Sloy Dahl & Holst, LLC

CIK: 0001690295SEC EDGAR →

Portfolio Value

$832.7M

Holdings

115

As of

Q4 2025

New Positions

10

Closed Positions

5

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

TESLA INC

967,982$435.3M
52.28%
2

APPLE INC

181,288$49.3M
5.92%
3

NVIDIA CORPORATION

226,905$42.3M
5.08%
4

DIREXION SHS ETF TR

1,688,402$32.3M
3.87%
5

GRAYSCALE BITCOIN MINI TR ET

807,296$31.3M
3.75%
6

PALANTIR TECHNOLOGIES INC

168,762$30.0M
3.60%
7

COINBASE GLOBAL INC

125,805$28.4M
3.42%
8

GRAYSCALE ETHEREUM MINI TR E

730,741$20.5M
2.46%
9

MICROSOFT CORP

32,482$15.7M
1.89%
10

GRAYSCALE BITCOIN TRUST ETF

134,430$9.2M
1.10%

Quarterly Changes

Top Buys

COIN↑ Increased
$8.3M
ETHANEW
$7.1M
VALKYRIE ETF TRUST II↑ Increased
$3.6M
PLTR↑ Increased
$2.9M
BTC↑ Increased
$2.9M

Top Sells

TSLA↓ Decreased
$88.4M
ETH↓ Decreased
$10.0M
MIGACLOSED
$7.3M
MSFT↓ Decreased
$5.3M
GBTC↓ Decreased
$2.9M

New Positions (6)

$7.1M · 315K shares
$1.8M · 570K shares
$1.8M · 86K shares
$222K · 5K shares
$217K · 16K shares
$203K · 1K shares

Closed Positions (7)

$7.3M · 23K shares
$360K · 10K shares
$256K · 2K shares
$223K · 8K shares
$223K · 2K shares
$211K · 2K shares
$200K · 910 shares

Sector Breakdown

Sector# HoldingsValue%
Consumer Cyclical6$445.2M53.5%
Technology15$190.5M22.9%
Financial Services68$169.4M20.3%
Communication Services5$10.1M1.2%
Unknown6$8.7M1.0%
Industrials6$2.9M0.3%
Energy3$2.4M0.3%
Consumer Defensive3$1.7M0.2%
Healthcare2$1.6M0.2%
Utilities1$229K0.0%