You're signed outSign in or to get full access.
Sloy Dahl & Holst, LLC
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 Holdings
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
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more