Sloy Dahl & Holst, LLC
Sloy Dahl & Holst, LLC reported 120 holdings worth US$693M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 14, 2026
Sloy Dahl & Holst, LLC reported 120 holdings worth US$693M as of Sep 30, 2026. Largest: Tesla, Inc., Nvidia Corporation and Palantir Technologies Inc. Filed Oct 14, 2026 (Form 13F).
- Holdings
- 120
- Value as reported
- US$693M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Tesla, Inc. | 894K | US$317M | 45.8% |
| Nvidia Corporation | 221K | US$50.4M | 7.3% |
| Palantir Technologies Inc. | 186K | US$34.8M | 5.0% |
| Coinbase Global, Inc. | 141K | US$26.2M | 3.8% |
| Apple Inc | 69,445 | US$23.1M | 3.3% |
| Microsoft Corp. | 34,123 | US$17.5M | 2.5% |
| Amazon.com, Inc. | 35,649 | US$8.88M | 1.3% |
| Berkshire Hathaway Inc. | 10,681 | US$5.32M | 0.77% |
| Lam Research Corporation | 15,930 | US$5.23M | 0.76% |
| Netflix, Inc. | 62,370 | US$4.34M | 0.63% |
| Alphabet Inc (google) Class C | 10,648 | US$3.64M | 0.53% |
| Space Exploration Technologies Corp | 22,241 | US$3.36M | 0.48% |
| Union Pacific Corporation | 6,050 | US$1.65M | 0.24% |
| Johnson & Johnson | 5,937 | US$1.57M | 0.23% |
| Chevron Corporation | 7,459 | US$1.52M | 0.22% |
| Costco Wholesale Corporation | 1,591 | US$1.45M | 0.21% |
| Jp Morgan Chase & Co. | 2,417 | US$800K | 0.12% |
| Bitmine Immersion Technologies, Inc. | 28,669 | US$758K | 0.11% |
| Intel Corporation | 6,089 | US$732K | 0.11% |
| Meta Platforms, Inc. | 913 | US$662K | 0.10% |
| Verizon Communications Inc. | 13,227 | US$607K | 0.09% |
| Cisco Systems, Inc. | 4,172 | US$449K | 0.06% |
| Rtx Corporation | 2,265 | US$420K | 0.06% |
| Illinois Tool Works Inc. | 1,500 | US$386K | 0.06% |
| Rivian Automotive, Inc. | 25,606 | US$383K | 0.06% |
| Home Depot, Inc. (the) | 1,251 | US$356K | 0.05% |
| Oracle Corporation | 2,587 | US$355K | 0.05% |
| Conocophillips | 2,629 | US$329K | 0.05% |
| Pfizer, Inc. | 10,928 | US$312K | 0.04% |
| Snowflake Inc. | 915 | US$311K | 0.04% |
| Phillips 66 | 1,197 | US$306K | 0.04% |
| The Travelers Companies, Inc. | 839 | US$299K | 0.04% |
| Crowdstrike Holdings, Inc. | 1,048 | US$277K | 0.04% |
| Coca-cola Company (the) | 3,166 | US$273K | 0.04% |
| Walmart Inc. | 2,491 | US$259K | 0.04% |
| Walt Disney Company (the) | 2,422 | US$254K | 0.04% |
| Strategy Inc | 1,646 | US$252K | 0.04% |
| Advanced Micro Devices Inc | 368 | US$225K | 0.03% |
| Hut 8 Corp. | 2,577 | US$222K | 0.03% |
| Nextera Energy, Inc. | 2,858 | US$216K | 0.03% |
| Boeing Company (the) | 1,156 | US$215K | 0.03% |
| U.s. Bancorp | 3,512 | US$203K | 0.03% |
| Joby Aviation, Inc. | 16,461 | US$99,590 | 0.01% |
| Nuscale Power Corporation | 12,498 | US$98,735 | 0.01% |
| Applied Materials, Inc. | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Idacorp, Inc. | 0 | US$0 | 0.00% |
| International Business Machines Corporation | 0 | US$0 | 0.00% |
| Nike, Inc. | 0 | US$0 | 0.00% |
| Norwegian Cruise Line Holdings Ltd. | 0 | US$0 | 0.00% |
| Waste Management, Inc. | 0 | US$0 | 0.00% |
Source
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