Rate
-3.38%(2Q avg: -2.67%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Strategic Global Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 142 positions.

Assets under management

The assets under management (AUM) of Strategic Global Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 625.441M in assets, with a quarterly growth rate of -3.38% and a 2-quarter average growth rate of -2.67%. The portfolio is managed by Joel Reynolds, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -2.57%
5.63%
$35.21M
201,891 shares@ $174.4 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.45%
4.05%
$25.298M
87,975 shares@ $287.56 avg price
SPOT
Spotify Technology Sa
Recent Activity
Increased 82.91%
3.97%
$24.814M
51,172 shares@ $484.91 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.96%
3.69%
$23.064M
90,880 shares@ $253.79 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 21.79%
3.4%
$21.236M
68,612 shares@ $309.51 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -2.46%
2.51%
$15.654M
42,290 shares@ $370.17 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -2.35%
2.14%
$13.382M
23,390 shares@ $572.14 avg price
LRCX
Lam Research Corp
Recent Activity
Decreased -2.36%
2.08%
$12.973M
60,719 shares@ $213.67 avg price
NFLX
Netflix Inc
Recent Activity
Decreased -2.47%
1.87%
$11.672M
121,390 shares@ $96.16 avg price
KLAC
Kla Corp
Recent Activity
Decreased -2.31%
1.79%
$11.159M
7,579 shares@ $1472.41 avg price

1-10 of 142