Sloy Dahl & Holst

Vancouver, WAfiles as Sloy Dahl & Holst, LLC

$811m in 122 US stocks at the end of 30 June 2026. The top 10 are 82.8% of the money. It changed about 4.3% of the portfolio this quarter.

Value

$811m

Stocks

122

Top 10 share

82.8%

Turnover

4.3%

What changed this quarter

New

Bought for the first time this quarter.

Ishares TRSGOV
0.2% of the fund
Space Exploration TechnologiesSPCX
0.1% of the fund
Themes ETF TRBMNG
<0.1% of the fund
Advanced Micro DevicesAMD
<0.1% of the fund
Hut 8HUT
<0.1% of the fund
Applied MaterialsAMAT
<0.1% of the fund
SnowflakeSNOW
<0.1% of the fund
US BancorpUSB
<0.1% of the fund
IdacorpIDA
<0.1% of the fund
Norwegian Cruise Line HoldingsNCLH
<0.1% of the fund
Global X FDSAIQ
<0.1% of the fund
Vaneck ETF TrustMOAT
<0.1% of the fund
Nuscale PowerSMR
<0.1% of the fund

Added

Bought more of a stock they already held.

TeslaTSLA
53.9% of the fund
+2%
Grayscale Bitcoin Mini TR ETBTC
3.1% of the fund
+12%
Palantir TechnologiesPLTR
2.6% of the fund
+6%
Coinbase GlobalCOIN
2.6% of the fund
+10%
Grayscale Ethereum StakingETH
1.6% of the fund
+16%
MicrosoftMSFT
1.6% of the fund
+4%
Wisdomtree TRXSOE
1.4% of the fund
+2%
Victory Portfolios IIUITB
0.7% of the fund
+2%
NetflixNFLX
0.6% of the fund
+4%
J P Morgan Exchange Traded FJEPQ
0.4% of the fund
+3%
TCW ETF TrustPWRD
0.3% of the fund
+8%
J P Morgan Exchange Traded FJEPI
0.2% of the fund
+4%
Costco WholesaleCOST
0.2% of the fund
+3%
Pacer FDS TRCOWZ
0.2% of the fund
+4%
AlphabetGOOGL
0.2% of the fund
+62%
First TR Exchng Traded FD VIQJUN
<0.1% of the fund
+2%
First TR Exchange-Traded FDFDL
<0.1% of the fund
+2%
Bitmine Immersion TechnologiesBMNR
<0.1% of the fund
+47%

Cut

Sold some of their stake.

Lam ResearchLRCX
0.9% of the fund
-3%
Verizon CommunicationsVZ
<0.1% of the fund
-16%
Ishares Bitcoin Trust ETFIBIT
<0.1% of the fund
-13%
Walt DisneyDIS
<0.1% of the fund
-2%
WalmartWMT
<0.1% of the fund
-6%

Sold out

Sold their entire stake.

