Sloy Dahl & Holst, Llc Portfolio Stock Holdings

According to the SEC 13F filed on August 13, 2026, Sloy Dahl & Holst, Llc disclosed 115 stock positions valued at approximately $810.55M as of quarter-end June 30, 2026. The largest holdings include TESLA INC, APPLE INC, and NVIDIA CORPORATION.

Report Period
June 30, 2026
No. of Stocks
115
Portfolio Value
$810.55M
Holdings by Sector
Sloy Dahl & Holst, Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
TESLA INCTSLAConsumer Cyclical53.92%1,039,022+22,297+2.19%$437,012,528
APPLE INCAAPLTechnology6.31%176,677+1,111+0.63%$51,123,428
NVIDIA CORPORATIONNVDATechnology5.53%223,819+1,549+0.70%$44,783,968
DIREXION SHARES ETF TRUSTTSLLOther4.22%2,418,084+30,705+1.29%$34,240,073
GRAYSCALE BITCOIN MINI TR ETBTCOther3.06%954,568+103,954+12.22%$24,771,041
PALANTIR TECHNOLOGIES INCPLTRTechnology2.63%182,554+10,275+5.96%$21,298,576
COINBASE GLOBAL INCCOINFinancial Services2.55%141,537+12,946+10.07%$20,691,295
GRAYSCALE ETHEREUM STAKINGETHOther1.61%865,953+118,403+15.84%$13,015,275
MICROSOFT CORPMSFTTechnology1.57%34,028+1,377+4.22%$12,693,027
WISDOMTREE TRXSOEOther1.42%233,875+5,199+2.27%$11,501,978
AMAZON COM INCAMZNConsumer Cyclical1.06%36,144+340+0.95%$8,614,562
VANGUARD SPECIALIZED FUNDSVIGOther1.01%34,603+108+0.31%$8,187,782
LAM RESEARCH CORPLRCXOther0.85%15,930-500-3.04%$6,902,947
FLEXSHARES TRQDEFOther0.78%72,666+488+0.68%$6,323,505
GRAYSCALE BITCOIN TRUST ETFGBTCOther0.74%131,538-1,900-1.42%$5,987,611
VICTORY PORTFOLIOS IIUITBOther0.69%119,637+2,824+2.42%$5,603,567
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.69%11,099+209+1.92%$5,553,730
NETFLIX INC.NFLXCommunication Services0.56%63,094+2,517+4.16%$4,504,912
GOLDMAN SACHS ETF TRGBILOther0.52%41,975-101-0.24%$4,204,216
ISHARES ETHEREUM TRETHAOther0.46%314,827--$3,743,294
J P MORGAN EXCHANGE TRADED FJEPQOther0.41%54,077+1,543+2.94%$3,323,573
FIRST TR EXCHNG TRADED FD VIQMAROther0.37%80,095--$2,982,338
ALPHABET INCGOOGCommunication Services0.31%7,185--$2,538,592
TCW ETF TRUSTNETZOther0.30%20,034+1,405+7.54%$2,463,382
GRAYSCALE ETHEREUM STAKING EETHEOther0.30%187,501-157-0.08%$2,392,514
FIRST TR EXCHNG TRADED FD VIFMAYOther0.29%41,485-360-0.86%$2,331,457
VANGUARD BD INDEX FDSBNDOther0.28%31,002+178+0.58%$2,275,832
VANGUARD INDEX FDSVVOther0.22%5,171-25-0.48%$1,778,123
ISHARES TRSGOVOther0.22%17,417+17,417+100.00%$1,753,370
FIRST TR EXCHNG TRADED FD VIFAUGOther0.21%30,585--$1,728,206
Showing 30 of 115 holdings in the latest reporting period.