Sloy Dahl & Holst, LLC
CIK:0001690295
Bank
$2B AUM
116 holdings
Portland, OR, USA
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.
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)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TSLA | TESLA INC | 55.50% | $523.7M | 1,177,647 | $186.09 | $444.72 | +$150.3M |
A AAPL | APPLE INC | 5.01% | $47.2M | 185,524 | $111.64 | $254.63 | +$7.6M |
N NVDA | NVIDIA CORPORATION | 4.40% | $41.6M | 222,764 | $27.47 | $186.58 | +$6.4M |
C COIN | COINBASE GLOBAL INC | 3.89% | $36.7M | 108,755 | $188.33 | $337.49 | -$522.9K |
B BTC | GRAYSCALE BITCOIN MINI TR ET | 3.62% | $34.2M | 674,710 | $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%