Silver Lake Advisory, LLC Diversified Active

Location: Cottonwood Heights, UT

CIK: 0001596055 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 27, 2026

Total Value: $252M (100.0% shares, 0.0% debt)

Holdings (103)

SGOV ISHARES TR 5.0%
Value $12.69M Shares 126,096 Est. Cost $100.67 Unrealized
VIGI VANGUARD WHITEHALL FDS 4.5%
Value $11.24M Shares 127,017 Est. Cost $85.05 Unrealized
ABBV ABBVIE INC 4.1%
Value $10.28M Shares 47,272 Est. Cost $53.94 Unrealized +312.6%
CSCO CISCO SYS INC 3.9%
Value $9.934M Shares 128,029 Est. Cost $37.62 Unrealized +107.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 3.5%
Value $8.73M Shares 18,218 Est. Cost $208.44 Unrealized +136.7%
JNJ JOHNSON & JOHNSON 3.1%
Value $7.921M Shares 32,403 Est. Cost $77.22 Unrealized +195.1%
KMI KINDER MORGAN INC DEL 3.1%
Value $7.748M Shares 231,092 Est. Cost $14.19 Unrealized +109.7%
GLW CORNING INC 2.8%
Value $7.154M Shares 52,616 Est. Cost $31.53 Unrealized +254.3%
DLR DIGITAL RLTY TR INC 2.4%
Value $6.033M Shares 33,477 Est. Cost $97.09 Unrealized +59.7%
RF REGIONS FINANCIAL CORP NEW 2.4%
Value $6.017M Shares 230,357 Est. Cost $12.44 Unrealized +133.1%
ABT ABBOTT LABORATORIES 2.3%
Value $5.895M Shares 57,414 Est. Cost $51.93 Unrealized +122.2%
AMAT APPLIED MATLS INC 2.3%
Value $5.713M Shares 16,714 Est. Cost $112.14 Unrealized +191.2%
UNM UNUM GROUP 2.1%
Value $5.375M Shares 73,595 Est. Cost $49.51 Unrealized +52.6%
MET METLIFE INC 2.0%
Value $5.058M Shares 71,515 Est. Cost $37.30 Unrealized +107.6%
PAYX PAYCHEX INC 2.0%
Value $4.961M Shares 53,855 Est. Cost $68.18 Unrealized +49.6%
JKHY HENRY JACK & ASSOC INC 1.9%
Value $4.802M Shares 30,382 Est. Cost $159.59 Unrealized +9.9%
SPSB SPDR SERIES TRUST 1.9%
Value $4.695M Shares 156,151 Est. Cost $30.35 Unrealized
MSFT MICROSOFT CORP 1.8%
Value $4.508M Shares 12,177 Est. Cost $36.36 Unrealized +1095.3%
GRMN GARMIN LTD 1.8%
Value $4.455M Shares 19,200 Est. Cost $107.43 Unrealized +99.7%
DOCU DOCUSIGN INC 1.7%
Value $4.333M Shares 91,387 Est. Cost $57.28 Unrealized -6.6%
FSLR FIRST SOLAR INC 1.6%
Value $4.1M Shares 20,783 Est. Cost $80.40 Unrealized +194.9%
ZM ZOOM COMMUNICATIONS INC 1.5%
Value $3.77M Shares 46,895 Est. Cost $67.02 Unrealized +31.4%
NVT NVENT ELEC PLC 1.5%
Value $3.7M Shares 31,283 Est. Cost $63.08 Unrealized +78.1%
PBA PEMBINA PIPELINE CORP 1.4%
Value $3.552M Shares 79,346 Est. Cost $20.78 Unrealized +97.3%
GPC GENUINE PARTS CO 1.4%
Value $3.452M Shares 32,641 Est. Cost $101.28 Unrealized +31.8%
ENS ENERSYS 1.4%
Value $3.403M Shares 19,589 Est. Cost $69.66 Unrealized +146.0%
O REALTY INCOME CORP 1.3%
Value $3.235M Shares 52,879 Est. Cost $42.47 Unrealized +34.9%
ADP AUTOMATIC DATA PROCESSING IN 1.3%
Value $3.232M Shares 15,907 Est. Cost $53.19 Unrealized +352.7%
BDX BECTON DICKINSON & CO 1.3%
Value $3.178M Shares 20,213 Est. Cost $109.39 Unrealized +53.4%
CHD CHURCH & DWIGHT CO INC 1.2%
Value $3.145M Shares 33,699 Est. Cost $94.81 Unrealized 0.0%
MCD MCDONALDS CORP 1.2%
Value $3.073M Shares 9,887 Est. Cost $81.30 Unrealized +290.2%
INGR INGREDION INC 1.2%
Value $2.962M Shares 26,295 Est. Cost $116.19 Unrealized 0.0%
EMR EMERSON ELEC CO 1.1%
