SGL Investment Advisors, Inc.

MISSOULA, MT · CIK 2043186 · 13F filing filed 2026-08-11

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyMissoula, MT

$289.9m reported value +8.8% vs Q1 2026

131positions

32.4%in top 10

17 new 68 added 43 reduced 12 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	MICROSOFT CORP COM MSFT	MSFT	24,859	$12.6m4.34%	4.34%	Added +1.0k	+1,041 4.4%
2	APPLE INC COM AAPL	AAPL	38,055	$11.7m4.05%	4.05%	Reduced -569	-569 -1.5%
3	ISHARES TR S&P 500 GRWT ETF IVW	IVW	82,316	$11.7m4.03%	4.03%	Added +7.4k	+7,448 9.9%
4	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	413,584	$11.6m4.01%	4.01%	Added +23.0k	+22,979 5.9%
5	NVIDIA CORPORATION COM NVDA	NVDA	40,345	$8.8m3.03%	3.03%	Added +549	+549 1.4%
6	PALO ALTO NETWORKS INC COM PANW	PANW	20,770	$8.0m2.76%	2.76%	Reduced -4.4k	-4,373 -17.4%
7	JPMORGAN CHASE & CO COM JPM	JPM	21,529	$7.7m2.67%	2.67%	Added +457	+457 2.2%
8	JOHNSON & JOHNSON COM JNJ	JNJ	29,360	$7.7m2.65%	2.65%	Reduced -135	-135 -0.5%
9	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	9,256	$7.2m2.47%	2.47%	Added +1.1k	+1,118 13.7%
10	CHEVRON CORP NEW COM CVX	CVX	35,909	$7.0m2.41%	2.41%	Added +46	+46 0.1%
11	MASTERCARD INCORPORATED CL A MA	MA	12,409	$7.0m2.41%	2.41%	Added +18	+18 0.1%
12	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	12,445	$6.6m2.27%	2.27%	Added +98	+98 0.8%
13	QUEST DIAGNOSTICS INC COM DGX	DGX	27,290	$6.5m2.24%	2.24%	Reduced -968	-968 -3.4%
14	CUMMINS INC COM CMI	CMI	9,742	$6.2m2.13%	2.13%	Added +139	+139 1.4%
15	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	25,664	$6.1m2.09%	2.09%	Added +637	+637 2.5%
16	HOME DEPOT INC COM HD	HD	17,115	$6.0m2.07%	2.07%	Added +599	+599 3.6%
17	TEXAS INSTRS INC COM TXN	TXN	20,035	$5.6m1.94%	1.94%	Added +1.4k	+1,392 7.5%
18	TRAVELERS COMPANIES INC COM TRV	TRV	14,689	$5.5m1.90%	1.90%	Added +178	+178 1.2%
19	ISHARES GOLD TR ISHARES NEW IAU	IAU	66,231	$5.5m1.89%	1.89%	Added +5.4k	+5,365 8.8%
20	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	63,245	$5.1m1.77%	1.77%	Added +13.3k	+13,290 26.6%
21	EATON CORP PLC SHS ETN	ETN	11,490	$5.1m1.76%	1.76%	Added +1.3k	+1,277 12.5%
22	ALPHABET INC CAP STK CL C GOOG	GOOG	13,876	$4.9m1.70%	1.70%	Reduced -13	-13 -0.1%
23	LAM RESEARCH CORP COM NEW LRCX	LRCX	15,749	$4.8m1.66%	1.66%	Added +13.6k	+13,592 630.1%
24	META PLATFORMS INC CL A META	META	7,860	$4.7m1.61%	1.61%	Added +30	+30 0.4%
