Sloy Dahl & Holst, Llc Portfolio Stock Holdings

Sloy Dahl & Holst, Llc disclosed 112 stock positions valued at approximately $728.4 million in its latest SEC 13F filing. The largest holdings include TESLA INC, APPLE INC, and NVIDIA CORPORATION. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.

Report Period
March 31, 2026
No. of Stocks
112
Portfolio Value
$728.4M
Holdings by Sector
Sloy Dahl & Holst, Llc Portfolio Holdings in Q1 2026

102 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
TESLA INCTSLAConsumer Cyclical51.89%1,016,725+48,743+5.04%$377,967,408
APPLE INCAAPLTechnology6.12%175,566-5,722-3.16%$44,556,949
NVIDIA CORPORATIONNVDATechnology5.32%222,270-4,635-2.04%$38,763,843
DIREXION SHARES ETF TRUSTTSLLOther3.98%2,387,379+698,977+41.40%$29,006,659
GRAYSCALE BITCOIN MINI TR ETBTCOther3.50%850,614+43,318+5.37%$25,509,915
PALANTIR TECHNOLOGIES INCPLTRTechnology3.46%172,279+3,517+2.08%$25,200,973
COINBASE GLOBAL INCCOINFinancial Services3.08%128,591+2,786+2.21%$22,453,275
MICROSOFT CORPMSFTTechnology1.66%32,651+169+0.52%$12,086,207
WISDOMTREE TRXSOEOther1.26%228,676+283+0.12%$9,169,900
AMAZON COM INCAMZNConsumer Cyclical1.02%35,804-72-0.20%$7,456,900
VANGUARD SPECIALIZED FUNDSVIGOther1.02%34,495-396-1.13%$7,418,402
GRAYSCALE BITCOIN TRUST ETFGBTCOther0.97%133,438-992-0.74%$7,040,190
NETFLIX INC.NFLXCommunication Services0.80%60,577-640-1.05%$5,824,480
FLEXSHARES TRQDEFOther0.79%72,178+1,551+2.20%$5,761,249
VICTORY PORTFOLIOS IIUITBOther0.75%116,813+721+0.62%$5,492,181
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.72%10,890-154-1.39%$5,218,393
GOLDMAN SACHS ETF TRGBILOther0.58%42,076-696-1.63%$4,215,595
LAM RESEARCH CORPLRCXOther0.48%16,430-500-2.95%$3,510,434
GRAYSCALE ETHEREUM STAKING EETHEOther0.44%187,658-643-0.34%$3,203,323
J P MORGAN EXCHANGE TRADED FJEPQOther0.40%52,534+1,405+2.75%$2,916,688
FIRST TR EXCHNG TRADED FD VIQMAROther0.37%80,095-1,000-1.23%$2,692,794
VANGUARD BD INDEX FDSBNDOther0.31%30,824+286+0.94%$2,269,908
FIRST TR EXCHNG TRADED FD VIFMAYOther0.30%41,845--$2,209,421
ALPHABET INCGOOGCommunication Services0.28%7,185-259-3.48%$2,060,966
TCW ETF TRUSTNETZOther0.25%18,629+1,234+7.09%$1,821,284
VANECK MERK GOLD ETFOUNZOther0.23%37,000-2,095-5.36%$1,666,850
CHEVRON CORPORATIONCVXEnergy0.23%7,944--$1,643,614
FIRST TR EXCHNG TRADED FD VIFMAROther0.22%33,000--$1,600,170
FIRST TR EXCHNG TRADED FD VIFAUGOther0.22%30,585--$1,583,784
VANGUARD INDEX FDSVVOther0.21%5,196+178+3.55%$1,552,971
FIRST TR EXCHNG TRADED FD VIFSEPOther0.21%30,482--$1,534,160
J P MORGAN EXCHANGE TRADED FJEPIOther0.21%26,827+1,030+3.99%$1,520,555
JOHNSON & JOHNSONJNJHealthcare0.21%6,117--$1,495,321
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.20%1,474+35+2.43%$1,468,292
UNION PAC CORPUNPIndustrials0.20%6,050--$1,467,851
J P MORGAN EXCHANGE TRADED FJPSTOther0.19%26,960-755-2.72%$1,364,446
PACER FDS TRCOWZOther0.18%21,351--$1,335,720
EXXON MOBIL CORPXOMEnergy0.18%7,832--$1,328,778
VICTORY PORTFOLIOS IICDLOther0.18%17,671-429-2.37%$1,316,800
JANUS DETROIT STR TRJAAAOther0.17%24,620+300+1.23%$1,240,110
ARK ETF TRARKKOther0.17%18,124--$1,225,002
VANGUARD BD INDEX FDSBSVOther0.16%14,739+134+0.92%$1,155,680
