BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 1 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TSLA TESLA INC Consumer Cyclical 967,982.0 $435.3M 52.28% NEW $449.72 -3.9%
2 AAPL APPLE INC Technology 181,288.0 $49.3M 5.92% NEW $271.86 +13.7%
3 NVDA NVIDIA CORPORATION Technology 226,905.0 $42.3M 5.08% NEW $186.50 +14.6%
4 TSLL DIREXION SHS ETF TR 1,688,402.0 $32.3M 3.88% NEW $19.11 -17.8%
5 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 807,296.0 $31.3M 3.75% NEW $38.73 -13.4%
6 PLTR PALANTIR TECHNOLOGIES INC Technology 168,762.0 $30.0M 3.60% NEW $177.75 -22.7%
7 COIN COINBASE GLOBAL INC Financial Services 125,805.0 $28.4M 3.42% NEW $226.14 -19.2%
8 ETH GRAYSCALE ETHEREUM MINI TR E Financial Services 730,741.0 $20.5M 2.46% NEW $28.06 -30.4%
9 MSFT MICROSOFT CORP Technology 32,482.0 $15.7M 1.89% NEW $483.61 -14.5%
10 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 134,430.0 $9.2M 1.10% NEW $68.36 -13.8%
11 XSOE WISDOMTREE TR 228,393.0 $8.9M 1.07% NEW $39.02 +24.6%
12 AMZN AMAZON COM INC Consumer Cyclical 35,876.0 $8.3M 0.99% NEW $230.82 +13.6%
13 VIG VANGUARD SPECIALIZED FUNDS 34,891.0 $7.7M 0.92% NEW $219.78 +6.0%
14 ETHA ISHARES ETHEREUM TR Financial Services 314,827.0 $7.1M 0.85% NEW $22.43 -30.7%
15 NFLX NETFLIX INC Communication Services 61,217.0 $5.7M 0.69% NEW $93.76 -6.3%
16 QDEF FLEXSHARES TR 70,627.0 $5.7M 0.69% NEW $80.96 +8.3%
17 BERKSHIRE HATHAWAY INC DEL 11,044.0 $5.6M 0.67% NEW $502.64
18 UITB VICTORY PORTFOLIOS II 116,092.0 $5.5M 0.66% NEW $47.35 -1.6%
19 ETHE GRAYSCALE ETHEREUM TRUST ETF Financial Services 188,301.0 $4.6M 0.55% NEW $24.37 -31.6%
20 GBIL GOLDMAN SACHS ETF TR 42,772.0 $4.3M 0.51% NEW $99.94 +0.2%
Page 1 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%