Value $2.779M Shares 21,213 Est. Cost $54.03 Unrealized +174.8%
GWW WW GRAINGER INC 1.1%
Value $2.776M Shares 2,545 Est. Cost $917.75 Unrealized +19.3%
SJM SMUCKER J M CO 1.1%
Value $2.656M Shares 27,544 Est. Cost $102.38 Unrealized +1.7%
SAFT SAFETY INS GROUP INC 1.0%
Value $2.622M Shares 36,095 Est. Cost $65.51 Unrealized +18.3%
IUSV ISHARES TR 1.0%
Value $2.539M Shares 24,832 Est. Cost $71.77 Unrealized
ETN EATON CORP PLC 1.0%
Value $2.51M Shares 7,019 Est. Cost $270.44 Unrealized +30.8%
BMO BANK MONTREAL MEDIUM 0.9%
Value $2.383M Shares 17,606 Est. Cost $37.87 Unrealized +266.8%
VMI VALMONT INDS INC 0.9%
Value $2.325M Shares 5,820 Est. Cost $306.70 Unrealized +46.3%
VOE VANGUARD INDEX FDS 0.9%
Value $2.197M Shares 11,924 Est. Cost $184.29 Unrealized
NVDA NVIDIA CORPORATION 0.9%
Value $2.187M Shares 12,543 Est. Cost $98.99 Unrealized +88.5%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.9%
Value $2.154M Shares 3 Est. Cost $593888.44 Unrealized +24.7%
TPL TEXAS PACIFIC LAND CORPORATI 0.8%
Value $2.141M Shares 4,512 Est. Cost $251.95 Unrealized +48.2%
KO COCA COLA CO 0.8%
Value $2.09M Shares 27,475 Est. Cost $28.06 Unrealized +166.5%
NOBL PROSHARES TR 0.7%
Value $1.751M Shares 16,520 Est. Cost $67.26 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.7%
Value $1.728M Shares 28,498 Est. Cost $35.58 Unrealized +61.4%
LDOS LEIDOS HOLDINGS INC 0.6%
Value $1.624M Shares 10,440 Est. Cost $27.83 Unrealized +568.6%
UMH UMH PPTYS INC 0.6%
Value $1.563M Shares 108,330 Est. Cost $15.54 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.6%
Value $1.563M Shares 7,511 Est. Cost $224.67 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.6%
Value $1.545M Shares 40,834 Est. Cost $45.60 Unrealized
PG PROCTER & GAMBLE CO 0.6%
Value $1.486M Shares 10,286 Est. Cost $62.78 Unrealized +141.7%
AAPL APPLE INC 0.6%
Value $1.467M Shares 5,779 Est. Cost $180.25 Unrealized +45.8%
VIG VANGUARD SPECIALIZED FUNDS 0.6%
Value $1.443M Shares 6,708 Est. Cost $190.63 Unrealized
LLY ELI LILLY & CO 0.5%
Value $1.255M Shares 1,364 Est. Cost $702.49 Unrealized +49.1%
ATO ATMOS ENERGY CORP 0.5%
Value $1.214M Shares 6,574 Est. Cost $109.59 Unrealized +56.5%
RPM RPM INTL INC 0.5%
Value $1.212M Shares 12,193 Est. Cost $44.19 Unrealized +153.8%
UNP UNION PAC CORP 0.5%
Value $1.174M Shares 4,837 Est. Cost $235.48 Unrealized +3.3%
AON AON PLC 0.5%
Value $1.169M Shares 3,623 Est. Cost $361.49 Unrealized -7.0%
KMB KIMBERLY-CLARK CORP 0.4%
Value $1.047M Shares 10,857 Est. Cost $66.97 Unrealized +53.9%
JPM JPMORGAN CHASE & CO 0.4%
Value $961K Shares 3,268 Est. Cost $176.82 Unrealized +76.1%
SPY STATE STR SPDR S&P 500 ETF T 0.4%
Value $960K Shares 1,475 Est. Cost $556.42 Unrealized
PNW PINNACLE WEST CAP CORP 0.4%
Value $900K Shares 8,933 Est. Cost $37.46 Unrealized +149.6%
PBI PITNEY BOWES INC 0.3%
Value $850K Shares 76,928 Est. Cost $8.18 Unrealized +27.7%
NSC NORFOLK SOUTHN CORP 0.3%
Value $802K Shares 2,795 Est. Cost $237.76 Unrealized +25.4%
TOST TOAST INC 0.3%
Value $797K Shares 30,065 Est. Cost $35.67 Unrealized -13.1%
WAT WATERS CORP 0.3%
Value $740K Shares 2,486 Est. Cost $367.10 Unrealized 0.0%
