Strategic Global Advisors, LLC Diversified Active

Location: Newport Beach, CA

CIK: 0001580212 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 13, 2026

Total Value: $647M (100.0% shares, 0.0% debt)

Holdings (137)

NVDA NVIDIA CORPORATION 6.0%
Value $38.65M Shares 207,221 Est. Cost $99.55 Unrealized +87.0%
GOOGL ALPHABET INC 4.4%
Value $28.23M Shares 90,190 Est. Cost $121.14 Unrealized +135.8%
AAPL APPLE INC 3.9%
Value $24.95M Shares 91,764 Est. Cost $158.47 Unrealized +69.3%
MSFT MICROSOFT CORP 3.2%
Value $20.97M Shares 43,360 Est. Cost $271.34 Unrealized +84.5%
AVGO BROADCOM INC 3.0%
Value $19.5M Shares 56,340 Est. Cost $173.66 Unrealized +105.6%
SPOT SPOTIFY TECHNOLOGY S A 2.5%
Value $16.25M Shares 27,978 Est. Cost $384.97 Unrealized +62.4%
META META PLATFORMS INC 2.4%
Value $15.81M Shares 23,955 Est. Cost $327.91 Unrealized +103.5%
IDXX IDEXX LABS INC 1.9%
Value $12.28M Shares 18,155 Est. Cost $508.94 Unrealized +33.8%
AMZN AMAZON COM INC 1.9%
Value $12.13M Shares 52,537 Est. Cost $164.00 Unrealized +39.5%
NFLX NETFLIX INC 1.8%
Value $11.67M Shares 124,470 Est. Cost $103.34 Unrealized +4.3%
NTB BANK OF NT BUTTERFIELD&SON L 1.8%
Value $11.58M Shares 232,513 Est. Cost $32.06 Unrealized +43.8%
LDOS LEIDOS HOLDINGS INC 1.7%
Value $10.72M Shares 59,418 Est. Cost $136.82 Unrealized +38.2%
LRCX LAM RESEARCH CORP 1.6%
Value $10.65M Shares 62,188 Est. Cost $105.52 Unrealized +47.2%
ALL ALLSTATE CORP 1.6%
Value $10.17M Shares 48,882 Est. Cost $200.83 Unrealized +1.6%
FOXA FOX CORP 1.6%
Value $10.13M Shares 138,600 Est. Cost $57.93 Unrealized +12.8%
ST SENSATA TECHNOLOGIES HLDG PL 1.5%
Value $9.933M Shares 298,367 Est. Cost $29.07 Unrealized +10.0%
MCO MOODYS CORP 1.5%
Value $9.515M Shares 18,625 Est. Cost $479.65 Unrealized +1.6%
KLAC KLA CORP 1.5%
Value $9.428M Shares 7,759 Est. Cost $301.80 Unrealized +288.3%
V VISA INC 1.4%
Value $9.157M Shares 26,110 Est. Cost $257.89 Unrealized +32.0%
MNST MONSTER BEVERAGE CORP NEW 1.4%
Value $9.131M Shares 119,092 Est. Cost $62.42 Unrealized +14.8%
SNA SNAP ON INC 1.4%
Value $8.923M Shares 25,893 Est. Cost $215.89 Unrealized +57.7%
MLI MUELLER INDS INC 1.4%
Value $8.826M Shares 76,884 Est. Cost $103.85 Unrealized +3.4%
WIX WIX COM LTD 1.4%
Value $8.798M Shares 84,684 Est. Cost $115.27 Unrealized +4.9%
MCK MCKESSON CORP 1.3%
Value $8.553M Shares 10,427 Est. Cost $703.03 Unrealized +16.0%
MSCI MSCI INC 1.3%
Value $8.537M Shares 14,879 Est. Cost $527.52 Unrealized +6.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.2%
Value $7.942M Shares 26,135 Est. Cost $237.18 Unrealized
QCOM QUALCOMM INC 1.1%
Value $7.367M Shares 43,072 Est. Cost $165.00 Unrealized +3.5%
NTES NETEASE INC 1.1%
Value $7.07M Shares 51,376 Est. Cost $78.95 Unrealized
YUM YUM BRANDS INC 1.1%
Value $6.959M Shares 46,003 Est. Cost $147.67 Unrealized 0.0%
WFC WELLS FARGO CO NEW 1.0%
Value $6.533M Shares 70,099 Est. Cost $73.55 Unrealized +17.8%
MEDP MEDPACE HLDGS INC 1.0%
Value $6.196M Shares 11,031 Est. Cost $468.92 Unrealized +21.1%
FICO FAIR ISAAC CORP 0.9%
