SGL Investment Advisors, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), SGL Investment Advisors, Inc. reported 124 stock positions worth $264.0 million. Its top holding was Apple (AAPL) at 4.3% of the portfolio, followed by Schwab Intl Equity ETF (SCHF, 4.0%) and iShares S&P 500 Growth ETF (IVW, 3.9%). Compared with Q4 2025, it opened 2 new positions, sold out of 1, added to 68 and reduced 49. The biggest buy was Schwab Intl Equity ETF (SCHF, shares +382%) and the biggest sale Ss&c Technologies (SSNC, shares −92%).
- Most Recent 13F
- Q2 2026
- Location
- MISSOULA, MT
- CIK
- 0002043186
- Portfolio Value
- $264.0M (Q1 2026)
- SEC Filing
- 0002043186-26-000002 ↗ filed May 12, 2026
Holdings Value
Holdings 124 stocks · $264.0M
| AAPL Apple Inc. | 4.28% | 38,624 | $11.3M | Reduce -14.7% |
| SCHF Schwab Intl Equity ETF | 4.05% | 390,605 | $10.7M | Add +381.6% |
| IVW iShares S&P 500 Growth ETF | 3.86% | 74,868 | $10.2M | Add +10.6% |
| MSFT Microsoft Corp. | 3.72% | 23,818 | $9.8M | Add +1.4% |
| NVDA Nvidia Corp. | 3.31% | 39,796 | $8.7M | Reduce -0.1% |
| CMI Cummins Inc. | 2.56% | 9,603 | $6.7M | Reduce -15.7% |
| CVX Chevron Corp. | 2.51% | 35,863 | $6.6M | Reduce -0.9% |
| JNJ Johnson & Johnson | 2.47% | 29,495 | $6.5M | Reduce -5.8% |
| JPM JPMorgan Chase & Co. | 2.39% | 21,072 | $6.3M | Reduce -2.3% |
| WMT Walmart Inc. | 2.35% | 48,536 | $6.2M | Add +2.7% |
| MA Mastercard Inc. Class A | 2.34% | 12,391 | $6.2M | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.28% | 8,138 | $6.0M | Add +19.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.24% | 12,347 | $5.9M | Add +0.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.12% | 25,027 | $5.6M | Add +1.9% |
| TXN Texas Instruments Inc. | 2.10% | 18,643 | $5.6M | Add +245.9% |
| IAU iShares Gold Trust | 2.05% | 60,866 | $5.4M | Add +3.1% |
| PANW Palo Alto Networks Inc. | 2.03% | 25,143 | $5.4M | Add +0.9% |
| GOOG Alphabet Inc. Class C | 2.03% | 13,889 | $5.4M | Reduce -38.4% |
| DGX Quest Diagnostics Inc. | 2.03% | 28,258 | $5.4M | Reduce -0.8% |
| HD Home Depot Inc. | 1.95% | 16,516 | $5.1M | Add +1.4% |
| META Meta Platforms Inc. Class A | 1.78% | 7,830 | $4.7M | Add +2.9% |
| ORLY O'reilly Automotive Inc. | 1.63% | 47,225 | $4.3M | Add +1.6% |
| TRV The Travelers Cos Inc. | 1.63% | 14,511 | $4.3M | Reduce -25.9% |
| ETN Eaton Corp. PLC | 1.62% | 10,213 | $4.3M | Reduce -1.0% |
| YELP Yelp Inc. | 1.60% | 166,765 | $4.2M | Add +91.5% |
| VCIT Vanguard Int-Term Corporate | 1.56% | 49,955 | $4.1M | Add +50.1% |
| LHX L3HARRIS Technologies Inc. | 1.54% | 13,407 | $4.1M | Add +1.9% |
| PSA Public Storage | 1.51% | 12,778 | $4.0M | Reduce -3.7% |
| ADBE Adobe Inc. | 1.39% | 14,909 | $3.7M | Reduce -2.3% |
