MondegarAI
SGL Investment Advisors, Inc.

Q4 2024 · 13F-HR

SGL Investment Advisors, Inc.holdings as filed

Filed 2025-02-14 · accession 0002043186-25-000002

$198.4M
Reported value
114
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$9.7M4.88%40,825CommonNONE
594918104MSFTMICROSOFT CORP$8.7M4.36%21,150CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$7.8M3.95%28,474CommonNONE
57636Q104MAMASTERCARD INCORPORATED$6.9M3.47%12,190CommonNONE
437076102HDHOME DEPOT INC$6.5M3.27%15,910CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$6.3M3.15%24,457CommonNONE
697435105PANWPALO ALTO NETWORKS INC$5.6M2.82%28,480CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$5.5M2.75%4,123CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$5.4M2.72%11,425CommonNONE
231021106CMICUMMINS INC$5.3M2.67%14,545CommonNONE
166764100CVXCHEVRON CORP NEW$5.2M2.63%33,721CommonNONE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$5.2M2.62%58,936CommonNONE
02079K107GOOGALPHABET INC$5.0M2.53%27,074CommonNONE
478160104JNJJOHNSON & JOHNSON$4.9M2.46%31,481CommonNONE
00724F101ADBEADOBE INC$4.9M2.45%10,498CommonNONE
30303M102METAMETA PLATFORMS INC$4.9M2.45%6,695CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$4.8M2.41%19,889CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$4.5M2.28%27,476CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$4.4M2.20%14,519CommonNONE
464287309IVWISHARES TR$4.1M2.07%39,149CommonNONE
205887102CAGCONAGRA BRANDS INC$4.0M2.03%162,965CommonNONE
892356106TSCOTRACTOR SUPPLY CO$3.6M1.83%65,088CommonNONE
460690100IPGINTERPUBLIC GROUP COS INC$3.6M1.82%134,738CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$3.5M1.76%30,536CommonNONE
65336K103NXSTNEXSTAR MEDIA GROUP INC$3.4M1.70%22,584CommonNONE
904767704UNILEVER PLC$3.3M1.66%55,752CommonNONE
808513105SCHWSCHWAB CHARLES CORP$3.2M1.60%38,680CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$3.1M1.58%15,635CommonNONE
G4705A100ICLRICON PLC$3.0M1.52%16,172CommonNONE
235851102DHRDANAHER CORPORATION$2.7M1.36%13,328CommonNONE
G8473T100STESTERIS PLC$2.5M1.25%11,309CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$2.2M1.11%3,638CommonNONE
67092P201NULGNUSHARES ETF TR$1.9M0.96%21,646CommonNONE
02079K305GOOGLALPHABET INC$1.4M0.69%7,415CommonNONE
87918AAF2TDOC 1.25 06/01/27TELADOC HEALTH INC$1.3M0.64%1,415,000CommonNONE
866082AA8INN 1.5 02/15/26SUMMIT HOTEL PPTYS$1.1M0.58%1,200,000CommonNONE
464287648IWOISHARES TR$1.1M0.58%3,913CommonNONE
872590104TMUST-MOBILE US INC$1.1M0.56%4,378CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$1.1M0.55%13,523CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1.1M0.54%2,758CommonNONE
808524847SCHHSCHWAB STRATEGIC TR$982,6300.50%45,853CommonNONE
45784P101PODDINSULET CORP$970,3180.49%3,471CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$931,9160.47%1,767CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$902,6680.46%45,844CommonNONE
20030N101CMCSACOMCAST CORP NEW$852,4330.43%24,425CommonNONE
33939L696ESGFLEXSHARES TR$787,2940.40%5,453CommonNONE
501044101KRKROGER CO$769,7940.39%11,699CommonNONE
58155Q103MCKMCKESSON CORP$752,0800.38%1,264CommonNONE
882508104TXNTEXAS INSTRS INC$742,8190.37%4,127CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$742,4640.37%2,525CommonNONE
302301AE6EZCORP INC$741,8670.37%729,000CommonNONE
064058100BKBANK NEW YORK MELLON CORP$733,2400.37%8,594CommonNONE
67092P607NUSCNUSHARES ETF TR$725,2180.37%16,988CommonNONE
942749102WTSWATTS WATER TECHNOLOGIES INC$719,5830.36%3,255CommonNONE
