SEC 13F Intelligence

Managers / Q1 2026

Sloy Dahl & Holst, LLC

CIK 0001690295 · 1220 MAIN STREET, SUITE 400, VANCOUVER, WA, 98660 · 5032489800

Reported Value
$728M
Q1 2026
Positions
112
Filings on Record
26
2019–present window
Filed
May 14, 2026
original filing

Summary

Sloy Dahl & Holst, Llc reported $728M in U.S.-listed holdings across 112 positions for Q1 2026.

The portfolio is heavily concentrated: TSLA alone accounts for 51.9% of reported value.

Compared with Q4 2025, the fund opened 3 new positions and exited 6.

Reported Value by Quarter

13F Reported Value
Q4 ’19: $107MQ4 ’19Q1 ’20: $131MQ2 ’20: $211MQ3 ’20: $263MQ4 ’20: $209MQ4 ’20Q1 ’21: $699MQ2 ’21: $744MQ3 ’21: $470MQ4 ’21: $470MQ4 ’21Q1 ’22: $603MQ2 ’22: $419MQ3 ’22: $474MQ4 ’22: $286.4BQ4 ’22Q1 ’23: $443MQ2 ’23: $547MQ3 ’23: $460MQ4 ’23: $487MQ4 ’23Q1 ’24: $424MQ2 ’24: $476MQ3 ’24: $586MQ4 ’24: $789MQ4 ’24Q1 ’25: $572MQ2 ’25: $720MQ3 ’25: $944MQ4 ’25: $833MQ4 ’25Q1 ’26: $728Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$728M112May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$833M115Feb 4, 202613F-HRchanges · EDGAR ↗
Q3 2025$944M116Oct 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$720M111Jul 30, 202513F-HRchanges · EDGAR ↗
Q1 2025$572M109May 12, 202513F-HRchanges · EDGAR ↗
Q4 2024$789M109Jan 27, 202513F-HRchanges · EDGAR ↗
Q3 2024$586M103Oct 17, 202413F-HRchanges · EDGAR ↗
Q2 2024$476M90Jul 22, 202413F-HRchanges · EDGAR ↗
Q1 2024$424M86Apr 19, 202413F-HRchanges · EDGAR ↗
Q4 2023$487M89Jan 30, 202413F-HRchanges · EDGAR ↗
Q3 2023$460M80Nov 2, 202313F-HRchanges · EDGAR ↗
Q2 2023$547M76Jul 19, 202313F-HRchanges · EDGAR ↗
Q1 2023$443M68Apr 24, 202313F-HRchanges · EDGAR ↗
Q4 2022$286.4B67Jan 30, 202313F-HRchanges · EDGAR ↗
Q3 2022$474M74Oct 19, 202213F-HRchanges · EDGAR ↗
Q2 2022$419M75Aug 2, 202213F-HRchanges · EDGAR ↗
Q1 2022$603M77May 10, 202213F-HRchanges · EDGAR ↗
Q4 2021$470M90Feb 9, 202213F-HRchanges · EDGAR ↗
Q3 2021$470M91Nov 3, 202113F-HRchanges · EDGAR ↗
Q2 2021$744M63Aug 11, 202113F-HRchanges · EDGAR ↗
Q1 2021$699M63May 12, 202113F-HRchanges · EDGAR ↗
Q4 2020$209M50Feb 8, 202113F-HRchanges · EDGAR ↗
Q3 2020$263M37Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$211M39Aug 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$131M36May 12, 202013F-HRchanges · EDGAR ↗
Q4 2019$107M46Jan 21, 202013F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.