SGL Investment Advisors, Inc.
All 13F Filings
- Location
- Missoula, MT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 289,890
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 131 | 289,890 | 13F-HR | SGL Investment Advisors, Inc. |
| Q1 2026 | 5/12/2026 | 126 | 266,478 | 13F-HR | SGL Investment Advisors, Inc. |
| Q4 2025 | 2/6/2026 | 126 | 249,990 | 13F-HR | SGL Investment Advisors, Inc. |
| Q3 2025 | 11/4/2025 | 126 | 239,975 | 13F-HR | SGL Investment Advisors, Inc. |
| Q2 2025 | 7/23/2025 | 120 | 210,156 | 13F-HR | SGL Investment Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 217.5 K | 75.0% | 16.36 K | 0 | 16.36 K |
| ETFs | 67.2 K | 23.2% | 6.717 K | 0 | 6.717 K |
| Debt | 2.393 K | 0.8% | 0 | 57 | -57 |
| Other | 2.767 K | 1.0% | 386 | 0 | 386 |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
289,890
Holdings
131
QoQ value change ($000)
23,412
(8.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.