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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 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 187,658.0 $3.2M 0.44% $17.07 -2.0%
22 JEPQ J P MORGAN EXCHANGE TRADED F 52,534.0 $2.9M 0.40% +1K +2.8% $55.52 +8.4%
23 QMAR FIRST TR EXCHNG TRADED FD VI 80,095.0 $2.7M 0.37% -1K -1.2% $33.62 +10.2%
24 BND VANGUARD BD INDEX FDS 30,824.0 $2.3M 0.31% +286.0 +0.9% $73.64 -0.9%
25 FMAY FIRST TR EXCHNG TRADED FD VI 41,845.0 $2.2M 0.30% $52.80 +5.9%
26 GOOG ALPHABET INC Communication Services 7,185.0 $2.1M 0.28% -259.0 -3.5% $286.84 +32.3%
27 PWRD TCW ETF TRUST 18,629.0 $1.8M 0.25% +1K +7.1% $97.77 +14.3%
28 OUNZ VANECK MERK GOLD ETF Financial Services 37,000.0 $1.7M 0.23% -2K -5.4% $45.05 -3.8%
29 CVX CHEVRON CORPORATION Energy 7,944.0 $1.6M 0.23% $206.90 -7.5%
30 FMAR FIRST TR EXCHNG TRADED FD VI 33,000.0 $1.6M 0.22% $48.49 +7.2%
31 FAUG FIRST TR EXCHNG TRADED FD VI 30,585.0 $1.6M 0.22% $51.78 +8.0%
32 VV VANGUARD INDEX FDS 5,196.0 $1.6M 0.21% +178.0 +3.5% $298.88 +14.8%
33 FSEP FIRST TR EXCHNG TRADED FD VI 30,482.0 $1.5M 0.21% $50.33 +8.5%
34 JEPI J P MORGAN EXCHANGE TRADED F 26,827.0 $1.5M 0.21% +1K +4.0% $56.68 -0.6%
35 JNJ JOHNSON & JOHNSON Healthcare 6,117.0 $1.5M 0.20% $244.45 -4.1%
36 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,474.0 $1.5M 0.20% +35.0 +2.4% $996.13 +3.2%
37 UNP UNION PAC CORP Industrials 6,050.0 $1.5M 0.20% $242.62 +9.6%
38 J P MORGAN EXCHANGE TRADED F 26,960.0 $1.4M 0.19% -755.0 -2.7% $50.61
39 COWZ PACER FDS TR 21,351.0 $1.3M 0.18% $62.56 +2.8%
40 XOM EXXON MOBIL CORP Energy 7,832.0 $1.3M 0.18% $169.66 -8.7%
Page 2 of 6  ·  112 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%