Sloy Dahl & Holst, LLC has filed its 13F form on July 22, 2024 for Q2 2024 where it was disclosed a total value porftolio of $475 Million distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Tesla, Inc. with a value of $247M, Apple Inc. with a value of $76.1M, Nvidia Corp with a value of $26M, Grayscale Bitcoin Trust (Btc) with a value of $20.8M, and Coinbase Global, Inc. with a value of $11.3M.

Examining the 13F form we can see an increase of $52.1M in the current position value, from $423M to 475M.

Below you can find more details about Sloy Dahl & Holst, LLC portfolio as well as his latest detailed transactions.

Portfolio value $475 Million
Consumer Cyclical: $257 Million
Technology: $123 Million
ETFs: $62.2 Million
Communication Services: $8.81 Million
Financial Services: $5.82 Million
Financial: $4.59 Million
Industrials: $2.55 Million
Energy: $1.93 Million
Other: $2.37 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $475 Million
  • Prior Value $423 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 22, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 6 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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