1y return+13.0%S&P 500 +20.9%
3y return+52.6%S&P 500 +68.5%
5y return+58.9%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $313 against $232 in the S&P 500.2
Sloy Dahl & Holst, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| TSLATesla Inc | $437.0M | 53.9% | +2.2% |
| AAPLApple Inc | $51.1M | 6.3% | |
| NVDANvidia Corporation | $44.8M | 5.5% | |
| TSLLDirexion Shares Etf Trust | $34.2M | 4.2% | +1.3% |
| BTCGrayscale Bitcoin Mini Tr Et | $24.8M | 3.1% | +12.2% |
| PLTRPalantir Technologies Inc | $21.3M | 2.6% | +6.0% |
| COINCoinbase Global Inc | $20.7M | 2.6% | +10.1% |
| ETHGrayscale Ethereum Staking | $13.0M | 1.6% | +15.8% |
| MSFTMicrosoft Corp | $12.7M | 1.6% | +4.2% |
| XSOEWisdomtree Tr | $11.5M | 1.4% | +2.3% |
| AMZNAmazon Com Inc | $8.6M | 1.1% | |
| VIGVanguard Specialized Funds | $8.2M | 1.0% | |
| LRCXLam Research Corp | $6.9M | 0.9% | −3.0% |
| QDEFFlexshares Tr | $6.3M | 0.8% | |
| GBTCGrayscale Bitcoin Trust Etf | $6.0M | 0.7% | −1.4% |
| UITBVictory Portfolios II | $5.6M | 0.7% | +2.4% |
| BRK/BBerkshire Hathaway Inc Del | $5.6M | 0.7% | +1.9% |
| NFLXNetflix Inc. | $4.5M | 0.6% | +4.2% |
| GBILGoldman Sachs Etf Tr | $4.2M | 0.5% | |
| Ishares Ethereum TrCUSIP 46438R105 | $3.7M | 0.5% | |
| JEPQJ P Morgan Exchange Traded F | $3.3M | 0.4% | +2.9% |
| QMARFirst Tr Exchng Traded Fd Vi | $3.0M | 0.4% | |
| GOOGAlphabet Inc | $2.5M | 0.3% | |
| PWRDTcw Etf Trust | $2.5M | 0.3% | +7.5% |
| ETHEGrayscale Ethereum Staking E | $2.4M | 0.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $44.8M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $6.9M |
| GOOGAlphabet Inc | December 31, 2020 | +303.4% | $2.5M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $51.1M |
| PLTRPalantir Technologies Inc | September 30, 2024 | +213.6% | $21.3M |
| COSTCostco Wholesale Corporation | June 30, 2020 | +208.5% | $1.4M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $5.6M |
| QDEFFlexshares Tr | June 30, 2020 | +108.0% | $6.3M |
| OUNZVaneck Merk Gold Etf | June 30, 2023 | +107.5% | $1.4M |
| VIGVanguard Specialized Funds | June 30, 2020 | +101.9% | $8.2M |
Sold off last quarter
- Themes Etf TrCUSIP 88340C685 was $750K
- Listed Fds TrCUSIP 53656G191 was $260K
- MUMicron Technology Inc was $221K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.9% | +14.8% |
| March 31, 2026 | −15.6% | −4.6% |
| December 31, 2025 | −3.6% | +2.4% |
| September 30, 2025 | +28.7% | +7.8% |
| June 30, 2025 | +22.8% | +10.5% |
| March 31, 2025 | −27.4% | −4.6% |
| December 31, 2024 | +36.0% | +2.1% |
| September 30, 2024 | +18.1% | +5.4% |
| June 30, 2024 | +9.5% | +4.0% |
| March 31, 2024 | −12.9% | +10.0% |
| December 31, 2023 | +5.6% | +11.2% |
| September 30, 2023 | −6.4% | −3.6% |
| June 30, 2023 | +20.2% | +8.3% |
| March 31, 2023 | +40.2% | +7.0% |
| December 31, 2022 | −31.3% | +7.1% |
| September 30, 2022 | +11.3% | −5.3% |
| June 30, 2022 | −31.1% | −16.5% |
| March 31, 2022 | −1.6% | −4.9% |
| December 31, 2021 | +24.8% | +10.7% |
| September 30, 2021 | −4.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Sloy Dahl & Holst, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1690295&type=13F-HR&dateb=&owner=include&count=40CIK 1690295
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1690295/000117266126003355/Filed August 13, 2026 · accession 0001172661-26-003355