25	WALMART INC COM WMT	WMT	39,012	$4.4m1.52%	1.52%	Reduced -9.5k	-9,524 -19.6%
26	SCHWAB CHARLES CORP COM SCHW	SCHW	40,332	$4.4m1.50%	1.50%	Added +968	+968 2.5%
27	OREILLY AUTOMOTIVE INC COM ORLY	ORLY	46,353	$4.3m1.47%	1.47%	Reduced -872	-872 -1.9%
28	YELP INC CL A YELP	YELP	167,319	$4.1m1.42%	1.42%	Added +554	+554 0.3%
29	PUBLIC STORAGE COM PSA	PSA	12,560	$4.1m1.41%	1.41%	Reduced -218	-218 -1.7%
30	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	13,449	$3.9m1.34%	1.34%	Added +42	+42 0.3%
31	ISHARES TR RUS 2000 GRW ETF IWO	IWO	8,653	$3.4m1.16%	1.16%	Added +722	+722 9.1%
32	OMNICOM GROUP INC COM OMC	OMC	38,620	$3.3m1.13%	1.13%	Reduced -486	-486 -1.2%
33	NUSHARES ETF TR NUVEEN ESG LRGCP NULG	NULG	26,331	$3.1m1.06%	1.06%	Reduced -1.2k	-1,172 -4.3%
34	SCHLUMBERGER LTD COM STK SLB	SLB	57,503	$3.1m1.06%	1.06%	New
35	STERIS PLC SHS USD STE	STE	11,583	$2.8m0.95%	0.95%	Reduced -214	-214 -1.8%
36	KROGER CO COM KR	KR	48,943	$2.8m0.95%	0.95%	Reduced -2.4k	-2,401 -4.7%
37	SPDR SER TR BLOOMBERG HIGH Y JNK	JNK	25,808	$2.5m0.85%	0.85%	Added +5.0k	+4,976 23.9%
38	RESMED INC COM RMD	RMD	10,409	$2.3m0.79%	0.79%	Reduced -838	-838 -7.5%
39	AMAZON COM INC COM AMZN	AMZN	6,799	$1.9m0.65%	0.65%	Added +635	+635 10.3%
40	ISHARES TR EAFE GRWTH ETF EFG	EFG	14,642	$1.8m0.64%	0.64%	Added +2.0k	+1,996 15.8%
41	APPLIED MATLS INC COM AMAT	AMAT	3,356	$1.8m0.60%	0.60%	Reduced -817	-817 -19.6%
42	SCHWAB STRATEGIC TR US REIT ETF SCHH	SCHH	68,583	$1.6m0.56%	0.56%	Reduced -40.4k	-40,401 -37.1%
43	ISHARES TR CORE S&P MCP ETF IJH	IJH	20,153	$1.6m0.54%	0.54%	Added +2.4k	+2,377 13.4%
44	MICRON TECHNOLOGY INC COM MU	MU	1,744	$1.5m0.52%	0.52%	Reduced -1.1k	-1,115 -39.0%
45	ISHARES TR MRNING SM CP ETF ISCV	ISCV	17,984	$1.5m0.50%	0.50%	Added +2.0k	+2,033 12.8%
46	ALPHABET INC CAP STK CL A GOOGL	GOOGL	3,946	$1.4m0.49%	0.49%	Reduced -3.6k	-3,620 -47.9%
47	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	51,824	$1.3m0.46%	0.46%	Added +9.7k	+9,705 23.0%
48	AMGEN INC COM AMGN	AMGN	3,193	$1.3m0.46%	0.46%	Reduced -22	-22 -0.7%
49	ADVANCED MICRO DEVICES INC COM AMD	AMD	2,773	$1.3m0.45%	0.45%	Reduced -1.3k	-1,287 -31.7%
50	TELADOC HEALTH INC NOTE 1.250% 6/0 · principal TDOC 1.25 06.01.27 · principal	TDOC 1.25 06.01.27	1,325,000	$1.3m0.44%	0.44%	Reduced -50.0k	-50,000 -3.6%
51	FLEXSHARES TR STOX US ESG SLCT ESG	ESG	6,827	$1.2m0.43%	0.43%	Reduced -118	-118 -1.7%