| SCHW Schwab (charles) Corp. | 1.31% | 39,364 | $3.5M | Reduce -1.9% |
| KR Kroger Co. | 1.26% | 51,344 | $3.3M | Reduce -1.2% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 1.14% | 27,503 | $3.0M | Add +10.1% |
| IWO iShares Russell 2000 Growth | 1.12% | 7,931 | $3.0M | Add +9.7% |
| GOOGL Alphabet Inc. Class A | 1.11% | 7,566 | $2.9M | Reduce -1.0% |
| OMC Omnicom Group | 1.11% | 39,106 | $2.9M | Add +0.8% |
| SCHH Schwab US REIT ETF | 0.97% | 108,984 | $2.6M | Add +12.0% |
| STE Steris PLC | 0.90% | 11,797 | $2.4M | Reduce -1.0% |
| MU Micron Technology Inc. | 0.86% | 2,859 | $2.3M | Reduce -4.0% |
| RMD Resmed Inc. | 0.85% | 11,247 | $2.2M | Reduce -0.7% |
| JNK SS SPDR BB High Yield Bond | 0.76% | 20,832 | $2.0M | Add +36.6% |
| AMD Advanced Micro Devices | 0.71% | 4,060 | $1.9M | Reduce -2.8% |
| AMAT Applied Materials Inc. | 0.70% | 4,173 | $1.9M | Reduce -4.5% |
| TSCO Tractor Supply Company | 0.68% | 58,961 | $1.8M | Reduce -1.2% |
| AMZN Amazon.com Inc. | 0.63% | 6,164 | $1.7M | Reduce -5.8% |
| EFG iShares MSCI Eafe Growth ETF | 0.58% | 12,646 | $1.5M | Add +15.5% |
| IJH iShares Core S&P Midcap ETF | 0.50% | 17,776 | $1.3M | Add +14.9% |
| INTC Intel Corp. | 0.46% | 9,290 | $1.2M | Reduce -3.5% |
| ISCV iShares Morningstar Small-Ca | 0.45% | 15,951 | $1.2M | Add +15.5% |
| ESG NT Stoxx US ESG ETF | 0.45% | 6,945 | $1.2M | Add +12.2% |
| CSCO Cisco Systems Inc. | 0.45% | 11,926 | $1.2M | Add +0.3% |
| AVGO Broadcom Inc. | 0.43% | 2,679 | $1.1M | Reduce -2.9% |
| SCHP Schwab U.S. Tips ETF | 0.43% | 42,119 | $1.1M | Add +39.1% |
| NUSC Nuveen ESG Small-Cap ETF | 0.42% | 22,845 | $1.1M | Add +10.8% |
| AMGN Amgen Inc. | 0.40% | 3,215 | $1.1M | Reduce -0.8% |
| NUDM Nuveen ESG Intl Devel MRK Eq | 0.40% | 26,906 | $1.0M | Add +12.2% |
| COST Costco Wholesale Corp. | 0.38% | 1,003 | $1.0M | Add +3.1% |
| KO The Coca-Cola Co. | 0.37% | 12,430 | $978K | Reduce -0.5% |
| VSS Vanguard Ftse All Wo X-US SC | 0.36% | 5,813 | $946K | Add +11.9% |
| VWO Vanguard Ftse Emerging Marke | 0.36% | 15,638 | $944K | Add +13.1% |
| TMUS T-Mobile US Inc. | 0.35% | 4,774 | $911K | Reduce -0.5% |
| UNH Unitedhealth Group Inc. | 0.34% | 2,355 | $905K | Reduce -1.0% |
| GS Goldman Sachs Group Inc. | 0.34% | 944 | $892K | Reduce -5.3% |
| MRK Merck & Co. Inc. | 0.33% | 7,946 | $884K | Add +0.3% |
| MS Morgan Stanley | 0.33% | 4,617 | $882K | Reduce -1.9% |
| GRID First TRST Nasd Class Edg Sgiif | 0.32% | 4,236 | $846K | Reduce -2.1% |
| ORCL Oracle Corp. | 0.31% | 4,193 | $813K | Add +1.6% |
| LLY Eli Lilly & Co. | 0.29% | 798 | $772K | Add +1.8% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.29% | 2,655 | $771K | Add +13.7% |
| PG The Procter & Gamble Co. | 0.29% | 5,342 | $766K | Reduce -0.9% |
