Sloy Dahl & Holst, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $518 Million distributed in 109 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Tesla, Inc. with a value of $302M, Apple Inc. with a value of $49.3M, Nvidia Corp with a value of $22.7M, Coinbase Global, Inc. with a value of $16.2M, and Palantir Technologies Inc. with a value of $11.1M.

Examining the 13F form we can see an decrease of $210M in the current position value, from $728M to 518M.

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

Portfolio value $518 Million
Consumer Cyclical: $310 Million
Technology: $112 Million
ETFs: $60.2 Million
Communication Services: $10.3 Million
Financial Services: $7.47 Million
Industrials: $2.78 Million
Energy: $2.51 Million
Financial: $2.2 Million
Other: $3.55 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 109
  • Current Value $518 Million
  • Prior Value $728 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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