52	BROADCOM INC COM AVGO	AVGO	2,895	$1.2m0.42%	0.42%	Added +216	+216 8.1%
53	CISCO SYS INC COM CSCO	CSCO	9,926	$1.2m0.42%	0.42%	Reduced -2.0k	-2,000 -16.8%
54	NUSHARES ETF TR NUVEEN ESG SMLCP NUSC	NUSC	22,679	$1.2m0.41%	0.41%	Reduced -166	-166 -0.7%
55	ELI LILLY & CO COM LLY	LLY	923	$1.1m0.39%	0.39%	Added +125	+125 15.7%
56	NUSHARES ETF TR NUVEEN ESG INTL NUDM	NUDM	27,064	$1.1m0.39%	0.39%	Added +158	+158 0.6%
57	ENPHASE ENERGY INC NOTE 3/0 · principal ENPH 0 03.01.28 · principal	ENPH 0 03.01.28	1,200,000	$1.1m0.38%	0.38%	Reduced -40.0k	-40,000 -3.2%
58	MERCK & CO INC COM MRK	MRK	8,197	$1.1m0.37%	0.37%	Added +251	+251 3.2%
59	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	17,630	$1.1m0.37%	0.37%	Added +2.0k	+1,992 12.7%
60	VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF VSS	VSS	6,668	$1.1m0.36%	0.36%	Added +855	+855 14.7%
61	MORGAN STANLEY COM NEW MS	MS	4,817	$1.0m0.36%	0.36%	Added +200	+200 4.3%
62	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	28,545	$995.1k0.34%	0.34%	Added +6.5k	+6,514 29.6%
63	ABBVIE INC COM ABBV	ABBV	3,901	$967.3k0.33%	0.33%	Added +377	+377 10.7%
64	VISA INC COM CL A V	V	2,624	$948.1k0.33%	0.33%	Added +359	+359 15.8%
65	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	3,002	$916.4k0.32%	0.32%	Added +347	+347 13.1%
66	PROCTER AND GAMBLE CO COM PG	PG	5,844	$855.8k0.30%	0.30%	Added +502	+502 9.4%
67	MARVELL TECHNOLOGY INC COM MRVL	MRVL	4,102	$855.5k0.30%	0.30%	New
68	LINDE PLC SHS LIN	LIN	1,737	$855.4k0.30%	0.30%	Added +972	+972 127.1%
69	DELL TECHNOLOGIES INC CL C DELL	DELL	1,822	$834.3k0.29%	0.29%	New
70	FIRST TR EXCHANGE-TRADED FD NASDQ CLN EDGE GRID	GRID	4,298	$795.9k0.27%	0.27%	Added +62	+62 1.5%
71	BANK NEW YORK MELLON CORP COM BNY	BNY	4,821	$768.6k0.27%	0.27%	Added +2.8k	+2,821 141.1%
72	COCA COLA CO COM KO	KO	8,684	$754.4k0.26%	0.26%	Reduced -3.7k	-3,746 -30.1%
73	VANGUARD INTL EQUITY INDEX F GLB EX US ETF VNQI	VNQI	16,342	$744.6k0.26%	0.26%	Added +3.5k	+3,452 26.8%
74	BANK AMERICA CORP COM BAC	BAC	11,619	$742.0k0.26%	0.26%	Added +3.5k	+3,510 43.3%
75	NETFLIX INC COM NFLX	NFLX	9,637	$735.2k0.25%	0.25%	Added +3.8k	+3,783 64.6%
76	COSTCO WHSL CORP NEW COM COST	COST	767	$731.1k0.25%	0.25%	Reduced -236	-236 -23.5%
77	INTEL CORP COM INTC	INTC	7,157	$698.0k0.24%	0.24%	Reduced -2.1k	-2,133 -23.0%
78	WESTERN DIGITAL CORP COM WDC	WDC	1,590	$697.0k0.24%	0.24%	New
79	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	2,498	$683.6k0.24%	0.24%	Reduced -62	-62 -2.4%