| AXP American Express Co. | 0.28% | 2,372 | $741K | Add +0.2% |
| V Visa Inc. Class A | 0.28% | 2,265 | $734K | Add +1.1% |
| SCHV Schwab US Large-Cap Value | 0.27% | 22,031 | $724K | Add +37.3% |
| WFC Wells Fargo & Co. | 0.27% | 9,754 | $718K | Add +3.1% |
| CMCSA Comcast Corp. Class A | 0.27% | 28,672 | $718K | Reduce -2.2% |
| ABBV Abbvie Inc. | 0.27% | 3,524 | $715K | Reduce -9.1% |
| MCD McDonald's Corp. | 0.26% | 2,489 | $684K | Reduce -0.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.26% | 6,515 | $682K | Add +4.2% |
| CAT Caterpillar Inc. | 0.25% | 718 | $665K | Reduce -4.5% |
| TSLA Tesla Inc. | 0.25% | 1,495 | $665K | Reduce -1.8% |
| LRCX Lam Research Corp. | 0.24% | 2,157 | $639K | Reduce -5.7% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.23% | 12,890 | $616K | Add +20.5% |
| BLK BlackRock Inc. | 0.22% | 544 | $588K | Reduce -1.1% |
| ETHO Amplify Etho Climate Leaders | 0.22% | 7,912 | $587K | Add +8.9% |
| UL Unilever PLC-Sponsored ADR | 0.22% | 10,007 | $573K | Reduce -0.1% |
| XOM Exxon Mobil Corp. | 0.21% | 3,661 | $548K | Reduce -11.4% |
| ADP Automatic Data Processing | 0.21% | 2,560 | $542K | Add +45.3% |
| QCOM Qualcomm Inc. | 0.20% | 2,222 | $528K | Add +1.7% |
| PCY Invesco Emerging Markets Sov | 0.20% | 24,097 | $520K | Add +21.2% |
| C Citigroup Inc. | 0.19% | 4,008 | $504K | Add +6.5% |
| ABT Abbott Laboratories | 0.19% | 6,104 | $504K | Add +1.4% |
| NFLX Netflix Inc. | 0.19% | 5,854 | $500K | Reduce -3.2% |
| CRM Salesforce Inc. | 0.19% | 2,808 | $498K | Reduce -2.2% |
| PLTR Palantir Technologies Inc. Class A | 0.17% | 3,269 | $447K | Add +3.2% |
| VZ Verizon Communications Inc. | 0.17% | 9,472 | $447K | Add +17.2% |
| RTX RTX Corp. | 0.17% | 2,441 | $436K | Add +3.6% |
| PM Philip Morris International | 0.16% | 2,379 | $433K | Add +4.6% |
| SUSB iShares ESG Aware 1-5 Year U | 0.16% | 17,148 | $428K | Add +12.6% |
| GE General Electric filed as GE AEROSPACE | 0.16% | 1,409 | $424K | Add +1.1% |
| NEE Nextera Energy Inc. | 0.16% | 4,443 | $421K | Reduce -1.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.16% | 8,109 | $410K | Reduce -8.3% |
| LIN Linde PLC | 0.15% | 765 | $386K | Add +8.4% |
| APP AppLovin Corp. Class A | 0.14% | 800 | $383K | Reduce -11.2% |
| PFE Pfizer Inc. | 0.14% | 14,731 | $380K | Add +1.3% |
| PEP Pepsico Inc. | 0.14% | 2,447 | $366K | Add +23.5% |
| T AT&T Inc. | 0.13% | 14,054 | $350K | Add +2.5% |
| GILD Gilead Sciences Inc. | 0.13% | 2,590 | $346K | Add +8.7% |
| UBER Uber Technologies Inc. | 0.13% | 4,348 | $331K | Add +1.5% |
| NUBD Nuveen ESG US Aggregate Bond | 0.12% | 14,627 | $324K | Add +16.1% |
| TMO Thermo Fisher Scientific Inc. | 0.12% | 674 | $305K | Reduce -4.5% |
| TLT iShares 20+ Year Treasury BD | 0.11% | 3,516 | $301K | Add +22.5% |
