Strategic Global Advisors, LLC

Long Only Manager

Strategic Global Advisors, LLC is a Long Only Manager based in Newport Beach, CA led by Cynthia Ann Tusan, reporting $2.5B in AUM as of Q3 2025 with 38% Technology concentration.

CEOCynthia Ann Tusan

Portfolio Value: $660.3M
Positions: 135
Top Holding: NVDA at 6.11%
Last Reported: Q3 2025

Address100 Bayview Circle, Suite 650, Newport Beach, CA, 92660-3043, United States

Top Holdings

Largest long holdings in Strategic Global Advisors, LLC's portfolio (32.5% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Nvidia NVDA	Semiconductors Technology	$40.3M	6.11%	-$2.8M Sold	0.00% 216.1K shares	Q2 2023 Held for 2y 5m
2 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$29.7M	4.50%	-$483.3K Sold	0.00% 122.3K shares	Q4 2015 Held for 9y 11m
3 Microsoft MSFT	Software - Infrastructure Technology	$22.3M	3.38%	-$362.6K Sold	0.00% 43.0K shares	Q4 2014 Held for 10y 11m
4 Spotify Technology SPOT	Internet Content & Information Communication Services	$20.4M	3.10%	-$541.0K Sold	0.01% 29.3K shares	Q3 2024 Held for 1y 2m
5 Apple AAPL	Consumer Electronics Technology	$20.3M	3.07%	-$1.2M Sold	0.00% 79.6K shares	Q4 2014 Held for 10y 11m
6 Wix.com WIX	Software - Infrastructure Technology	$18.5M	2.81%	-$429.0K Sold	0.19% 104.3K shares	Q1 2023 Held for 2y 8m
7 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$18.0M	2.73%	+$1.4M Bought	0.00% 24.5K shares	Q4 2014 Held for 10y 11m
8 Broadcom Inc. AVGO	Semiconductors Technology	$16.6M	2.51%	-$254.7K Sold	0.00% 50.2K shares	Q2 2022 Held for 3y 5m
9 Netflix NFLX	Entertainment Communication Services	$15.2M	2.31%	-$1.2M Sold	0.00% 12.7K shares	Q1 2024 Held for 1y 8m
10 Grab Holdings Limited GRAB	Software - Application Technology	$13.0M	1.96%	+$8.0M Bought	0.05% 2.2M shares	Q3 2024 Held for 1y 2m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Strategic Global Advisors, LLC's latest filing

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GthenC

Market Value

$660.3M

Prior: $613.9M

Q/Q Change

+7.56%

+$46.4M

Net Flows % of MV

-7.41%

Turnover Ratio

18.49%

New Purchases

21 stocks

$55.3M

Added To

14 stocks

+$16.8M

Sold Out Of

38 stocks

$84.0M

Reduced Holdings

79 stocks

-$37.0M

Increased Positions

Position	Shares Δ	Change
1 Fox Corporation FOXA	New	0 → 134.1K +$8.5M
2 Zoetis ZTS	New	0 → 39.4K +$5.8M
3 General Electric GEV	New	0 → 8.0K +$4.9M
4 Charles Schwab Corporation SCHW	New	0 → 48.5K +$4.6M
5 Antero Midstream Corporation AM	New	0 → 201.8K +$3.9M

Decreased Positions

Position	Shares Δ	Change
1 Garmin GRMN	Sold	35.3K → 0 −$7.4M
2 Merck & Co. MRK	Sold	90.7K → 0 −$7.2M
3 Ingredion INGR	Sold	46.8K → 0 −$6.3M
4 Curtiss-Wright CW	Sold	12.4K → 0 −$6.0M
5 AbbVie ABBV	Sold	25.0K → 0 −$4.6M