Fund HoldingsSLT Holdings LLC

Total Portfolio Value
$160.22M
Total Bought
$43.45M
Total Sold
$48.27M
Net Transaction
-$4.82M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SPDR SERIES TRUST
ST STR BLO 1 ETF
076,776+76,77607,0364.39%+7,036
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
076,772+76,77202,8041.75%+2,804
INFLEQTION INC(INFQ)0196,950+196,95002,6231.64%+2,623
D-WAVE QUANTUM INC(QBTS)0186,171+186,17104,4662.79%+4,466
FIRST TR EXCHNG TRADED FD VI
FT VEST NASD ETF
039,218+39,21801,5400.96%+1,540
ASML HLDG NV
N Y REGISTRY SHS
1,9932,030+372,6324,0392.52%+1,406
TIDAL TRUST I050,498+50,49801,3960.87%+1,396
ADVANCED MICRO DEVICES INC(AMD)8,9795,493-3,4861,8273,1911.99%+1,364
NORTHERN LTS FD TR III
COUN QUA EQU ETF
025,809+25,80901,3410.84%+1,341
TIDAL TRUST II
PINN FOCU OP ETF
028,667+28,66701,2850.80%+1,285
SANDISK CORP(SNDK)920800-1205851,8191.14%+1,234
AXON ENTERPRISE INC(AXON)01,812+1,81201,0160.63%+1,016
BROADCOM INC(AVGO)012,644+12,64404,7762.98%+4,776
UNITEDHEALTH GROUP INC(UNH)06,909+6,90902,8721.79%+2,872
BLACKSKY TECHNOLOGY INC(BKSY)12,92544,435+31,5103251,2410.77%+915
NEBIUS GROUP N.V.(NBIS)5,9005,400-5006121,4910.93%+879
IREN LIMITED
ORDINARY SHARES
15,32528,925+13,6005251,3230.83%+797
IONQ INC(IONQ)9,98520,235+10,2502881,0780.67%+790
TECK RESOURCES LTD(TECK)011,825+11,82507030.44%+703
ROBINHOOD MKTS INC(HOOD)012,729+12,72901,2760.80%+1,276
FIRST TR EXCHNG TRADED FD VI
ACTV FCTR LGCP
016,088+16,08806990.44%+699
ELI LILLY & CO(LLY)527965+4384851,1580.72%+673
UNITED RENTALS INC(URI)648987+3394721,1180.70%+646
GLOBAL X FDS
GENOMICS AND BIO
011,000+11,00006250.39%+625
NIO INC(NIO)(Call)0115,000+115,0000582+582
PROSHARES TR
ULTRAPRO QQQ
10,75012,000+1,2504489720.61%+524
XANADU QUANTUM TECHNOLO LTD(XNDU)042,850+42,85005190.32%+519
AMAZON COM INC(AMZN)22,14121,485-6564,6115,1213.20%+509
INTEL CORP(INTC)03,648+3,64805090.32%+509
ALPHABET INC(GOOG)7,7167,641-752,2132,7001.69%+486
BACKBLAZE INC(BLZE)030,000+30,00004760.30%+476
DELL TECHNOLOGIES INC(DELL)1,4001,625+2252307010.44%+471
HIVE DIGITAL TECHNOLOGIES LT0127,000+127,00004620.29%+462
CIPHER DIGITAL INC(CIFR)16,77525,475+8,7002166240.39%+408
USA RARE EARTH INC(USAR)018,350+18,35003960.25%+396
MERCK & CO INC(MRK)02,987+2,98703840.24%+384
TAIWAN SEMICONDUCTOR MANUFAC(TSM)2,6592,684+258991,2820.80%+383
ROCKET LAB CORP(RKLB)16,40614,006-2,4001,0541,4240.89%+370
QUANTUM COMPUTING INC(QUBT)0170,550+170,55001,6541.03%+1,654
ASTERA LABS INC(ALAB)0750+75003620.23%+362
RUBRIK INC.(RBRK)04,400+4,40003530.22%+353
ISHARES SILVER TR(SLV)06,500+6,50003480.22%+348
SURGERY PARTNERS INC(SGRY)(Call)020,000+20,0000336+336
TSS INC DEL026,350+26,35003240.20%+324
DUOLINGO INC(DUOL)02,800+2,80003220.20%+322
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
0325+32503140.20%+314
SPACE EXPLORATION TECHN CORP01,825+1,82503120.19%+312
CEREBRAS SYSTEMS INC01,400+1,40003090.19%+309
PROSHARES TR II08,750+8,75003060.19%+306
LAM RESEARCH CORP(LRCX)0693+69303000.19%+300
ROBO.AI INC.