Value $6.052M Shares 3,580 Est. Cost $1721.38 Unrealized 0.0%
ITRN ITURAN LOCATION AND CONTROL 0.9%
Value $5.691M Shares 132,325 Est. Cost $33.59 Unrealized +16.8%
TJX TJX COS INC NEW 0.9%
Value $5.679M Shares 36,968 Est. Cost $118.19 Unrealized +25.0%
ADSK AUTODESK INC 0.8%
Value $5.441M Shares 18,380 Est. Cost $214.73 Unrealized +40.9%
COST COSTCO WHSL CORP NEW 0.8%
Value $5.384M Shares 6,243 Est. Cost $926.59 Unrealized -2.3%
IT GARTNER INC 0.8%
Value $5.362M Shares 21,253 Est. Cost $283.93 Unrealized -15.2%
VRT VERTIV HOLDINGS CO 0.8%
Value $5.199M Shares 32,093 Est. Cost $92.29 Unrealized +88.1%
GILD GILEAD SCIENCES INC 0.8%
Value $5.19M Shares 42,281 Est. Cost $77.39 Unrealized +56.2%
CART MAPLEBEAR INC 0.8%
Value $5.129M Shares 114,020 Est. Cost $43.81 Unrealized -6.6%
BKNG BOOKING HOLDINGS INC 0.8%
Value $5.055M Shares 944 Est. Cost $5563.60 Unrealized -7.7%
APP APPLOVIN CORP 0.8%
Value $5.054M Shares 7,501 Est. Cost $54.26 Unrealized +1061.2%
ICLR ICON PLC 0.8%
Value $4.994M Shares 27,407 Est. Cost $231.55 Unrealized -23.1%
USFD US FOODS HLDG CORP 0.8%
Value $4.986M Shares 66,200 Est. Cost $75.09 Unrealized 0.0%
HST HOST HOTELS & RESORTS INC 0.8%
Value $4.93M Shares 278,052 Est. Cost $16.93 Unrealized 0.0%
EME EMCOR GROUP INC 0.8%
Value $4.868M Shares 7,957 Est. Cost $215.97 Unrealized +199.8%
GDDY GODADDY INC 0.8%
Value $4.857M Shares 39,147 Est. Cost $96.46 Unrealized +34.2%
SCHW SCHWAB CHARLES CORP 0.7%
Value $4.743M Shares 47,468 Est. Cost $94.54 Unrealized +0.2%
RMD RESMED INC 0.7%
Value $4.717M Shares 19,585 Est. Cost $227.46 Unrealized +12.3%
LNG CHENIERE ENERGY INC 0.7%
Value $4.534M Shares 23,322 Est. Cost $159.88 Unrealized +31.3%
EWBC EAST WEST BANCORP INC 0.7%
Value $4.439M Shares 39,494 Est. Cost $105.17 Unrealized 0.0%
VICI VICI PPTYS INC 0.7%
Value $4.287M Shares 152,457 Est. Cost $29.30 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.7%
Value $4.281M Shares 26,688 Est. Cost $167.37 Unrealized -8.2%
HIG HARTFORD INSURANCE GROUP INC 0.7%
Value $4.278M Shares 31,046 Est. Cost $76.66 Unrealized +71.6%
EXEL EXELIXIS INC 0.7%
Value $4.22M Shares 96,290 Est. Cost $23.68 Unrealized +74.7%
UI UBIQUITI INC 0.6%
Value $4.124M Shares 7,453 Est. Cost $558.98 Unrealized +13.2%
UBER UBER TECHNOLOGIES INC 0.6%
Value $4.052M Shares 49,596 Est. Cost $73.08 Unrealized +23.2%
DOX AMDOCS LTD 0.6%
Value $4.014M Shares 49,858 Est. Cost $84.29 Unrealized -5.2%
HCA HCA HEALTHCARE INC 0.6%
Value $3.798M Shares 8,136 Est. Cost $463.73 Unrealized 0.0%
T AT&T INC 0.6%
Value $3.7M Shares 148,956 Est. Cost $25.29 Unrealized 0.0%
CCK CROWN HLDGS INC 0.6%
Value $3.661M Shares 35,556 Est. Cost $99.95 Unrealized -2.6%
CHKP CHECK POINT SOFTWARE TECH LT 0.6%
Value $3.609M Shares 19,448 Est. Cost $116.46 Unrealized +66.0%
BPOP POPULAR INC 0.5%
Value $3.533M Shares 28,370 Est. Cost $73.60 Unrealized +59.9%
AM ANTERO MIDSTREAM CORP 0.5%
Value $3.508M Shares 197,178 Est. Cost $17.58 Unrealized +1.0%
AZO AUTOZONE INC 0.5%
Value $3.293M Shares 971 Est. Cost $3010.56 Unrealized +25.5%
SE SEA LTD 0.5%
