MondegarAI
Sloy Dahl & Holst, LLC

Q4 2025 · 13F-HR

Sloy Dahl & Holst, LLCholdings as filed

Filed 2026-02-04 · accession 0001172661-26-000460

$832.7M
Reported value
115
Positions
2025-12-31
Period end
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The Brief · Sloy Dahl & Holst, LLC · Q4 2025

AI · grounded in 13F

Sloy Dahl & Holst, LLC closed its position in STRATEGY INC MSTR, reducing its holdings by $7.34M. The fund established a new position in ISHARES ETHEREUM TR ETHA valued at $7.06M and added new stakes in BITWISE XRP ETF XRP and THEMES ETF TR. Additionally, the fund trimmed its holdings in MICROSOFT CORP MSFT by 19.79% and TESLA INC TSLA by 17.80%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
88160R101TSLATESLA INC$435.3M52.3%967,982CommonNONE
037833100AAPLAPPLE INC$49.3M5.92%181,288CommonNONE
67066G104NVDANVIDIA CORPORATION$42.3M5.08%226,905CommonNONE
25460G286TSLLDIREXION SHS ETF TR$32.3M3.87%1,688,402CommonNONE
389930207BTCGRAYSCALE BITCOIN MINI TR ET$31.3M3.75%807,296CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$30.0M3.60%168,762CommonNONE
19260Q107COINCOINBASE GLOBAL INC$28.4M3.42%125,805CommonNONE
38964R203ETHGRAYSCALE ETHEREUM MINI TR E$20.5M2.46%730,741CommonNONE
594918104MSFTMICROSOFT CORP$15.7M1.89%32,482CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$9.2M1.10%134,430CommonNONE
97717X578XSOEWISDOMTREE TR$8.9M1.07%228,393CommonNONE
023135106AMZNAMAZON COM INC$8.3M0.99%35,876CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$7.7M0.92%34,891CommonNONE
46438R105ETHAISHARES ETHEREUM TR$7.1M0.85%314,827CommonNONE
64110L106NFLXNETFLIX INC$5.7M0.69%61,217CommonNONE
33939L845QDEFFLEXSHARES TR$5.7M0.69%70,627CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$5.6M0.67%11,044CommonNONE
92647N527UITBVICTORY PORTFOLIOS II$5.5M0.66%116,092CommonNONE
389638107ETHEGRAYSCALE ETHEREUM TRUST ETF$4.6M0.55%188,301CommonNONE
381430529GBILGOLDMAN SACHS ETF TR$4.3M0.51%42,772CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$3.0M0.36%51,129CommonNONE
512807306LRCXLAM RESEARCH CORP$2.9M0.35%16,930CommonNONE
33740F581QMARFIRST TR EXCHNG TRADED FD VI$2.7M0.32%81,095CommonNONE
02079K107GOOGALPHABET INC$2.3M0.28%7,444CommonNONE
921937835BNDVANGUARD BD INDEX FDS$2.3M0.27%30,538CommonNONE
33740F748FMAYFIRST TR EXCHNG TRADED FD VI$2.2M0.27%41,845CommonNONE
88340C685THEMES ETF TR$1.8M0.22%569,545CommonNONE
09174F107XRPBITWISE XRP ETF$1.8M0.21%86,291CommonNONE
29287L205PWRDTCW ETF TRUST$1.7M0.20%17,395CommonNONE
921078101OUNZVANECK MERK GOLD ETF$1.6M0.19%39,095CommonNONE
33740F862FAUGFIRST TR EXCHNG TRADED FD VI$1.6M0.19%30,585CommonNONE
91917A108VALKYRIE ETF TRUST II$1.6M0.19%305,035CommonNONE
922908637VVVANGUARD INDEX FDS$1.6M0.19%5,018CommonNONE
33740U307FSEPFIRST TR EXCHNG TRADED FD VI$1.6M0.19%30,482CommonNONE
33740F599FMARFIRST TR EXCHNG TRADED FD VI$1.6M0.19%33,000CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$1.5M0.18%25,797CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$1.4M0.17%27,715CommonNONE
907818108UNPUNION PAC CORP$1.4M0.17%6,050CommonNONE
00214Q104ARKKARK ETF TR$1.4M0.17%18,124CommonNONE
69374H881COWZPACER FDS TR$1.3M0.15%21,351CommonNONE
478160104JNJJOHNSON & JOHNSON$1.3M0.15%6,117CommonNONE
92647N865CDLVICTORY PORTFOLIOS II$1.2M0.15%18,100CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.2M0.15%1,439CommonNONE
47103U845JAAAJANUS DETROIT STR TR$1.2M0.15%24,320CommonNONE
166764100CVXCHEVRON CORP NEW$1.2M0.15%7,944CommonNONE
921937827BSVVANGUARD BD INDEX FDS$1.2M0.14%14,605CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$1.1M0.13%23,107CommonNONE
97717X594IHDGWISDOMTREE TR$1.0M0.12%21,016CommonNONE
33740F730DMAYFIRST TR EXCHNG TRADED FD VI$1.0M0.12%22,580CommonNONE
30303M102METAMETA PLATFORMS INC$994,3660.12%1,507CommonNONE
30231G102XOMEXXON MOBIL CORP$942,5030.11%7,832CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$934,8110.11%18,828CommonNONE
