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Portfolio (Quarterly) Guide ↗

Sloy Dahl & Holst, LLC

· CIK 0001690295
13F Portfolio $728M AUM 112 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 33 Added 21 Reduced 6 Exited
Page 2 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MU MICRON TECHNOLOGY INC Technology 653.0 $221K 0.03% -836.0 -56.1% $337.85 +163.1%
Page 2 of 2  ·  21 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 62.6%
Technology 20.3%
Financial Services 13.6%
Communication Services 1.7%
Energy 0.6%
Industrials 0.5%
Consumer Defensive 0.3%
Healthcare 0.3%
Utilities 0.0%