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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 5 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CALAMOS ETF TR 13,025.0 $338K 0.05% $25.92
82 LRNZ ELEVATION SERIES TRUST 8,175.0 $327K 0.04% +250.0 +3.1% $40.02 +38.8%
83 CSCO CISCO SYS INC Technology 4,172.0 $324K 0.04% $77.59 +52.6%
84 NKE NIKE INC Consumer Cyclical 6,068.0 $321K 0.04% $52.82 -15.6%
85 PFE PFIZER INC Healthcare 11,378.0 $319K 0.04% -320.0 -2.7% $28.08 -8.3%
86 INTC INTEL CORP Technology 7,236.0 $319K 0.04% $44.13 +176.9%
87 VTI VANGUARD INDEX FDS 909.0 $291K 0.04% +11.0 +1.2% $320.64 +15.1%
88 CPSO CALAMOS ETF TR 10,740.0 $290K 0.04% $27.00 +2.6%
89 CLSE TRUST FOR PROFESSIONAL MANAG 9,870.0 $278K 0.04% $28.14 +19.0%
90 CPRO CALAMOS ETF TR 10,080.0 $274K 0.04% $27.16 +2.8%
91 DIS DISNEY WALT CO Communication Services 2,817.0 $271K 0.04% $96.37 +6.8%
92 NEE NEXTERA ENERGY INC Utilities 2,858.0 $265K 0.04% $92.88 -5.2%
93 WMT WALMART INC Consumer Defensive 2,121.0 $264K 0.04% $124.28 -4.6%
94 XXRP LISTED FDS TR 67,618.0 $260K 0.04% +48K +237.4% $3.84 -5.2%
95 XBI SPDR SERIES TRUST 2,007.0 $256K 0.04% $127.71 +4.1%
96 RAVI FLEXSHARES TR 3,285.0 $248K 0.03% $75.41 -0.0%
97 TRV TRAVELERS COMPANIES INC Financial Services 839.0 $245K 0.03% $291.68 +4.8%
98 KO COCA COLA CO Consumer Defensive 3,166.0 $241K 0.03% $76.05 +6.0%
99 XLF SELECT SECTOR SPDR TR 4,859.0 $240K 0.03% $49.37 +5.1%
100 HACK AMPLIFY ETF TR 3,145.0 $236K 0.03% $75.09 +27.3%
Page 5 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%