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Sloy Dahl & Holst, LLC
RIA/Wealth
Sloy Dahl & Holst, LLC is a RIA/Wealth based in Vancouver, WA led by Ronald Joseph Sloy, reporting $1.7B in AUM as of Q3 2025 with 57% Consumer Cyclical concentration, 85% concentrated in top 10 holdings, and 56% allocation to TSLA.
PresidentRonald Joseph Sloy
- Portfolio Value
- $941.6M
- Positions
- 112
- Top Holding
- TSLA at 55.62%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Sloy Dahl & Holst, LLC's portfolio (85.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Auto - Manufacturers Consumer Cyclical | $523.7M | 55.62% | +$995.3K Bought | 0.04% 1.2M shares | |
Consumer Electronics Technology | $47.2M | 5.02% | -$2.0M Sold | 0.00% 185.5K shares | |
Semiconductors Technology | $41.6M | 4.41% | +$75.8K Bought | 0.00% 222.8K shares | |
Software - Application Technology | $36.7M | 3.90% | +$857.9K Bought | 0.04% 108.8K shares | |
Unknown Unknown | $34.2M | 3.63% | +$950.4K Bought | — 674.7K shares | |
Unknown Unknown | $30.5M | 3.24% | +$321.4K Bought | — 777.7K shares | |
Unknown Unknown | $30.0M | 3.18% | +$450.6K Bought | — 1.4M shares | |
Software - Infrastructure Technology | $27.1M | 2.88% | -$230.0K Sold | 0.01% 148.5K shares | |
Software - Infrastructure Technology | $21.0M | 2.23% | +$13.2M Bought | 0.00% 40.5K shares | |
Unknown Unknown | $12.1M | 1.28% | -$62.9K Sold | — 134.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Sloy Dahl & Holst, LLC's latest filing
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Analytics
Portfolio insights and performance metrics for Sloy Dahl & Holst, LLC
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