Themes ETF TR
-100%
Listed FDS TR
-100%
Micron TechnologyMU
-100%

Holdings

TeslaTSLA
Share
53.9%
Value
$437m
Shares
1,039,022
+2%
AppleAAPL
Share
6.3%
Value
$51m
Shares
176,677
Held
NvidiaNVDA
Share
5.5%
Value
$45m
Shares
223,819
Held
Direxion Shares ETF TrustTSLL
Share
4.2%
Value
$34m
Shares
2,418,084
Held
Grayscale Bitcoin Mini TR ETBTC
Share
3.1%
Value
$25m
Shares
954,568
+12%
Palantir TechnologiesPLTR
Share
2.6%
Value
$21m
Shares
182,554
+6%
Coinbase GlobalCOIN
Share
2.6%
Value
$21m
Shares
141,537
+10%
Grayscale Ethereum StakingETH
Share
1.6%
Value
$13m
Shares
865,953
+16%
MicrosoftMSFT
Share
1.6%
Value
$13m
Shares
34,028
+4%
Wisdomtree TRXSOE
Share
1.4%
Value
$12m
Shares
233,875
+2%
Amazon.comAMZN
Share
1.1%
Value
$9m
Shares
36,144
Held
Vanguard Specialized FundsVIG
Share
1.0%
Value
$8m
Shares
34,603
Held
Lam ResearchLRCX
Share
0.9%
Value
$7m
Shares
15,930
-3%
Flexshares TRQDEF
Share
0.8%
Value
$6m
Shares
72,666
Held
Grayscale Bitcoin Trust ETFGBTC
Share
0.7%
Value
$6m
Shares
131,538
Held
Victory Portfolios IIUITB
Share
0.7%
Value
$6m
Shares
119,637
+2%
Berkshire HathawayBRK-B
Share
0.7%
Value
$6m
Shares
11,099
Held
NetflixNFLX
Share
0.6%
Value
$5m
Shares
63,094
+4%
Goldman Sachs ETF TRGBIL
Share
0.5%
Value
$4m
Shares
41,975
Held
Ishares Ethereum TRETHA
Share
0.5%
Value
$4m
Shares
314,827
Held
J P Morgan Exchange Traded FJEPQ
Share
0.4%
Value
$3m
Shares
54,077
+3%
First TR Exchng Traded FD VIQMAR
Share
0.4%
Value
$3m
Shares
80,095
Held
AlphabetGOOG
Share
0.3%
Value
$3m
Shares
7,185
Held
TCW ETF TrustPWRD
Share
0.3%
Value
$2m
Shares
20,034
+8%
Grayscale Ethereum Staking EETHE
Share
0.3%
Value
$2m
Shares
187,501
Held
First TR Exchng Traded FD VIFMAY
Share
0.3%
Value
$2m
Shares
41,485
Held
Vanguard BD Index FDSBND
Share
0.3%
Value
$2m
Shares
31,002
Held
Vanguard Index FDSVV
Share
0.2%
Value
$2m
Shares
5,171
Held
Ishares TRSGOV
Share
0.2%
Value
$2m
Shares
17,417
New
First TR Exchng Traded FD VIFAUG
Share
0.2%
Value
$2m
Shares
30,585
Held
First TR Exchng Traded FD VIFMAR
Share
0.2%
Value
$2m
Shares
33,000
Held
First TR Exchng Traded FD VIFSEP
Share
0.2%
Value
$2m
Shares
30,482
Held
Union PacificUNP
Share
0.2%
Value
$2m
Shares
6,050
Held
J P Morgan Exchange Traded FJEPI
Share
0.2%
Value
$2m
Shares
27,917
+4%
Johnson & JohnsonJNJ
Share
0.2%
Value
$2m
Shares
6,117
Held
ARK ETF TRARKK
Share
0.2%
Value
$1m
Shares
18,124
Held
Vaneck Merk Gold ETFOUNZ
Share
0.2%
Value
$1m
Shares
37,000
Held
Costco WholesaleCOST
Share
0.2%
Value
$1m
Shares
1,512
+3%
Pacer FDS TRCOWZ
Share
0.2%
Value
$1m
Shares
22,119
+4%
Victory Portfolios IICDL
Share
0.2%
Value
$1m
Shares
17,674
Held
J P Morgan Exchange Traded FJPST
Share
0.2%
Value
$1m
Shares
26,815
Held
ChevronCVX
Share
0.2%
Value
$1m
Shares
7,944
Held
AlphabetGOOGL
Share
0.2%
Value
$1m
Shares
3,643
+62%
Janus Detroit STR TRJAAA
Share
0.2%
Value
$1m
Shares
24,920
Held
Space Exploration TechnologiesSPCX
Share
0.1%
Value
$1m
Shares
6,868
New
Vanguard BD Index FDSBSV
Share
0.1%
Value
$1m
Shares
14,816
Held
Vanguard Charlotte FDSBNDX
Share
0.1%
Value
$1m
Shares
23,394
Held
Wisdomtree TRIHDG
Share
0.1%
Value
$1m
Shares
21,362
Held
ExxonMobil HoldingsXOM
Share
0.1%
Value
$1m
Shares
7,767
Held
First TR Exchng Traded FD VIDMAY
Share
0.1%
Value
$1m
Shares
22,105
Held
IntelINTC
Share
0.1%