Value $3.217M Shares 25,216 Est. Cost $132.90 Unrealized
FIX COMFORT SYS USA INC 0.5%
Value $3.152M Shares 3,377 Est. Cost $339.89 Unrealized +171.6%
ROL ROLLINS INC 0.5%
Value $3.128M Shares 52,108 Est. Cost $58.66 Unrealized 0.0%
PATH UIPATH INC 0.5%
Value $2.938M Shares 179,245 Est. Cost $11.82 Unrealized +31.6%
ACI ALBERTSONS COS INC 0.4%
Value $2.858M Shares 166,460 Est. Cost $17.64 Unrealized 0.0%
EQR EQUITY RESIDENTIAL 0.4%
Value $2.785M Shares 44,173 Est. Cost $64.02 Unrealized -5.2%
RIO RIO TINTO PLC 0.4%
Value $2.712M Shares 33,884 Est. Cost $67.34 Unrealized
DOCS DOXIMITY INC 0.4%
Value $2.478M Shares 55,955 Est. Cost $56.14 Unrealized 0.0%
PINS PINTEREST INC 0.4%
Value $2.419M Shares 93,426 Est. Cost $33.65 Unrealized -14.5%
PEGA PEGASYSTEMS INC 0.4%
Value $2.291M Shares 38,362 Est. Cost $55.10 Unrealized +6.3%
DOCU DOCUSIGN INC 0.3%
Value $2.259M Shares 33,026 Est. Cost $69.15 Unrealized 0.0%
MTG MGIC INVT CORP WIS 0.3%
Value $2.217M Shares 75,866 Est. Cost $24.34 Unrealized +15.4%
TDC TERADATA CORP DEL 0.3%
Value $2.151M Shares 70,673 Est. Cost $30.79 Unrealized -15.0%
G GENPACT LIMITED 0.3%
Value $2.138M Shares 45,710 Est. Cost $48.71 Unrealized -11.2%
ZM ZOOM COMMUNICATIONS INC 0.3%
Value $2.118M Shares 24,547 Est. Cost $67.46 Unrealized +24.8%
ODD ODDITY TECH LTD 0.3%
Value $2.102M Shares 52,320 Est. Cost $45.20 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.3%
Value $2.095M Shares 7,807 Est. Cost $260.61 Unrealized -2.5%
NVS NOVARTIS AG 0.3%
Value $2.051M Shares 14,873 Est. Cost $109.32 Unrealized
DBX DROPBOX INC 0.3%
Value $2.044M Shares 73,522 Est. Cost $27.67 Unrealized +5.3%
SFM SPROUTS FMRS MKT INC 0.3%
Value $2.017M Shares 25,314 Est. Cost $145.48 Unrealized -38.3%
CBRE CBRE GROUP INC 0.3%
Value $2.012M Shares 12,513 Est. Cost $92.98 Unrealized +69.1%
TSLA TESLA INC 0.3%
Value $1.855M Shares 4,125 Est. Cost $443.29 Unrealized 0.0%
TNK TEEKAY TANKERS LTD 0.3%
Value $1.846M Shares 34,557 Est. Cost $44.53 Unrealized +26.1%
BHP BHP GROUP LTD 0.3%
Value $1.769M Shares 29,295 Est. Cost $54.39 Unrealized
ADBE ADOBE INC 0.3%
Value $1.729M Shares 4,941 Est. Cost $373.58 Unrealized -9.0%
UHS UNIVERSAL HLTH SVCS INC 0.3%
Value $1.699M Shares 7,795 Est. Cost $181.60 Unrealized +21.7%
GMED GLOBUS MED INC 0.3%
Value $1.699M Shares 19,454 Est. Cost $78.06 Unrealized -2.8%
SONY SONY GROUP CORP 0.3%
Value $1.674M Shares 65,382 Est. Cost $22.62 Unrealized
FTI TECHNIPFMC PLC 0.3%
Value $1.64M Shares 36,804 Est. Cost $42.20 Unrealized 0.0%
EXPE EXPEDIA GROUP INC 0.2%
Value $1.616M Shares 5,704 Est. Cost $246.88 Unrealized 0.0%
AYI ACUITY INC 0.2%
Value $1.615M Shares 4,485 Est. Cost $257.84 Unrealized +40.1%
SLB SLB LIMITED 0.2%
Value $1.594M Shares 41,543 Est. Cost $31.37 Unrealized +15.0%
PODD INSULET CORP 0.2%
Value $1.547M Shares 5,443 Est. Cost $312.66 Unrealized 0.0%
ULS UL SOLUTIONS INC 0.2%
Value $1.544M Shares 19,574 Est. Cost $68.16 Unrealized +17.8%
EOG EOG RES INC 0.2%
Value $1.537M Shares 14,640 Est. Cost $117.95 Unrealized -9.1%
RITM RITHM CAPITAL CORP 0.2%
Value $1.53M Shares 140,397 Est. Cost $11.15 Unrealized
