Sign In
test

Andrew Harris

Sgl Investment Advisors, Inc.

Assets Managed
$266.478M
Holdings
126
Last Quarter
2026 - Q1
Filed Date
9d ago
Growth Rate
6.6%(2Q avg: 5.39%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Sgl Investment Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 126 positions.

Assets under management

The assets under management (AUM) of Sgl Investment Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 266.478M in assets, with a quarterly growth rate of 6.6% and a 2-quarter average growth rate of 5.39%. The portfolio is managed by Andrew Harris, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -14.69%
4.25%
$11.304M
38,624 shares@ $292.68 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 381.61%
4.02%
$10.687M
390,605 shares@ $27.37 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 10.57%
3.83%
$10.199M
74,868 shares@ $136.24 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 1.44%
3.69%
$9.829M
23,818 shares@ $412.66 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.06%
3.28%
$8.733M
39,796 shares@ $219.44 avg price
CMI
Cummins Inc
Recent Activity
Decreased -15.74%
2.54%
$6.748M
9,603 shares@ $702.67 avg price
CVX
Chevron Corp
Recent Activity
Decreased -0.86%
2.49%
$6.625M
35,863 shares@ $184.74 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -5.78%
2.46%
$6.531M
29,495 shares@ $221.43 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -2.26%
2.38%
$6.322M
21,072 shares@ $300.0 avg price
WMT
Walmart Inc
Recent Activity
Increased 2.66%
2.33%
$6.193M
48,536 shares@ $127.6 avg price

1-10 of 126