| DHR Danaher Corp. | 0.11% | 1,727 | $288K | Add +1.8% |
| SPGI S&P Global Inc. | 0.11% | 669 | $282K | Add +2.3% |
| COF Capital One Financial Corp. | 0.10% | 1,460 | $269K | Add +1.8% |
| WM Waste Management Inc. | 0.10% | 1,251 | $268K | Add +15.8% |
| CDNS Cadence Design SYS Inc. | 0.10% | 731 | $266K | New |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.10% | 2,000 | $265K | No change |
| SSNC Ss&c Technologies Holdings | 0.10% | 3,946 | $265K | Reduce -91.8% |
| ALL Allstate Corp. | 0.10% | 1,203 | $257K | No change |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.09% | 5,105 | $246K | New |
| KBDC Kayne Anderson BDC Inc. | 0.09% | 15,799 | $231K | No change |
| WTS Watts Water Technologies-A | 0.09% | 758 | $226K | No change |
| INTU Intuit Inc. | 0.08% | 560 | $220K | Add +4.7% |
| NOW ServiceNow Inc. | 0.08% | 2,399 | $219K | Add +2.3% |
| MCK McKesson Corp. | 0.08% | 302 | $219K | No change |
Other holdings (2): bonds, preferreds, convertibles and warrants · $2.5M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| TELADOC HEALTH INC (TDOC 1.25 06/01/27) | NOTE 1.250% 6/0 · principal | 1,375,000 | $1.3M | Reduce -1.1% |
| ENPHASE ENERGY INC (ENPH 0 03/01/28) | NOTE 3/0 · principal | 1,240,000 | $1.1M | Reduce -4.3% |
Total filed on the 13F, all lines: $266.5M.
Portfolio Sells Q4 2025 → Q1 2026
| SSNC Ss&c Technologies Holdings | Reduce -91.8% | 0.10% | −1.37 |
| GOOG Alphabet Inc. Class C | Reduce -38.4% | 2.03% | −1.00 |
| AAPL Apple Inc. | Reduce -14.7% | 4.28% | −0.79 |
| TRV The Travelers Cos Inc. | Reduce -25.9% | 1.63% | −0.76 |
| TSCO Tractor Supply Company | Reduce -1.2% | 0.68% | −0.65 |
| JNJ Johnson & Johnson | Reduce -5.8% | 2.47% | −0.55 |
| MA Mastercard Inc. Class A | Reduce -0.1% | 2.34% | −0.44 |
| RMD Resmed Inc. | Reduce -0.7% | 0.85% | −0.38 |
| SCHW Schwab (charles) Corp. | Reduce -1.9% | 1.31% | −0.35 |
| JPM JPMorgan Chase & Co. | Reduce -2.3% | 2.39% | −0.32 |
| ADBE Adobe Inc. | Reduce -2.3% | 1.39% | −0.28 |
| STE Steris PLC | Reduce -1.0% | 0.90% | −0.28 |
| DGX Quest Diagnostics Inc. | Reduce -0.8% | 2.03% | −0.19 |
| KR Kroger Co. | Reduce -1.2% | 1.26% | −0.15 |
| CVX Chevron Corp. | Reduce -0.9% | 2.51% | −0.12 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.10 |
| CMCSA Comcast Corp. Class A | Reduce -2.2% | 0.27% | −0.10 |
| AMGN Amgen Inc. | Reduce -0.8% | 0.40% | −0.08 |
| ABBV Abbvie Inc. | Reduce -9.1% | 0.27% | −0.07 |
| UL Unilever PLC-Sponsored ADR | Reduce -0.1% | 0.22% | −0.07 |
| MCD McDonald's Corp. | Reduce -0.8% | 0.26% | −0.07 |
| PG The Procter & Gamble Co. | Reduce -0.9% | 0.29% | −0.06 |
| TMUS T-Mobile US Inc. | Reduce -0.5% | 0.35% | −0.05 |
