Slagle Financial, LLC Portfolio Holdings

Slagle Financial, LLC

  • $248 Billion
  • Q2 2025

Slagle Financial, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $248 Billion distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $12.9B, Spdr Portfolio S&P 500 ETF (Ma with a value of $11.7B, Apple Inc. with a value of $11B, Microsoft Corp with a value of $9B, and Jpmorgan Chase & CO with a value of $6.54B.

Examining the 13F form we can see an increase of $23.1B in the current position value, from $225B to 248B.

Slagle Financial, LLC is based out at Edwardsville, IL

Below you can find more details about Slagle Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $248 Billion
Technology: $54 Billion
ETFs: $52.8 Billion
Financial Services: $35.8 Billion
Consumer Defensive: $31.3 Billion
Energy: $18.5 Billion
Real Estate: $15.1 Billion
Utilities: $14.1 Billion
Healthcare: $10.4 Billion
Other: $11.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$150B
$252 Million 0.1% of portfolio
2,270
Q2 2025 Reduced 2.83%
$0
$252 Million 0.1% of portfolio
9,161
Q2 2025 Reduced 10.98%
$0
$244 Million 0.1% of portfolio
554
Q2 2025 Added 0.36%
$0
$243 Million 0.1% of portfolio
3,449
Q2 2025 Reduced 7.09%
$162B
$214 Million 0.09% of portfolio
1,170
Q2 2025 New
$0
$235 Million 0.09% of portfolio
4,119
Q2 2025 Reduced 22.75%
$173B
$213 Million 0.09% of portfolio
1,337
Q2 2025 Reduced 90.85%
$0
$230 Million 0.09% of portfolio
933
Q2 2025 Reduced 9.94%
$0
$217 Million 0.09% of portfolio
1,982
Q2 2025 New
$146B
$200 Million 0.08% of portfolio
860
Q2 2025 Reduced 95.63%
$548B
$204 Million 0.08% of portfolio
363
Q2 2025 New
$44.4B
$118 Million 0.05% of portfolio
10,842
Q2 2025 Reduced 0.81%
$5.08B
$122 Million 0.05% of portfolio
10,848
Q2 2025 Reduced 79.21%

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $248 Billion
  • Prior Value $225 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 26 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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