67066G104NVDANVIDIA CORPORATION$706,5820.36%5,388CommonNONE
09290D101BLKBLACKROCK INC$695,2290.35%714CommonNONE
67092P805NUDMNUSHARES ETF TR$691,0630.35%21,677CommonNONE
94106L109WMWASTE MGMT INC DEL$686,5210.35%3,019CommonNONE
023135106AMZNAMAZON COM INC$682,8980.34%2,983CommonNONE
464285204IAUISHARES GOLD TR$675,6150.34%12,340CommonNONE
816851109SRESEMPRA$654,1520.33%7,888CommonNONE
464288885EFGISHARES TR$644,6500.32%6,246CommonNONE
031162100AMGNAMGEN INC$629,3630.32%2,133CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$624,7380.31%5,592CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$604,1160.30%1,333CommonNONE
78468R622JNKSPDR SER TR$597,9290.30%6,220CommonNONE
038222105AMATAPPLIED MATLS INC$580,6570.29%3,210CommonNONE
243537107DECKDECKERS OUTDOOR CORP$551,4270.28%3,580CommonNONE
020002101ALLALLSTATE CORP$531,8280.27%2,809CommonNONE
26210C104DBXDROPBOX INC$512,5370.26%16,067CommonNONE
33737A108GRIDFIRST TR EXCHANGE TRADED FD$501,5960.25%4,154CommonNONE
464287507IJHISHARES TR$496,7270.25%7,841CommonNONE
931142103WMTWALMART INC$490,4970.25%4,734CommonNONE
526107107LIILENNOX INTL INC$475,4100.24%781CommonNONE
97717W604DESWISDOMTREE TR$438,8170.22%12,895CommonNONE
194162103CLCOLGATE PALMOLIVE CO$438,5940.22%5,057CommonNONE
64110L106NFLXNETFLIX INC$417,0880.21%406CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$390,0930.20%366CommonNONE
032108557ETHOAMPLIFY ETF TR$369,5030.19%6,090CommonNONE
191216100KOCOCA COLA CO$360,2480.18%5,243CommonNONE
922908538VOTVANGUARD INDEX FDS$359,7080.18%1,314CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$353,7630.18%7,799CommonNONE
922042718VSSVANGUARD INTL EQUITY INDEX F$349,6530.18%2,989CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$346,2710.17%13,262CommonNONE
742718109PGPROCTER AND GAMBLE CO$297,4430.15%1,754CommonNONE
369604301GEGE AEROSPACE$285,9490.14%1,364CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$284,7230.14%7,025CommonNONE
949746101WMT2WELLS FARGO CO NEW$282,2090.14%3,561CommonNONE
17275R102CSCOCISCO SYS INC$281,8980.14%4,508CommonNONE
92826C839VVISA INC$270,9990.14%771CommonNONE
68389X105ORCLORACLE CORP$268,8350.14%1,561CommonNONE
G54950103LINLINDE PLC$268,7160.14%586CommonNONE
617446448MSMORGAN STANLEY$267,9130.14%1,954CommonNONE
532457108LLYELI LILLY & CO$266,2560.13%305CommonNONE
11135F101AVGOBROADCOM INC$261,8760.13%1,108CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$258,9510.13%399CommonNONE
580135101MCDMCDONALDS CORP$256,7250.13%835CommonNONE
88160R101TSLATESLA INC$254,4020.13%756CommonNONE
58933Y105MRKMERCK & CO INC$251,9550.13%2,941CommonNONE
002824100ABTABBOTT LABS$251,1930.13%1,925CommonNONE
060505104BACBANK AMERICA CORP$249,8110.13%5,406CommonNONE
025816109AXPAMERICAN EXPRESS CO$249,1030.13%813CommonNONE
00287Y109ABBVABBVIE INC$243,3730.12%1,261CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$241,7400.12%410CommonNONE
79466L302CRMSALESFORCE INC$240,6770.12%738CommonNONE
09260D107BXBLACKSTONE INC$232,8080.12%1,447CommonNONE
922042676VNQIVANGUARD INTL EQUITY INDEX F$232,6750.12%5,755CommonNONE
713448108PEPPEPSICO INC$231,0730.12%1,605CommonNONE
844741108LUVSOUTHWEST AIRLS CO$228,4030.12%7,644CommonNONE
254687106DISDISNEY WALT CO$227,6350.11%2,084CommonNONE
30231G102XOMEXXON MOBIL CORP$226,5060.11%2,110CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$216,8140.11%403CommonNONE
718172109PMPHILIP MORRIS INTL INC$209,8460.11%1,400CommonNONE
461202103INTUINTUIT$204,0950.10%354CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.