| BAC Bank of America Corp. | Reduce -8.3% | 0.16% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -4.5% | 0.12% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -11.4% | 0.21% | −0.04 |
| CRM Salesforce Inc. | Reduce -2.2% | 0.19% | −0.03 |
| KO The Coca-Cola Co. | Reduce -0.5% | 0.37% | −0.03 |
| GS Goldman Sachs Group Inc. | Reduce -5.3% | 0.34% | −0.02 |
| PSA Public Storage | Reduce -3.7% | 1.51% | −0.02 |
| BLK BlackRock Inc. | Reduce -1.1% | 0.22% | −0.01 |
| NFLX Netflix Inc. | Reduce -3.2% | 0.19% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -1.2% | 0.16% | −0.00 |
| MS Morgan Stanley | Reduce -1.9% | 0.33% | −0.00 |
| TSLA Tesla Inc. | Reduce -1.8% | 0.25% | +0.01 |
| APP AppLovin Corp. Class A | Reduce -11.2% | 0.14% | +0.01 |
| GRID First TRST Nasd Class Edg Sgiif | Reduce -2.1% | 0.32% | +0.03 |
| AMZN Amazon.com Inc. | Reduce -5.8% | 0.63% | +0.04 |
| LRCX Lam Research Corp. | Reduce -5.7% | 0.24% | +0.04 |
| CAT Caterpillar Inc. | Reduce -4.5% | 0.25% | +0.04 |
| CMI Cummins Inc. | Reduce -15.7% | 2.56% | +0.05 |
| UNH Unitedhealth Group Inc. | Reduce -1.0% | 0.34% | +0.08 |
| GOOGL Alphabet Inc. Class A | Reduce -1.0% | 1.11% | +0.09 |
| AVGO Broadcom Inc. | Reduce -2.9% | 0.43% | +0.09 |
| ETN Eaton Corp. PLC | Reduce -1.0% | 1.62% | +0.13 |
| AMAT Applied Materials Inc. | Reduce -4.5% | 0.70% | +0.16 |
| INTC Intel Corp. | Reduce -3.5% | 0.46% | +0.27 |
| AMD Advanced Micro Devices | Reduce -2.8% | 0.71% | +0.38 |
| MU Micron Technology Inc. | Reduce -4.0% | 0.86% | +0.40 |
| NVDA Nvidia Corp. | Reduce -0.1% | 3.31% | +0.53 |
Portfolio Buys Q4 2025 → Q1 2026
| SCHF Schwab Intl Equity ETF | Add +381.6% | 4.05% | +3.21 |
| TXN Texas Instruments Inc. | Add +245.9% | 2.10% | +1.61 |
| YELP Yelp Inc. | Add +91.5% | 1.60% | +0.75 |
| IVW iShares S&P 500 Growth ETF | Add +10.6% | 3.86% | +0.61 |
| PANW Palo Alto Networks Inc. | Add +0.9% | 2.03% | +0.47 |
| VCIT Vanguard Int-Term Corporate | Add +50.1% | 1.56% | +0.43 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +19.8% | 2.28% | +0.41 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Add +10.1% | 1.14% | +0.20 |
| IWO iShares Russell 2000 Growth | Add +9.7% | 1.12% | +0.16 |
| JNK SS SPDR BB High Yield Bond | Add +36.6% | 0.76% | +0.16 |
| SCHH Schwab US REIT ETF | Add +12.0% | 0.97% | +0.12 |
| CDNS Cadence Design SYS Inc. | New | 0.10% | +0.10 |
| SCHP Schwab U.S. Tips ETF | Add +39.1% | 0.43% | +0.10 |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | New | 0.09% | +0.09 |
| ORCL Oracle Corp. | Add +1.6% | 0.31% | +0.08 |
| QCOM Qualcomm Inc. | Add +1.7% | 0.20% | +0.08 |
| SCHV Schwab US Large-Cap Value | Add +37.3% | 0.27% | +0.07 |
| EFG iShares MSCI Eafe Growth ETF | Add +15.5% | 0.58% | +0.06 |
| IJH iShares Core S&P Midcap ETF | Add +14.9% | 0.50% | +0.06 |
