Sloy Dahl & Holst, LLC
Sloy Dahl & Holst, LLC reported 122 holdings worth US$811M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Sloy Dahl & Holst, LLC reported 122 holdings worth US$811M as of Jun 30, 2026. Largest: Tesla, Inc., Apple Inc and Nvidia Corporation. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 122
- Value as reported
- US$811M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Tesla, Inc. | 1.04M | US$437M | 53.9% |
| Apple Inc | 177K | US$51.1M | 6.3% |
| Nvidia Corporation | 224K | US$44.8M | 5.5% |
| Palantir Technologies Inc. | 183K | US$21.3M | 2.6% |
| Coinbase Global, Inc. | 142K | US$20.7M | 2.6% |
| Microsoft Corp. | 34,028 | US$12.7M | 1.6% |
| Amazon.com, Inc. | 36,144 | US$8.61M | 1.1% |
| Lam Research Corporation | 15,930 | US$6.9M | 0.85% |
| Berkshire Hathaway Inc. | 11,099 | US$5.55M | 0.69% |
| Netflix, Inc. | 63,094 | US$4.5M | 0.56% |
| Alphabet Inc (google) Class C | 10,747 | US$3.84M | 0.47% |
| Union Pacific Corporation | 6,050 | US$1.65M | 0.20% |
| Johnson & Johnson | 6,117 | US$1.55M | 0.19% |
| Costco Wholesale Corporation | 1,512 | US$1.41M | 0.17% |
| Chevron Corporation | 7,944 | US$1.32M | 0.16% |
| Space Exploration Technologies Corp | 6,868 | US$1.17M | 0.14% |
| Exxon Mobil Corporation | 7,767 | US$1.06M | 0.13% |
| Intel Corporation | 7,236 | US$1.01M | 0.12% |
| Meta Platforms, Inc. | 1,528 | US$861K | 0.11% |
| Jp Morgan Chase & Co. | 2,512 | US$822K | 0.10% |
| Verizon Communications Inc. | 15,402 | US$652K | 0.08% |
| Cisco Systems, Inc. | 4,172 | US$490K | 0.06% |
| Rivian Automotive, Inc. | 28,106 | US$488K | 0.06% |
| Home Depot, Inc. (the) | 1,251 | US$441K | 0.05% |
| Rtx Corporation | 2,265 | US$430K | 0.05% |
| Illinois Tool Works Inc. | 1,500 | US$406K | 0.05% |
| Oracle Corporation | 2,608 | US$382K | 0.05% |
| Bitmine Immersion Technologies, Inc. | 28,669 | US$382K | 0.05% |
| Advanced Micro Devices Inc | 518 | US$301K | 0.04% |
| Hut 8 Corp. | 2,577 | US$298K | 0.04% |
| The Travelers Companies, Inc. | 839 | US$277K | 0.03% |
| Pfizer, Inc. | 11,378 | US$274K | 0.03% |
| Conocophillips | 2,629 | US$273K | 0.03% |
| Walt Disney Company (the) | 2,752 | US$265K | 0.03% |
| Coca-cola Company (the) | 3,166 | US$257K | 0.03% |
| Nextera Energy, Inc. | 2,858 | US$251K | 0.03% |
| Boeing Company (the) | 1,156 | US$250K | 0.03% |
| Nike, Inc. | 6,068 | US$249K | 0.03% |
| International Business Machines Corporation | 841 | US$236K | 0.03% |
| Applied Materials, Inc. | 325 | US$235K | 0.03% |
| Snowflake Inc. | 915 | US$233K | 0.03% |
| Walmart Inc. | 2,001 | US$227K | 0.03% |
| U.s. Bancorp | 3,512 | US$212K | 0.03% |
| Idacorp, Inc. | 1,372 | US$208K | 0.03% |
| Norwegian Cruise Line Holdings Ltd. | 9,700 | US$205K | 0.03% |
| Waste Management, Inc. | 910 | US$203K | 0.03% |
| Phillips 66 | 1,197 | US$202K | 0.02% |
| Joby Aviation, Inc. | 16,461 | US$147K | 0.02% |
| Nuscale Power Corporation | 11,323 | US$114K | 0.01% |
| Micron Technology, Inc. | 0 | US$0 | 0.00% |
Source
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