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SLAGLE FINANCIAL, LLC 13F portfolio summary

SLAGLE FINANCIAL, LLC of SLAGLE FINANCIAL, LLC has 127 current stock holdings with a reported portfolio value of $333.8M. The portfolio 1 year return is +20.26%. Top holdings include NVDA (5.63%), AAPL (5.12%), MSFT (2.99%), KO (2.39%), IJH (2.05%).

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SLAGLE FINANCIAL, LLC

SLAGLE FINANCIAL, LLC
Latest filing: 2026-06-30

SLAGLE FINANCIAL, LLC runs SLAGLE FINANCIAL, LLC and currently holds 127 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $333.85M. Their top holdings are NVDA, AAPL, MSFT, KO, IJH. The top five represent 18.2% of reported portfolio weight. SLAGLE FINANCIAL, LLC ranks #627 out of 1000 investors tracked by Alpha Score. In the most recent quarter, SLAGLE FINANCIAL, LLC initiated 24 new positions. They added to 49 existing positions. They trimmed 25 positions. Their current best-performing preview position is AMD with returns of +185.56%.

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Top 5 Holdings
NVDA5.6%
AAPL5.1%
MSFT3.0%
KO2.4%
IJH2.0%
Top 5: 18.2%
Portfolio Returns
1 Year
+20.26%
#661/1000
3 Year
+64.25%
#580/1000
5 Year
+64.25%
#613/1000

Portfolio Value

$333.85M

Alpha Score

49.9

#627 of 1000

Holdings

127

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127 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
NVDA
NVIDIA CORPORATION
5.63%$84.76$214.76+153.37%
Added
+1.20%
AAPL
APPLE INC
5.12%$202.86$309.35+52.49%
Added
+4.38%
MSFT
MICROSOFT CORP
2.99%$372.40$483.24+29.76%
Added
+40.53%
KO
COCA COLA CO
2.39%$62.19$91.11+46.50%
Added
+2.27%
IJH
ISHARES TR
2.05%$62.47$76.75+22.86%
Trimmed
-2.12%
LOW
LOWES COS INC
2.03%$220.49$216.08-2.00%
New Buy
CSCO
CISCO SYS INC
1.95%$54.89$111.04+102.30%
Trimmed
-19.89%
AVGO
BROADCOM INC
1.95%$215.68$368.45+70.83%
Trimmed
-17.65%
JPM
JPMORGAN CHASE & CO
1.94%$181.16$351.64+94.10%
Trimmed
-17.30%
DELL
DELL TECHNOLOGIES INC
1.90%$137.36$441.74+221.59%
Trimmed
-31.56%

Showing 1-10 of 127