BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

SLT Holdings LLC

· CIK 0002052222
13F Portfolio $160M AUM 150 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 150 New
Page 5 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AXP AMERICAN EXPRESS CO Financial Services 1,474.0 $499K 0.31% NEW $338.25 +0.1%
82 BLZE BACKBLAZE INC Technology 30,000.0 $476K 0.30% NEW $15.86 +21.1%
83 HIVE HIVE DIGITAL TECHNOLOGIES LT Financial Services 127,000.0 $462K 0.29% NEW $3.64 -23.6%
84 GOOGL ALPHABET INC Communication Services 1,292.0 $462K 0.29% NEW $357.25 -3.7%
85 ZS ZSCALER INC Technology 3,245.0 $458K 0.29% NEW $141.15 +31.6%
86 TFC TRUIST FINL CORP Financial Services 9,000.0 $448K 0.28% NEW $49.82 +5.2%
87 WMT WALMART INC Consumer Defensive 3,932.0 $445K 0.28% NEW $113.26 +1.7%
88 FVD FIRST TR EXCHANGE-TRADED FD 9,238.0 $445K 0.28% NEW $48.18 +5.0%
89 ETHU VOLATILITY SHS TR 35,000.0 $399K 0.25% NEW $11.41 +42.5%
90 PL PLANET LABS PBC Industrials 11,998.0 $397K 0.25% NEW $33.13 -29.5%
91 USAR USA RARE EARTH INC Basic Materials 18,350.0 $396K 0.25% NEW $21.58 -14.2%
92 MRK MERCK & CO INC Healthcare 2,987.0 $384K 0.24% NEW $128.50 +5.2%
93 LWLG LIGHTWAVE LOGIC INC Basic Materials 40,000.0 $378K 0.24% NEW $9.46 -29.8%
94 ALAB ASTERA LABS INC Technology 750.0 $362K 0.23% NEW $483.02 -37.2%
95 RBRK RUBRIK INC. Technology 4,400.0 $353K 0.22% NEW $80.28 +25.2%
96 GAMESTOP CORP 15,913.0 $351K 0.22% NEW $22.08
97 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 27,295.0 $348K 0.22% NEW $12.76 +20.8%
98 SLV ISHARES SILVER TR Financial Services 6,500.0 $348K 0.22% NEW $53.47 +7.4%
99 PWR QUANTA SVCS INC Industrials 474.0 $341K 0.21% NEW $720.04 -3.3%
100 SGRY CALL SURGERY PARTNERS INC Healthcare 20,000.0 $336K 0.21% NEW $16.80 -15.2%
Page 5 of 8  ·  150 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 53.0%
Financial Services 15.4%
Consumer Cyclical 6.9%
Industrials 5.4%
Healthcare 5.1%
Communication Services 4.4%
Basic Materials 3.2%
Utilities 2.7%
Consumer Defensive 2.4%
Energy 1.5%