Value
$1m
Shares
7,236
Held
Bitwise XRP ETFXRP
Share
0.1%
Value
$1m
Shares
86,291
Held
Vanguard Star FDSVXUS
Share
0.1%
Value
$900,150
Shares
10,529
Held
Vanguard Index FDSVO
Share
0.1%
Value
$863,757
Shares
10,721
Held
Meta PlatformsMETA
Share
0.1%
Value
$860,812
Shares
1,528
Held
Wisdomtree TRHEDJ
Share
0.1%
Value
$859,845
Shares
15,085
Held
JPMorgan ChaseJPM
Share
0.1%
Value
$822,253
Shares
2,512
Held
Select Sector Spdr TRXLE
Share
<0.1%
Value
$747,418
Shares
14,073
Held
First TR Exchng Traded FD VIQSPT
Share
<0.1%
Value
$705,510
Shares
20,250
Held
Verizon CommunicationsVZ
Share
<0.1%
Value
$652,121
Shares
15,402
-16%
ETF Opportunities TrustTSLT
Share
<0.1%
Value
$620,608
Shares
31,328
Held
First TR Exchange-Traded FDIGLD
Share
<0.1%
Value
$605,475
Shares
28,750
Held
Ishares Bitcoin Trust ETFIBIT
Share
<0.1%
Value
$544,892
Shares
16,368
-13%
Pacer FDS TRCALF
Share
<0.1%
Value
$533,431
Shares
10,540
Held
Spdr Series TrustBIL
Share
<0.1%
Value
$529,222
Shares
5,775
Held
First TR Exchng Traded FD VIDSEP
Share
<0.1%
Value
$528,482
Shares
11,140
Held
Elevation Series TrustLRNZ
Share
<0.1%
Value
$527,514
Shares
8,175
Held
First TR Exchng Traded FD VIQJUN
Share
<0.1%
Value
$519,560
Shares
15,378
+2%
Vanguard Intl Equity Index FVWO
Share
<0.1%
Value
$515,248
Shares
8,632
Held
Cisco SystemsCSCO
Share
<0.1%
Value
$490,044
Shares
4,172
Held
Rivian AutomotiveRIVN
Share
<0.1%
Value
$487,640
Shares
28,106
Held
Invesco QQQ TRQQQ
Share
<0.1%
Value
$482,369
Shares
655
Held
Vanguard Index FDSVB
Share
<0.1%
Value
$456,505
Shares
1,506
Held
Vanguard Index FDSVOO
Share
<0.1%
Value
$445,078
Shares
648
Held
Ishares TRTLT
Share
<0.1%
Value
$442,039
Shares
5,115
Held
Home DepotHD
Share
<0.1%
Value
$441,203
Shares
1,251
Held
RTXRTX
Share
<0.1%
Value
$429,739
Shares
2,265
Held
Illinois Tool WorksITW
Share
<0.1%
Value
$405,705
Shares
1,500
Held
First TR Exchange-Traded FDFDL
Share
<0.1%
Value
$400,472
Shares
8,230
+2%
Ishares TRIVV
Share
<0.1%
Value
$389,769
Shares
520
Held
OracleORCL
Share
<0.1%
Value
$382,203
Shares
2,608
Held
Bitmine Immersion TechnologiesBMNR
Share
<0.1%
Value
$381,586
Shares
28,669
+47%
Calamos ETF TRCPSD
Share
<0.1%
Value
$347,703
Shares
13,025
Held
Spdr Gold TRGLD
Share
<0.1%
Value
$340,384
Shares
924
Held
Trust FOR Professional ManagCLSE
Share
<0.1%
Value
$336,913
Shares
9,870
Held
Vanguard Index FDSVTI
Share
<0.1%
Value
$336,367
Shares
909
Held
Amplify ETF TRHACK
Share
<0.1%
Value
$331,055
Shares
3,155
Held
Themes ETF TRBMNG
Share
<0.1%
Value
$327,238
Shares
35,842
New
Spdr Series TrustXBI
Share
<0.1%
Value
$317,749
Shares
2,008
Held
Advanced Micro DevicesAMD
Share
<0.1%
Value
$300,912
Shares
518
New
Calamos ETF TRCPSO
Share
<0.1%
Value
$299,002
Shares
10,740
Held
Hut 8HUT
Share
<0.1%
Value
$297,502
Shares
2,577
New
Calamos ETF TRCPRO
Share
<0.1%
Value
$285,977
Shares
10,150
Held
Travelers CompaniesTRV
Share
<0.1%
Value
$276,971
Shares
839
Held
PfizerPFE
Share
<0.1%
Value
$273,983
Shares
11,378
Held
ConocoPhillipsCOP
Share
<0.1%
Value
$273,311
Shares
2,629
Held
Walt DisneyDIS
Share
<0.1%
Value
$264,853
Shares
2,752
-2%
Select Sector Spdr TRXLF
Share
<0.1%
Value
$260,491
Shares
4,859
Held
Coca-ColaKO
Share
<0.1%
Value
$257,301
Shares
3,166
Held
NextEra EnergyNEE
Share
<0.1%
Value
$250,847
Shares
2,858
Held