ORD SHS CL B
067,500+67,50002960.18%+296
SERVICENOW INC(NOW)02,925+2,92502900.18%+290
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
01,050+1,05002860.18%+286
QTREX QUANTUM LTD
SHS
0198,000+198,00002850.18%+285
PROSHARES TR II010,375+10,37502850.18%+285
TESLA INC(TSLA)06,324+6,32402,6601.66%+2,660
PRIMORIS SVCS CORP(PRIM)02,780+2,78002760.17%+276
CATERPILLAR INC(CAT)0255+25502720.17%+272
DIREXION SHARES ETF TRUST
DAI SEM BUL ETF
01,000+1,00002670.17%+267
PHILIP MORRIS INTL INC(PM)5,6176,592+9759291,1930.74%+264
ABBVIE INC(ABBV)4,1224,609+4878961,1600.72%+263
DIREXION SHARES ETF TRUST
DAI GOL BUL ETF
02,250+2,25002630.16%+263
VISTRA CORP(VST)05,075+5,07508050.50%+805
OKLO INC(OKLO)14,27518,175+3,9007089510.59%+243
MONOLITHIC PWR SYS INC(MPWR)0175+17502420.15%+242
GOLDMAN SACHS GROUP INC(GS)1,7031,662-411,4411,6811.05%+240
HORIZON FDS010,947+10,94702270.14%+227
NUSCALE PWR CORP(SMR)021,253+21,25302130.13%+213
APPLOVIN CORP(APP)0970+97005000.31%+500
GE VERNOVA INC(GEV)502542+404386370.40%+199
REDDIT INC(RDDT)05,400+5,40009370.59%+937
APPLIED DIGITAL CORP013,500+13,50005040.31%+504
NEXA RES S A
COM
012,800+12,80001570.10%+157
COREWEAVE INC(CRWV)5,5505,850+3004305820.36%+152
TERRESTRIAL ENERGY INC021,000+21,00001490.09%+149
MORGAN STANLEY(MS)2,8262,784-424655820.36%+117
FREEPORT MCMORAN INC(FCX)7,1988,498+1,3004235340.33%+111
CITIGROUP INC(C)3,5523,652+1004035110.32%+108
CLEVELAND-CLIFFS INC NEW(CLF)011,250+11,25001060.07%+106
PLANET LABS PBC(PL)10,55011,998+1,4482953970.25%+103
PAYPAL HLDGS INC(PYPL)292,250+2,2211970.06%+96
AMERICAN EXPRESS CO(AXP)01,474+1,47404990.31%+499
SCHWAB STRATEGIC TR022,294+22,29406560.41%+656
MP MATERIALS CORP(MP)16,35015,585-7657898730.54%+84
ETF OPPORTUNITIES TRUST
T RE 2X BMNR ETF
0121,000+121,0000810.05%+81
AURORA INNOVATION INC010,000+10,0000680.04%+68
STATE STR SPDR S&P 500 ETF T(SPY)854833-215556220.39%+67
FTAI AVIATION LTD(FTAI)2,3752,37505826430.40%+61
JPMORGAN CHASE & CO(JPM)2,4212,360-617127720.48%+60
SUPER MICRO COMPUTER INC(SMCI)10,40010,100-3002372960.18%+59
QUANTA SVCS INC524474-502883410.21%+54
SHOPIFY INC(SHOP)06,906+6,90607890.49%+789
SCHWAB STRATEGIC TR8,0008,00002482950.18%+47
LITHIUM AMERS CORP NEW(LAC)15,00026,000+11,000591000.06%+41
ATOMERA INC12,50010,000-2,50048870.05%+39
VISA INC(V)0933+93303200.20%+320
DEERE & CO(DE)392402+102212550.16%+34
VERTEX PHARMACEUTICALS INC(VRTX)483503+202162500.16%+34
SCHWAB STRATEGIC TR010,000+10,00002770.17%+277
ALPHABET INC(GOOG)1,5111,292-2194354620.29%+27
Page 1 of 1