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Sloy Dahl & Holst, LLC

CIK:0001690295
Bank
$2B AUM
116 holdings
Portland, OR, USA
Founded:1986
20 employees
sdh-inc.com
Latest filing:Sep 30, 2025

A boutique investment firm specializing in customized investment portfolios for clients, focusing on wealth building, capital preservation, retirement planning, and pension fund management.

Investment Strategy

Customized investment portfolios tailored to each client’s specific goals using mutual funds and other investment vehicles.

Latest 13F Filing Activity

Sloy Dahl & Holst, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 111 equity positions with a total 13F market value of $944M. The fund increased holdings in Tesla Inc., Microsoft Corp., Direxion SHS Etf TR among other positions. Sloy Dahl & Holst, LLC reduced exposure to Strategy Inc., Netflix Inc., Coinbase Global Inc. among others.

Top Buys
T
TSLATESLA INC
+$150.3M
M
MSFTMICROSOFT CORP
+$13.6M
T
TSLLDIREXION SHS ETF TR
+$13.4M
E
ETHGRAYSCALE ETHEREUM MINI TR E
+$12.2M
A
AAPLAPPLE INC
+$7.6M
Top Sells
M
MSTRSTRATEGY INC
-$1.9M
N
NFLXNETFLIX INC
-$1.0M
C
COINCOINBASE GLOBAL INC
-$522.9K
M
MARAMARA HOLDINGS INC
-$503.9K
H
HESHESS CORP
-$457.2K

Top Holdings

T
TSLATESLA INC
+55.5%$523.7M
A
AAPLAPPLE INC
+5.0%$47.2M
N
NVDANVIDIA CORPORATION
+4.4%$41.6M
C
COINCOINBASE GLOBAL INC
+3.9%$36.7M
B
BTCGRAYSCALE BITCOIN MINI TR ET
+3.6%$34.2M

Equity Positions (111)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
T
TSLA
TESLA INC55.50%$523.7M1,177,647$186.09$444.72+$150.3M
A
AAPL
APPLE INC5.01%$47.2M185,524$111.64$254.63+$7.6M
N
NVDA
NVIDIA CORPORATION4.40%$41.6M222,764$27.47$186.58+$6.4M
C
COIN
COINBASE GLOBAL INC3.89%$36.7M108,755$188.33$337.49-$522.9K
B
BTC
GRAYSCALE BITCOIN MINI TR ET3.62%$34.2M674,710$42.08$50.63+$2.8M

Industry Allocation

MOTOR VEHICLES & PASSENGER CAR BODIES
+55.5%
COMMODITY CONTRACTS BROKERS & DEALERS
+8.4%
SERVICES-PREPACKAGED SOFTWARE
+6.0%
ELECTRONIC COMPUTERS
+5.0%
FINANCE SERVICES
+4.7%