Strategic Global Advisors, LLC

Institutional manager (13F) · CIK 1580212

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $471M

#	Issuer	Value	Shares
1	NVIDIA CORPORATION	$35M	201,891
2	ALPHABET INC	$25M	87,975
3	SPOTIFY TECHNOLOGY S A	$25M	51,172
4	APPLE INC	$23M	90,880
5	BROADCOM INC	$21M	68,612
6	MICROSOFT CORP	$16M	42,290
7	META PLATFORMS INC	$13M	23,390
8	LAM RESEARCH CORP	$13M	60,719
9	NETFLIX INC.	$12M	121,390
10	KLA CORP	$11M	7,579
11	BANK OF N T BUTTERFIELD & SO	$11M	205,983
12	AMAZON COM INC	$11M	51,297
13	TAIWAN SEMICONDUCTOR MANUFAC	$11M	31,557
14	SENSATA TECHNOLOGIES HLDG PL	$11M	301,869
15	MONSTER BEVERAGE CORP NEW	$10M	140,036
16	IDEXX LABS INC	$10M	17,715
17	ALLSTATE CORP	$10M	47,588
18	SNAP ON INC	$9M	25,273
19	LEIDOS HOLDINGS INC	$9M	57,988
20	MCKESSON CORP	$9M	10,187
21	MOODYS CORP	$8M	18,175
22	FOX CORP	$8M	135,210
23	VERTIV HOLDINGS CO	$8M	31,253
24	MSCI INC	$8M	14,524
25	VISA INC	$8M	25,445
26	YUM BRANDS INC	$7M	44,903
27	AT&T INC	$7M	238,196
28	ROLLINS INC	$7M	125,008
29	MICRON TECHNOLOGY INC	$6M	19,238
30	CHENIERE ENERGY INC	$6M	22,782
31	FUTU HLDGS LTD	$6M	46,472
32	NETEASE COM INC	$6M	55,741
33	ITURAN LOCATION AND CONTROL	$6M	126,685
34	COSTCO WHOLESALE CORPORATION	$6M	6,103
35	US FOODS HLDG CORP	$6M	64,600
36	TJX COS INC NEW	$6M	36,108
37	UBIQUITI INC	$6M	7,273
38	WELLS FARGO & CO	$5M	68,439
39	QUALCOMM INC	$5M	41,992
40	TECHNIPFMC PLC	$5M	76,564
41	MASTERCARD INCORPORATED	$5M	10,397
42	HOST HOTELS & RESORTS INC	$5M	271,032
43	MEDPACE HLDGS INC	$5M	10,751
44	COMFORT SYS USA INC	$5M	3,295
45	ANTERO MIDSTREAM CORP	$4M	193,558
46	SCHWAB CHARLES CORP	$4M	46,558
47	WIX COM LTD	$4M	47,974
48	RESMED INC	$4M	19,115
49	MAPLEBEAR INC	$4M	111,910
50	HARTFORD INSURANCE GROUP INC	$4M	30,716

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.