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Portfolio (Quarterly) Guide ↗

Sloy Dahl & Holst, LLC

· CIK 0001690295
13F Portfolio $833M AUM Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 115 New
Page 4 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XLE SELECT SECTOR SPDR TR 14,738.0 $659K 0.08% NEW $44.71 +29.4%
62 QSPT FIRST TR EXCHNG TRADED FD VI 20,250.0 $642K 0.08% NEW $31.68 +9.1%
63 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 30,716.0 $605K 0.07% NEW $19.71 -27.0%
64 ORCL ORACLE CORP Technology 2,935.0 $572K 0.07% NEW $194.91 -1.0%
65 BIL SPDR SERIES TRUST 5,775.0 $528K 0.06% NEW $91.38 +0.3%
66 DSEP FIRST TR EXCHNG TRADED FD VI 11,140.0 $500K 0.06% NEW $44.91 +5.0%
67 QJUN FIRST TR EXCHNG TRADED FD VI 15,075.0 $480K 0.06% NEW $31.84 +5.8%
68 CALF PACER FDS TR 10,430.0 $463K 0.06% NEW $44.37 +10.3%
69 VWO VANGUARD INTL EQUITY INDEX F 8,199.0 $441K 0.05% NEW $53.76 +12.0%
70 VOO VANGUARD INDEX FDS 702.0 $440K 0.05% NEW $627.14 +10.0%
71 TARK INVESTMENT MANAGERS SER TR I 8,947.0 $434K 0.05% NEW $48.55 -7.9%
72 HD HOME DEPOT INC Consumer Cyclical 1,251.0 $430K 0.05% NEW $344.10 -9.8%
73 MU MICRON TECHNOLOGY INC Technology 1,489.0 $425K 0.05% NEW $285.32 +214.0%
74 RTX RTX CORPORATION Industrials 2,265.0 $415K 0.05% NEW $183.40 -2.4%
75 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 15,070.0 $409K 0.05% NEW $27.15 -29.3%
76 TLT ISHARES TR 4,660.0 $406K 0.05% NEW $87.16 -2.4%
77 QQQ INVESCO QQQ TR Financial Services 654.0 $402K 0.05% NEW $614.34 +18.9%
78 NKE NIKE INC Consumer Cyclical 6,068.0 $387K 0.05% NEW $63.71 -29.5%
79 LRNZ ELEVATION SERIES TRUST 7,925.0 $378K 0.04% NEW $47.66 +17.1%
80 ITW ILLINOIS TOOL WKS INC Industrials 1,500.0 $369K 0.04% NEW $246.30 +1.7%
Page 4 of 6  ·  115 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 62.3%
Technology 19.9%
Financial Services 15.1%
Communication Services 1.5%
Industrials 0.4%
Energy 0.3%
Consumer Defensive 0.2%
Healthcare 0.2%
Utilities 0.0%