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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 4 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TSLT ETF OPPORTUNITIES TRUST 31,328.0 $533K 0.07% $17.01 +28.0%
62 BIL SPDR SERIES TRUST 5,775.0 $529K 0.07% $91.64 -0.0%
63 DSEP FIRST TR EXCHNG TRADED FD VI 11,140.0 $490K 0.07% $43.96 +7.2%
64 VWO VANGUARD INTL EQUITY INDEX F 8,728.0 $472K 0.07% +529.0 +6.5% $54.05 +11.1%
65 QJUN FIRST TR EXCHNG TRADED FD VI 15,075.0 $471K 0.07% $31.25 +7.8%
66 CALF PACER FDS TR 10,430.0 $468K 0.06% $44.87 +8.9%
67 TLT ISHARES TR 5,115.0 $443K 0.06% +455.0 +9.8% $86.69 -1.9%
68 RTX RTX CORPORATION Industrials 2,265.0 $437K 0.06% $192.90 -7.8%
69 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 28,101.0 $423K 0.06% -3K -8.5% $15.05 -3.4%
70 HD HOME DEPOT INC Consumer Cyclical 1,251.0 $411K 0.06% $328.89 -5.9%
71 FDL FIRST TR EXCHANGE-TRADED FD 8,030.0 $408K 0.06% $50.80 -0.6%
72 GLD SPDR GOLD TR Financial Services 924.0 $398K 0.06% $430.29 -3.8%
73 VB VANGUARD INDEX FDS 1,507.0 $395K 0.05% +131.0 +9.5% $261.93 +11.5%
74 ITW ILLINOIS TOOL WKS INC Industrials 1,500.0 $390K 0.05% $260.29 -3.9%
75 VOO VANGUARD INDEX FDS 648.0 $387K 0.05% -54.0 -7.7% $597.57 +15.3%
76 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 19,530.0 $386K 0.05% +4K +29.6% $19.78 -0.6%
77 ORCL ORACLE CORP Technology 2,615.0 $385K 0.05% -320.0 -10.9% $147.11 +31.1%
78 QQQ INVESCO QQQ TR Financial Services 655.0 $378K 0.05% $577.21 +26.1%
79 COP CONOCOPHILLIPS Energy 2,629.0 $347K 0.05% $132.00 -10.4%
80 IVV ISHARES TR 517.0 $338K 0.05% +7.0 +1.4% $653.51 +15.2%
Page 4 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%