NWG NATWEST GROUP PLC 0.2%
Value $1.525M Shares 87,131 Est. Cost $9.50 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.2%
Value $1.463M Shares 16,040 Est. Cost $89.50 Unrealized +9.2%
OPRA OPERA LTD 0.2%
Value $1.456M Shares 102,790 Est. Cost $20.53 Unrealized
ASML ASML HOLDING N V 0.2%
Value $1.436M Shares 1,342 Est. Cost $841.10 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.2%
Value $1.406M Shares 60,312 Est. Cost $9.72 Unrealized
GRAB GRAB HOLDINGS LIMITED 0.2%
Value $1.249M Shares 250,347 Est. Cost $5.06 Unrealized +9.2%
SHEL SHELL PLC 0.2%
Value $1.229M Shares 16,726 Est. Cost $82.10 Unrealized
PYPL PAYPAL HLDGS INC 0.2%
Value $1.138M Shares 19,499 Est. Cost $67.69 Unrealized -4.2%
BABA ALIBABA GROUP HLDG LTD 0.2%
Value $1.138M Shares 7,764 Est. Cost $111.76 Unrealized
OHI OMEGA HEALTHCARE INVS INC 0.2%
Value $1.135M Shares 25,589 Est. Cost $44.34 Unrealized
SGHC SUPER GROUP SGHC LIMITED 0.2%
Value $1.05M Shares 87,860 Est. Cost $7.18 Unrealized +67.4%
SU SUNCOR ENERGY INC NEW 0.2%
Value $1.022M Shares 23,044 Est. Cost $39.34 Unrealized +7.4%
AZN ASTRAZENECA PLC 0.1%
Value $929K Shares 10,106 Est. Cost $85.64 Unrealized
GLPI GAMING & LEISURE PPTYS INC 0.1%
Value $907K Shares 20,301 Est. Cost $44.69 Unrealized
UL UNILEVER PLC 0.1%
Value $862K Shares 13,174 Est. Cost $65.40 Unrealized
IX ORIX CORP 0.1%
Value $765K Shares 26,193 Est. Cost $31.48 Unrealized
VIPS VIPSHOP HLDGS LTD 0.1%
Value $707K Shares 39,985 Est. Cost $15.40 Unrealized
MFG MIZUHO FINANCIAL GROUP INC 0.1%
Value $693K Shares 94,727 Est. Cost $6.77 Unrealized
SAN BANCO SANTANDER SA 0.1%
Value $674K Shares 57,441 Est. Cost $8.90 Unrealized
EWY ISHARES INC 0.1%
Value $664K Shares 6,830 Est. Cost $97.22 Unrealized
RACE FERRARI N V 0.1%
Value $608K Shares 1,646 Est. Cost $442.79 Unrealized -9.6%
ERIC TELEFONAKTIEBOLAGET LM ERICS 0.1%
Value $510K Shares 52,861 Est. Cost $9.65 Unrealized
RELX RELX PLC 0.1%
Value $505K Shares 12,483 Est. Cost $40.42 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.1%
Value $493K Shares 7,692 Est. Cost $64.04 Unrealized
FUTU FUTU HLDGS LTD 0.1%
Value $478K Shares 2,912 Est. Cost $116.41 Unrealized
DB DEUTSCHE BANK A G 0.1%
Value $475K Shares 12,312 Est. Cost $18.33 Unrealized +96.9%
TIGO MILLICOM INTL CELLULAR S A 0.1%
Value $408K Shares 7,360 Est. Cost $50.35 Unrealized 0.0%
IBN ICICI BANK LIMITED 0.1%
Value $407K Shares 13,660 Est. Cost $30.11 Unrealized
BCS BARCLAYS PLC 0.1%
Value $402K Shares 15,807 Est. Cost $21.21 Unrealized
HTHT H WORLD GROUP LTD 0.1%
Value $378K Shares 8,030 Est. Cost $47.05 Unrealized
WF WOORI FINL GROUP INC 0.1%
Value $377K Shares 6,412 Est. Cost $30.68 Unrealized
SNY SANOFI SA 0.1%
Value $351K Shares 7,237 Est. Cost $48.46 Unrealized
SAP SAP SE 0.1%
Value $347K Shares 1,428 Est. Cost $239.30 Unrealized
ONC BEONE MEDICINES LTD 0.1%
Value $336K Shares 1,106 Est. Cost $303.81 Unrealized
INFY INFOSYS LTD 0.0%
Value $293K Shares 16,430 Est. Cost $19.39 Unrealized
EFA ISHARES TR 0.0%
Value $236K Shares 2,458 Est. Cost $96.03 Unrealized