Company	Share of fund	Value	Shares	Change
TeslaTSLA	53.9%	$437m	1,039,022	+2%
AppleAAPL	6.3%	$51m	176,677	Held
NvidiaNVDA	5.5%	$45m	223,819	Held
Direxion Shares ETF TrustTSLL	4.2%	$34m	2,418,084	Held
Grayscale Bitcoin Mini TR ETBTC	3.1%	$25m	954,568	+12%
Palantir TechnologiesPLTR	2.6%	$21m	182,554	+6%
Coinbase GlobalCOIN	2.6%	$21m	141,537	+10%
Grayscale Ethereum StakingETH	1.6%	$13m	865,953	+16%
MicrosoftMSFT	1.6%	$13m	34,028	+4%
Wisdomtree TRXSOE	1.4%	$12m	233,875	+2%
Amazon.comAMZN	1.1%	$9m	36,144	Held
Vanguard Specialized FundsVIG	1.0%	$8m	34,603	Held
Lam ResearchLRCX	0.9%	$7m	15,930	-3%
Flexshares TRQDEF	0.8%	$6m	72,666	Held
Grayscale Bitcoin Trust ETFGBTC	0.7%	$6m	131,538	Held
Victory Portfolios IIUITB	0.7%	$6m	119,637	+2%
Berkshire HathawayBRK-B	0.7%	$6m	11,099	Held
NetflixNFLX	0.6%	$5m	63,094	+4%
Goldman Sachs ETF TRGBIL	0.5%	$4m	41,975	Held
Ishares Ethereum TRETHA	0.5%	$4m	314,827	Held
J P Morgan Exchange Traded FJEPQ	0.4%	$3m	54,077	+3%
First TR Exchng Traded FD VIQMAR	0.4%	$3m	80,095	Held
AlphabetGOOG	0.3%	$3m	7,185	Held
TCW ETF TrustPWRD	0.3%	$2m	20,034	+8%
Grayscale Ethereum Staking EETHE	0.3%	$2m	187,501	Held
First TR Exchng Traded FD VIFMAY	0.3%	$2m	41,485	Held
Vanguard BD Index FDSBND	0.3%	$2m	31,002	Held
Vanguard Index FDSVV	0.2%	$2m	5,171	Held
Ishares TRSGOV	0.2%	$2m	17,417	New
First TR Exchng Traded FD VIFAUG	0.2%	$2m	30,585	Held
First TR Exchng Traded FD VIFMAR	0.2%	$2m	33,000	Held
First TR Exchng Traded FD VIFSEP	0.2%	$2m	30,482	Held
Union PacificUNP	0.2%	$2m	6,050	Held
J P Morgan Exchange Traded FJEPI	0.2%	$2m	27,917	+4%
Johnson & JohnsonJNJ	0.2%	$2m	6,117	Held
ARK ETF TRARKK	0.2%	$1m	18,124	Held
Vaneck Merk Gold ETFOUNZ	0.2%	$1m	37,000	Held
Costco WholesaleCOST	0.2%	$1m	1,512	+3%
Pacer FDS TRCOWZ	0.2%	$1m	22,119	+4%
Victory Portfolios IICDL	0.2%	$1m	17,674	Held
J P Morgan Exchange Traded FJPST	0.2%	$1m	26,815	Held
ChevronCVX	0.2%	$1m	7,944	Held
AlphabetGOOGL	0.2%	$1m	3,643	+62%
Janus Detroit STR TRJAAA	0.2%	$1m	24,920	Held
Space Exploration TechnologiesSPCX	0.1%	$1m	6,868	New
Vanguard BD Index FDSBSV	0.1%	$1m	14,816	Held
Vanguard Charlotte FDSBNDX	0.1%	$1m	23,394	Held
Wisdomtree TRIHDG	0.1%	$1m	21,362	Held
ExxonMobil HoldingsXOM	0.1%	$1m	7,767	Held
First TR Exchng Traded FD VIDMAY	0.1%	$1m	22,105	Held
IntelINTC	0.1%	$1m	7,236	Held
Bitwise XRP ETFXRP	0.1%	$1m	86,291	Held
Vanguard Star FDSVXUS	0.1%	$900,150	10,529	Held
Vanguard Index FDSVO	0.1%	$863,757	10,721	Held
Meta PlatformsMETA	0.1%	$860,812	1,528	Held
