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Portfolio (Quarterly) Guide ↗

SLT Holdings LLC

· CIK 0002052222
13F Portfolio $160M AUM 150 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 150 New
Page 8 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 11,250.0 $106K 0.07% NEW $9.39 +31.1%
142 LITHIUM AMERS CORP NEW 26,000.0 $100K 0.06% NEW $3.85
143 PYPL PAYPAL HLDGS INC Financial Services 2,250.0 $97K 0.06% NEW $43.18 +40.0%
144 ATOM ATOMERA INC Technology 10,000.0 $87K 0.05% NEW $8.71 -37.8%
145 ETF OPPORTUNITIES TRUST 121,000.0 $81K 0.05% NEW $0.67
146 AUR AURORA INNOVATION INC Technology 10,000.0 $68K 0.04% NEW $6.82 +2.2%
147 DNN CALL DENISON MINES CORP Energy 10,000.0 $31K 0.02% NEW $3.06 +4.2%
148 OMEX ODYSSEY MARINE EXPL INC Industrials 28,250.0 $24K 0.01% NEW $0.85 +0.7%
149 DNN DENISON MINES CORP Energy 3,000.0 $9K 0.01% NEW $3.06 +4.2%
150 NIO NIO INC Consumer Cyclical 1,500.0 $8K 0.01% NEW $5.06 -9.1%
Page 8 of 8  ·  150 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
Technology 53.0%
Financial Services 15.4%
Consumer Cyclical 6.9%
Industrials 5.4%
Healthcare 5.1%
Communication Services 4.4%
Basic Materials 3.2%
Utilities 2.7%
Consumer Defensive 2.4%
Energy 1.5%