| ESG NT Stoxx US ESG ETF | Add +12.2% | 0.45% | +0.05 |
| CSCO Cisco Systems Inc. | Add +0.3% | 0.45% | +0.05 |
| VWO Vanguard Ftse Emerging Marke | Add +13.1% | 0.36% | +0.04 |
| ISCV iShares Morningstar Small-Ca | Add +15.5% | 0.45% | +0.04 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +13.7% | 0.29% | +0.04 |
| VSS Vanguard Ftse All Wo X-US SC | Add +11.9% | 0.36% | +0.04 |
| ADP Automatic Data Processing | Add +45.3% | 0.21% | +0.04 |
| NUSC Nuveen ESG Small-Cap ETF | Add +10.8% | 0.42% | +0.03 |
| NUDM Nuveen ESG Intl Devel MRK Eq | Add +12.2% | 0.40% | +0.03 |
| OMC Omnicom Group | Add +0.8% | 1.11% | +0.02 |
| VNQI Vanguard GLBL Ex-US Real Est | Add +20.5% | 0.23% | +0.02 |
| PCY Invesco Emerging Markets Sov | Add +21.2% | 0.20% | +0.02 |
| ETHO Amplify Etho Climate Leaders | Add +8.9% | 0.22% | +0.02 |
| VZ Verizon Communications Inc. | Add +17.2% | 0.17% | +0.01 |
| LIN Linde PLC | Add +8.4% | 0.15% | +0.01 |
| C Citigroup Inc. | Add +6.5% | 0.19% | +0.01 |
| TLT iShares 20+ Year Treasury BD | Add +22.5% | 0.11% | +0.01 |
| NUBD Nuveen ESG US Aggregate Bond | Add +16.1% | 0.12% | +0.01 |
| SUSB iShares ESG Aware 1-5 Year U | Add +12.6% | 0.16% | +0.01 |
| PEP Pepsico Inc. | Add +23.5% | 0.14% | +0.00 |
| PLTR Palantir Technologies Inc. Class A | Add +3.2% | 0.17% | +0.00 |
| WM Waste Management Inc. | Add +15.8% | 0.10% | +0.00 |
| PM Philip Morris International | Add +4.6% | 0.16% | −0.00 |
| UBER Uber Technologies Inc. | Add +1.5% | 0.13% | −0.01 |
| DIS The Walt Disney Co. | Add +4.2% | 0.26% | −0.01 |
| INTU Intuit Inc. | Add +4.7% | 0.08% | −0.01 |
| COST Costco Wholesale Corp. | Add +3.1% | 0.38% | −0.01 |
| PFE Pfizer Inc. | Add +1.3% | 0.14% | −0.01 |
| GE General Electric | Add +1.1% | 0.16% | −0.01 |
| SPGI S&P Global Inc. | Add +2.3% | 0.11% | −0.01 |
| GILD Gilead Sciences Inc. | Add +8.7% | 0.13% | −0.01 |
Notes & Other Activity Q4 2025 → Q1 2026
| TELADOC HEALTH INC (TDOC 1.25 06/01/27) | NOTE 1.250% 6/0 · principal | Reduce -1.1% | 1,375,000 | $1.3M |
| SUMMIT HOTEL PROPERTIES (INN 1.5 02/15/26) | NOTE 1.500% 2/1 · principal | Sold out | 1,295,000 | $1.3Mbefore exit |
| ENPHASE ENERGY INC (ENPH 0 03/01/28) | NOTE 3/0 · principal | Reduce -4.3% | 1,240,000 | $1.1M |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 129 | $287.5M | MSFT, AAPL, IVW, SCHF, NVDA |
| Q1 2026 | 124 | $264.0M | AAPL, SCHF, IVW, MSFT, NVDA |
| Q4 2025 | 123 | $246.2M | AAPL, MSFT, IVW, GOOG, JNJ |
| Q3 2025 | 124 | $237.4M | AAPL, MSFT, NVDA, GOOG, IBM |
| Q2 2025 | 118 | $207.6M | MSFT, AAPL, IBM, MA, JPM |
| Q1 2025 | 114 | $191.2M | MSFT, AAPL, MA, IBM, BRK.B |
| Q4 2024 | 111 | $195.2M | AAPL, MSFT, JPM, MA, HD |
| Q3 2024 | 103 | $191.8M | AAPL, MSFT, JPM, CMI, HD |