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Filers›Holding Co.›Strategic Global Advisors, LLC
DOSSIER · 13F-HR · Q1 2026

Strategic Global Advisors, LLC

Strategic Global's holding co. based in Boston, MA — $625M in tracked AUM across 142 positions as of Q1 2026.

SG
Strategic Global·Boston, MA·Holding Co.
CIK 0001580212 · last filed Mar 31, 2026
Total AUM
$625M
▼ 12.6%
vs prior
Holdings
142
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
Top sector
Tech
4% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Strategic Global Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$35M202K5.6%
02
GOOGL
ALPHABET INC
$25M88K4.0%
03
L8681T102
SPOTIFY TECHNOLOGY S A
$25M51K4.0%
04
AAPL
APPLE INC
$23M91K3.7%
05
AVGO
BROADCOM INC
$21M69K3.4%
06
MSFT
MICROSOFT CORP
$16M42K2.5%
07
META
META PLATFORMS INC
$13M23K2.1%
08
LRCX
LAM RESEARCH CORP
$13M61K2.1%
09
NFLX
NETFLIX INC.
$12M121K1.9%
10
KLAC
KLA CORP
$11M8K1.8%

Filing history

Filing history loading…
AI Agent · grounded in Strategic
haiku-4-5 · 142 positions indexed
Sector mix
  • Tech4%
  • Financials12%
  • Communications7%
  • Industrials45%
  • Energy27%
  • Other5%
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