80	GE AEROSPACE COM NEW GE	GE	1,793	$657.5k0.23%	0.23%	Added +384	+384 27.2%
81	EXXON MOBIL CORP COM XOM	XOM	4,036	$644.9k0.22%	0.22%	Added +375	+375 10.2%
82	UNILEVER PLC SPON ADR NEW UL	UL	10,169	$639.2k0.22%	0.22%	Added +162	+162 1.6%
83	AMPLIFY ETF TR AMPLIFY ETHO CLI ETHO	ETHO	7,710	$635.3k0.22%	0.22%	Reduced -202	-202 -2.5%
84	GOLDMAN SACHS GROUP INC COM GS	GS	614	$635.2k0.22%	0.22%	Reduced -330	-330 -35.0%
85	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	3,617	$633.8k0.22%	0.22%	Added +348	+348 10.7%
86	BLACKROCK INC COM BLK	BLK	542	$613.2k0.21%	0.21%	Reduced -2	-2 -0.4%
87	UNITEDHEALTH GROUP INC COM UNH	UNH	1,482	$605.8k0.21%	0.21%	Reduced -873	-873 -37.1%
88	INVESCO EXCH TRADED FD TR II EMRNG MKT SVRG PCY	PCY	28,615	$604.3k0.21%	0.21%	Added +4.5k	+4,518 18.8%
89	TESLA INC COM TSLA	TSLA	1,787	$591.3k0.20%	0.20%	Added +292	+292 19.5%
90	RTX CORPORATION COM RTX	RTX	2,599	$582.5k0.20%	0.20%	Added +158	+158 6.5%
91	CATERPILLAR INC COM CAT	CAT	664	$556.2k0.19%	0.19%	Reduced -54	-54 -7.5%
92	ORACLE CORP COM ORCL	ORCL	3,666	$553.7k0.19%	0.19%	Reduced -527	-527 -12.6%
93	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	1,043	$546.4k0.19%	0.19%	New
94	WELLS FARGO CO NEW COM WFC	WFC	6,214	$543.8k0.19%	0.19%	Reduced -3.5k	-3,540 -36.3%
95	GE VERNOVA INC COM GEV	GEV	535	$530.1k0.18%	0.18%	New
96	BOOKING HOLDINGS INC COM BKNG	BKNG	2,352	$500.7k0.17%	0.17%	New
97	PHILIP MORRIS INTL INC COM PM	PM	2,626	$488.4k0.17%	0.17%	Added +247	+247 10.4%
98	VERIZON COMMUNICATIONS INC COM VZ	VZ	9,508	$447.2k0.15%	0.15%	Added +36	+36 0.4%
99	ISHARES TR ESG AWRE 1 5 YR SUSB	SUSB	17,684	$438.9k0.15%	0.15%	Added +536	+536 3.1%
100	LOWES COS INC COM LOW	LOW	1,973	$431.9k0.15%	0.15%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ADOBE INC ADBE	ADBE	14,909	$3.7m14.9k shares
TRACTOR SUPPLY CO TSCO	TSCO	58,961	$1.8m59.0k shares
AMERICAN EXPRESS CO AXP	AXP	2,372	$740.8k2.4k shares
COMCAST CORP NEW CMCSA	CMCSA	28,672	$717.7k28.7k shares
DISNEY WALT CO DIS	DIS	6,515	$682.3k6.5k shares
CITIGROUP INC C	C	4,008	$504.4k4.0k shares
APPLOVIN CORP APP	APP	800	$382.7k800 shares
PEPSICO INC PEP	PEP	2,447	$365.7k2.4k shares
THERMO FISHER SCIENTIFIC INC TMO	TMO	674	$305.1k674 shares
DANAHER CORPORATION DHR	DHR	1,727	$287.6k1.7k shares
KAYNE ANDERSON BDC INC KBDC	KBDC	15,799	$230.7k15.8k shares
INTUIT INTU	INTU	560	$220.2k560 shares