13F Insight
DOSSIER · 13F-HR · Q2 2026

Strategic Global Advisors, LLC

$702M in tracked AUM across 129 positions as of Q2 2026.

SG
CIK 0001580212 · last filed Jun 30, 2026
Total AUM
$702M
as of Q2 2026
Holdings
129
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Strategic Global Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$42M209K6.0%02
GOOGL
ALPHABET INC
$33M91K4.6%03
L8681T102
SPOTIFY TECHNOLOGY S A
$30M64K4.2%04
AAPL
APPLE INC
$28M95K3.9%05
AVGO
BROADCOM INC
$27M72K3.9%06
MU
MICRON TECHNOLOGY INC
$23M20K3.3%07
G8060N102
SENSATA TECHNOLOGIES HLDG PL
$20M424K2.9%08
LRCX
LAM RESEARCH CORP
$19M44K2.7%09
MSFT
MICROSOFT CORP
$16M44K2.3%10
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$16M32K2.2%

Filing history

2026Q2Jun 30
$702M▲ 12.2%
129 positionsView →2026Q1Mar 31
$625M▼ 3.4%
142 positionsView →2025Q4Dec 31
$647M▼ 2.0%
137 positionsView →2025Q3Sep 30
$660M▲ 7.6%
135 positionsView →2025Q2Jun 30
$614M▲ 21.5%
140 positionsLocked2025Q1Mar 31
$505M▼ 7.6%
137 positionsLocked2024Q4Dec 31
$547M▲ 7.8%
134 positionsLocked2024Q3Sep 30
$507M▲ 6.1%
140 positionsLocked2024Q2Jun 30
$478M▲ 3.3%
136 positionsLocked2024Q1Mar 31
$463M▲ 6.1%
138 positionsLocked2023Q4Dec 31
$436M▼ 27.4%
147 positionsLocked2023Q3Sep 30
$601M▼ 7.5%
146 positionsLocked
Showing 12 of 45