Sloy Dahl & Holst, LLC has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $551 Million distributed in 103 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Tesla, Inc. with a value of $329M, Apple Inc. with a value of $78.3M, Nvidia Corp with a value of $26M, Coinbase Global, Inc. with a value of $10.6M, and Grayscale Bitcoin Trust (Btc) with a value of $7.45M.

Examining the 13F form we can see an increase of $75.8M in the current position value, from $475M to 551M.

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

Portfolio value $551 Million
Consumer Cyclical: $339 Million
Technology: $124 Million
ETFs: $52.8 Million
Communication Services: $9.17 Million
Financial Services: $6.76 Million
Financial: $3.96 Million
Industrials: $2.97 Million
Energy: $1.91 Million
Other: $3 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 103
  • Current Value $551 Million
  • Prior Value $475 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 17, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 14 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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