26923N835TSLTETF OPPORTUNITIES TRUST$836,7710.10%31,328CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$814,8950.10%2,529CommonNONE
97717X701HEDJWISDOMTREE TR$790,5940.09%14,900CommonNONE
33733E856IGLDFIRST TR EXCHANGE-TRADED FD$759,0540.09%30,350CommonNONE
921909768VXUSVANGUARD STAR FDS$747,8210.09%9,913CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$744,3650.09%18,276CommonNONE
922908629VOVANGUARD INDEX FDS$697,4500.08%2,403CommonNONE
02079K305GOOGLALPHABET INC$682,0070.08%2,179CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$658,9360.08%14,738CommonNONE
33740U836QSPTFIRST TR EXCHNG TRADED FD VI$641,5040.08%20,250CommonNONE
76954A103RIVNRIVIAN AUTOMOTIVE INC$605,4130.07%30,716CommonNONE
68389X105ORCLORACLE CORP$572,0720.07%2,935CommonNONE
78468R663BILSPDR SERIES TRUST$527,7200.06%5,775CommonNONE
33740F680DSEPFIRST TR EXCHNG TRADED FD VI$500,2540.06%11,140CommonNONE
33740F557QJUNFIRST TR EXCHNG TRADED FD VI$479,9810.06%15,075CommonNONE
69374H857CALFPACER FDS TR$462,7800.06%10,430CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$440,7430.05%8,199CommonNONE
922908363VOOVANGUARD INDEX FDS$440,2530.05%702CommonNONE
46144X487TARKINVESTMENT MANAGERS SER TR I$434,3660.05%8,947CommonNONE
437076102HDHOME DEPOT INC$430,4700.05%1,251CommonNONE
595112103MUMICRON TECHNOLOGY INC$424,8420.05%1,489CommonNONE
75513E101RTXRTX CORPORATION$415,4010.05%2,265CommonNONE
09175A206BMNRBITMINE IMMERSION TECNOLOGIE$409,1530.05%15,070CommonNONE
464287432TLTISHARES TR$406,1670.05%4,660CommonNONE
46090E103QQQINVESCO QQQ TR$401,7760.05%654CommonNONE
654106103NKENIKE INC$386,5930.05%6,068CommonNONE
210322756LRNZELEVATION SERIES TRUST$377,6840.05%7,925CommonNONE
452308109ITWILLINOIS TOOL WKS INC$369,4500.04%1,500CommonNONE
78463V107GLDSPDR GOLD TR$366,1920.04%924CommonNONE
336917109FDLFIRST TR EXCHANGE-TRADED FD$356,0510.04%8,030CommonNONE
922908751VBVANGUARD INDEX FDS$354,9390.04%1,376CommonNONE
464287200IVVISHARES TR$349,3390.04%510CommonNONE
12811T795CPSDCALAMOS ETF TR$338,9770.04%13,025CommonNONE
17275R102CSCOCISCO SYS INC$321,3700.04%4,172CommonNONE
254687106DISDISNEY WALT CO$320,4550.04%2,817CommonNONE
922908769VTIVANGUARD INDEX FDS$301,0630.04%898CommonNONE
717081103PFEPFIZER INC$291,2810.03%11,698CommonNONE
12811T829CPSOCALAMOS ETF TR$290,6720.03%10,740CommonNONE
12811T118CPROCALAMOS ETF TR$271,7640.03%10,080CommonNONE
89834G760CLSETRUST FOR PROFESSIONAL MANAG$269,7480.03%9,870CommonNONE
458140100INTCINTEL CORP$267,0210.03%7,236CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$266,1280.03%4,859CommonNONE
032108664HACKAMPLIFY ETF TR$252,7640.03%3,145CommonNONE
097023105BABOEING CO$251,0450.03%1,156CommonNONE
92864M830VOLATILITY SHS TR$249,6050.03%39,123CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$249,1130.03%841CommonNONE
33939L886RAVIFLEXSHARES TR$247,5910.03%3,285CommonNONE
20825C104COPCONOCOPHILLIPS$246,1010.03%2,629CommonNONE
78464A870XBISPDR SERIES TRUST$244,6780.03%2,007CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$243,3610.03%839CommonNONE
931142103WMTWALMART INC$236,3010.03%2,121CommonNONE
704326107PAYXPAYCHEX INC$235,5780.03%2,100CommonNONE
33740F573YMARFIRST TR EXCHNG TRADED FD VI$229,6560.03%8,500CommonNONE
65339F101NEENEXTERA ENERGY INC$229,4410.03%2,858CommonNONE
47103U753JBBBJANUS DETROIT STR TR$222,7590.03%4,670CommonNONE
191216100KOCOCA COLA CO$221,3360.03%3,166CommonNONE
G65163100JOBYJOBY AVIATION INC$217,2860.03%16,461CommonNONE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$216,5040.03%9,700CommonNONE
33740F722FJUNFIRST TR EXCHNG TRADED FD VI$207,1280.02%3,630CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$203,0810.02%1,415CommonNONE
72201R833MINTPIMCO ETF TR$200,6800.02%2,000CommonNONE
53656G191XXRPLISTED FDS TR$191,1820.02%20,040CommonNONE
38747R801CONLGRANITESHARES ETF TR$166,5710.02%11,370CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.