RTX RTX CORPORATION 0.3%
Value $725K Shares 3,761 Est. Cost $86.83 Unrealized +126.4%
PEP PEPSICO INC 0.3%
Value $708K Shares 4,562 Est. Cost $156.14 Unrealized -0.9%
OKE ONEOK INC NEW 0.3%
Value $697K Shares 7,715 Est. Cost $45.41 Unrealized +72.9%
CMI CUMMINS INC 0.3%
Value $675K Shares 1,254 Est. Cost $257.43 Unrealized +123.6%
BEP BROOKFIELD RENEWABLE ENERGY 0.3%
Value $659K Shares 20,175 Est. Cost $34.56 Unrealized
BAC BANK AMERICA CORP 0.3%
Value $632K Shares 12,973 Est. Cost $14.75 Unrealized +263.8%
AMZN AMAZON COM INC 0.2%
Value $623K Shares 2,990 Est. Cost $166.93 Unrealized +35.9%
AXP AMERICAN EXPRESS CO 0.2%
Value $608K Shares 2,010 Est. Cost $202.90 Unrealized +75.5%
INTU INTUIT 0.2%
Value $591K Shares 1,368 Est. Cost $497.56 Unrealized 0.0%
SAIC SCIENCE APPLICATIONS INTL CO 0.2%
Value $566K Shares 5,963 Est. Cost $132.40 Unrealized -24.4%
SCHD SCHWAB STRATEGIC TR 0.2%
Value $543K Shares 17,687 Est. Cost $41.95 Unrealized
HD HOME DEPOT INC 0.2%
Value $471K Shares 1,433 Est. Cost $349.27 Unrealized +7.9%
XOM EXXON MOBIL CORP 0.2%
Value $464K Shares 2,735 Est. Cost $100.19 Unrealized +38.5%
CL COLGATE PALMOLIVE CO 0.2%
Value $460K Shares 5,402 Est. Cost $81.87 Unrealized +8.4%
ROL ROLLINS INC 0.2%
Value $422K Shares 7,905 Est. Cost $43.06 Unrealized +43.6%
CVX CHEVRON CORPORATION 0.2%
Value $388K Shares 1,876 Est. Cost $145.16 Unrealized +18.4%
COST COSTCO WHOLESALE CORPORATION 0.2%
Value $385K Shares 387 Est. Cost $721.93 Unrealized +33.5%
FAST FASTENAL CO 0.1%
Value $376K Shares 8,101 Est. Cost $37.05 Unrealized +19.5%
DGX QUEST DIAGNOSTICS INC 0.1%
Value $374K Shares 1,910 Est. Cost $125.21 Unrealized +52.2%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value $370K Shares 753 Est. Cost $557.71 Unrealized +3.0%
SGOL ETFS GOLD TR 0.1%
Value $344K Shares 7,717 Est. Cost $29.82 Unrealized
TWLO TWILIO INC 0.1%
Value $343K Shares 2,725 Est. Cost $114.19 Unrealized +6.7%
OMC OMNICOM GROUP INC 0.1%
Value $338K Shares 4,490 Est. Cost $75.77 Unrealized +1.0%
SCHB SCHWAB STRATEGIC TR 0.1%
Value $327K Shares 13,030 Est. Cost $33.87 Unrealized
QCOM QUALCOMM INC 0.1%
Value $311K Shares 2,411 Est. Cost $111.04 Unrealized +38.6%
TXN TEXAS INSTRS INC 0.1%
Value $301K Shares 1,549 Est. Cost $157.89 Unrealized +30.6%
VTI VANGUARD INDEX FDS 0.1%
Value $299K Shares 932 Est. Cost $303.97 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value $272K Shares 623 Est. Cost $370.11 Unrealized
GOOG ALPHABET INC 0.1%
Value $270K Shares 940 Est. Cost $209.93 Unrealized +54.2%
GOOGL ALPHABET INC 0.1%
Value $265K Shares 920 Est. Cost $209.20 Unrealized +54.5%
CAT CATERPILLAR INC 0.1%
Value $265K Shares 374 Est. Cost $555.50 Unrealized +23.2%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value $247K Shares 1,213 Est. Cost $224.60 Unrealized -1.3%
SPGI S&P GLOBAL INC 0.1%
Value $219K Shares 515 Est. Cost $427.27 Unrealized +13.6%
FDS FACTSET RESH SYS INC 0.1%
Value $213K Shares 981 Est. Cost $456.95 Unrealized -45.9%
TWI TITAN INTL INC ILL 0.1%
Value $201K Shares 29,100 Est. Cost $8.27 Unrealized +17.0%
NXE NEXGEN ENERGY LTD 0.1%
Value $128K Shares 11,000 Est. Cost $7.54 Unrealized +57.7%