VANGUARD CHARLOTTE FDSBNDXOther0.15%23,326+219+0.95%$1,120,822
WISDOMTREE TRIHDGOther0.14%21,420+404+1.92%$1,031,374
FIRST TR EXCHNG TRADED FD VIDMAYOther0.14%22,105-475-2.10%$993,134
VERIZON COMMUNICATIONS INCVZCommunication Services0.13%18,227-49-0.27%$914,991
META PLATFORMS INCMETACommunication Services0.12%1,518+11+0.73%$868,376
SELECT SECTOR SPDR TRXLEOther0.12%14,073-665-4.51%$862,112
VANGUARD STAR FDSVXUSOther0.11%10,584+671+6.77%$816,191
WISDOMTREE TRHEDJOther0.11%14,900--$779,270
VANGUARD INDEX FDSVOOther0.11%2,694+291+12.11%$773,741
JPMORGAN CHASE & COJPMFinancial Services0.10%2,547+18+0.71%$749,226
FIRST TR EXCHANGE-TRADED FDIGLDOther0.10%28,750-1,600-5.27%$733,988
ISHARES BITCOIN TRUST ETFIBITOther0.10%18,858+30+0.16%$724,525
ALPHABET INCGOOGLCommunication Services0.09%2,245+66+3.03%$645,511
FIRST TR EXCHNG TRADED FD VIQSPTOther0.09%20,250--$619,960
ETF OPPORTUNITIES TRUSTTSLTOther0.07%31,328--$532,890
SPDR SERIES TRUSTBILOther0.07%5,775--$529,222
FIRST TR EXCHNG TRADED FD VIDSEPOther0.07%11,140--$489,733
VANGUARD INTL EQUITY INDEX FVWOOther0.06%8,728+529+6.45%$471,713
FIRST TR EXCHNG TRADED FD VIQJUNOther0.06%15,075--$471,019
PACER FDS TRCALFOther0.06%10,430--$467,995
ISHARES TRTLTOther0.06%5,115+455+9.76%$443,420
RTX CORPORATIONRTXIndustrials0.06%2,265--$436,919
RIVIAN AUTOMOTIVE INCRIVNConsumer Cyclical0.06%28,101-2,615-8.51%$422,921
HOME DEPOT INCHDConsumer Cyclical0.06%1,251--$411,442
FIRST TR EXCHANGE-TRADED FDFDLOther0.06%8,030--$407,924
SPDR GOLD TRGLDOther0.05%924--$397,589
VANGUARD INDEX FDSVBOther0.05%1,507+131+9.52%$394,730
ILLINOIS TOOL WKS INCITWIndustrials0.05%1,500--$390,435
VANGUARD INDEX FDSVOOOther0.05%648-54-7.69%$387,227
ORACLE CORPORCLTechnology0.05%2,615-320-10.90%$384,704
INVESCO QQQ TRQQQOther0.05%655+1+0.15%$378,075
CONOCOPHILLIPSCOPEnergy0.05%2,629--$347,028
ISHARES TRIVVOther0.05%517+7+1.37%$337,867
CISCO SYS INCCSCOTechnology0.04%4,172--$323,706
NIKE INCNKEConsumer Cyclical0.04%6,068--$320,512
PFIZER INCPFEHealthcare0.04%11,378-320-2.74%$319,495
INTEL CORPINTCTechnology0.04%7,236--$319,339
VANGUARD INDEX FDSVTIOther0.04%909+11+1.22%$291,460
TRUST FOR PROFESSIONAL MANAGCLSEOther0.04%9,870--$277,742
DISNEY WALT CODISCommunication Services0.04%2,817--$271,475
NEXTERA ENERGY INCNEEUtilities0.04%2,858--$265,452
WALMART INCWMTConsumer Defensive0.04%2,121--$263,598
SPDR SERIES TRUSTXBIOther0.04%2,007--$256,316
FLEXSHARES TRRAVIOther0.03%3,285--$247,714
TRAVELERS COMPANIES INCTRVFinancial Services0.03%839--$244,720
COCA COLA COKOConsumer Defensive0.03%3,166--$240,775
SELECT SECTOR SPDR TRXLFOther0.03%4,859--$239,889
AMPLIFY ETF TRHACKOther0.03%3,145--$236,159
FIRST TR EXCHNG TRADED FD VIYMAROther0.03%8,500--$232,494
BOEING COBAIndustrials0.03%1,156--$230,129
MICRON TECHNOLOGY INCMUTechnology0.03%653-836-56.15%$220,616
PHILLIPS 66PSXEnergy0.03%1,197+1,197+100.00%$218,070
JANUS DETROIT STR TRJBBBOther0.03%4,670--$217,647
VANGUARD WHITEHALL FDSVYMOther0.03%1,415--$209,562
WASTE MGMT INC DELWMIndustrials0.03%910+910+100.00%$209,109
FIRST TR EXCHNG TRADED FD VIFJUNOther0.03%3,630--$205,106
INTERNATIONAL BUSINESS MACHSIBMTechnology0.03%841--$203,850
VANGUARD ADMIRAL FDS INCIVOOOther0.03%1,770+1,770+100.00%$202,347