SGL Investment Advisors, Inc.
RIA/Wealth
SGL Investment Advisors, Inc. is a RIA/Wealth based in Missoula, MT led by Scott Gregory Long, reporting $351.3M in AUM as of Q3 2025 with AAPL as the largest holding (5% allocation).
ChairmanScott Gregory Long
- Portfolio Value
- $237.4M
- Positions
- 124
- Top Holding
- AAPL at 5.03%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in SGL Investment Advisors, Inc.'s portfolio (33.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $12.0M | 5.03% | +$459.3K Bought | 0.00% 44.4K shares | |
Software - Infrastructure Technology | $11.3M | 4.78% | +$240.4K Bought | 0.00% 22.0K shares | |
Semiconductors Technology | $8.1M | 3.41% | +$992.6K Bought | 0.00% 39.1K shares | |
Internet Content & Information Communication Services | $7.5M | 3.16% | -$388.4K Sold | 0.00% 26.4K shares | |
Information Technology Services Technology | $7.3M | 3.08% | -$143.2K Sold | 0.00% 24.0K shares | |
ETF ETF | $7.3M | 3.08% | +$860.0K Bought | — 58.3K shares | |
Banks - Diversified Financial Services | $6.9M | 2.90% | +$301.9K Bought | 0.00% 22.2K shares | |
Financial - Credit Services Financial Services | $6.6M | 2.78% | -$134.4K Sold | 0.00% 12.1K shares | |
Industrial - Machinery Industrials | $6.3M | 2.67% | -$13.1K Sold | 0.01% 14.5K shares | |
Drug Manufacturers - General Healthcare | $6.1M | 2.56% | -$30.0K Sold | 0.00% 32.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in SGL Investment Advisors, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-79.25% | |
-55.48% |
Analytics
Portfolio insights and performance metrics for SGL Investment Advisors, Inc.
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