Wisdomtree TRHEDJ	0.1%	$859,845	15,085	Held
JPMorgan ChaseJPM	0.1%	$822,253	2,512	Held
Select Sector Spdr TRXLE	<0.1%	$747,418	14,073	Held
First TR Exchng Traded FD VIQSPT	<0.1%	$705,510	20,250	Held
Verizon CommunicationsVZ	<0.1%	$652,121	15,402	-16%
ETF Opportunities TrustTSLT	<0.1%	$620,608	31,328	Held
First TR Exchange-Traded FDIGLD	<0.1%	$605,475	28,750	Held
Ishares Bitcoin Trust ETFIBIT	<0.1%	$544,892	16,368	-13%
Pacer FDS TRCALF	<0.1%	$533,431	10,540	Held
Spdr Series TrustBIL	<0.1%	$529,222	5,775	Held
First TR Exchng Traded FD VIDSEP	<0.1%	$528,482	11,140	Held
Elevation Series TrustLRNZ	<0.1%	$527,514	8,175	Held
First TR Exchng Traded FD VIQJUN	<0.1%	$519,560	15,378	+2%
Vanguard Intl Equity Index FVWO	<0.1%	$515,248	8,632	Held
Cisco SystemsCSCO	<0.1%	$490,044	4,172	Held
Rivian AutomotiveRIVN	<0.1%	$487,640	28,106	Held
Invesco QQQ TRQQQ	<0.1%	$482,369	655	Held
Vanguard Index FDSVB	<0.1%	$456,505	1,506	Held
Vanguard Index FDSVOO	<0.1%	$445,078	648	Held
Ishares TRTLT	<0.1%	$442,039	5,115	Held
Home DepotHD	<0.1%	$441,203	1,251	Held
RTXRTX	<0.1%	$429,739	2,265	Held
Illinois Tool WorksITW	<0.1%	$405,705	1,500	Held
First TR Exchange-Traded FDFDL	<0.1%	$400,472	8,230	+2%
Ishares TRIVV	<0.1%	$389,769	520	Held
OracleORCL	<0.1%	$382,203	2,608	Held
Bitmine Immersion TechnologiesBMNR	<0.1%	$381,586	28,669	+47%
Calamos ETF TRCPSD	<0.1%	$347,703	13,025	Held
Spdr Gold TRGLD	<0.1%	$340,384	924	Held
Trust FOR Professional ManagCLSE	<0.1%	$336,913	9,870	Held
Vanguard Index FDSVTI	<0.1%	$336,367	909	Held
Amplify ETF TRHACK	<0.1%	$331,055	3,155	Held
Themes ETF TRBMNG	<0.1%	$327,238	35,842	New
Spdr Series TrustXBI	<0.1%	$317,749	2,008	Held
Advanced Micro DevicesAMD	<0.1%	$300,912	518	New
Calamos ETF TRCPSO	<0.1%	$299,002	10,740	Held
Hut 8HUT	<0.1%	$297,502	2,577	New
Calamos ETF TRCPRO	<0.1%	$285,977	10,150	Held
Travelers CompaniesTRV	<0.1%	$276,971	839	Held
PfizerPFE	<0.1%	$273,983	11,378	Held
ConocoPhillipsCOP	<0.1%	$273,311	2,629	Held
Walt DisneyDIS	<0.1%	$264,853	2,752	-2%
Select Sector Spdr TRXLF	<0.1%	$260,491	4,859	Held
Coca-ColaKO	<0.1%	$257,301	3,166	Held
NextEra EnergyNEE	<0.1%	$250,847	2,858	Held

Showing the largest 100 of 122.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 12.6% since 30 June 2025.

Where the money is

Retail & consumer55.1%

Technology17.4%

Financial services3.5%

Media & telecom1.2%

Industrials0.4%

Energy0.4%

Everyday goods0.2%

Health care0.2%

Utilities0.1%

Other21.5%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.