James T. Borello RIA’s Somnigroup International SGI Stock Holding History

James T. Borello RIA’s Portfolio SGI Stock Details SGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.35K	Buy	54 +40	+286%	+$2.71K	﹤0.01%	857
2026 Q2	$1.1K	Sell	14 -94	-87%	-$6.89K	﹤0.01%	1010
2026 Q1	$7.98K	Buy	108 +69	+177%	+$5.99K	﹤0.01%	626
2025 Q4	$3.48K	Sell	39 -1	-3%	-$87	﹤0.01%	667
2025 Q3	$3.37K	Buy	+40	New	+$3.15K	﹤0.01%	604

Other funds holding SGI

North Growth Management Vancouver, British Columbia, Canada $743M AUM 74.29% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Salvus Wealth Management Red Bank, New Jersey $175M AUM 19.03% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

James T. Borello RIA's SGI Position: Q3 2026 in Review

James T. Borello RIA increased its Somnigroup International (SGI) stake by 286% in Q3 2026, buying an estimated $2.71K and bringing the position to 54 shares worth $3.35K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

James T. Borello RIA first reported a position in SGI in Q3 2025 and has held it in 5 quarters since. The position peaked at $7.98K in Q1 2026. 100 funds tracked by Wall St. Rank hold SGI as of Q3 2026.

James T. Borello RIA held 54 shares of Somnigroup International worth $3.35K as of Q3 2026.
James T. Borello RIA bought 40 Somnigroup International shares in Q3 2026, an estimated $2.71K.
Somnigroup International made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #857 holding.
James T. Borello RIA first reported a position in Somnigroup International in Q3 2025 and has held it in 5 quarters since.
James T. Borello RIA's Somnigroup International position peaked at $7.98K in Q1 2026.
100 funds tracked by Wall St. Rank held Somnigroup International as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.