Slagle Financial, LLC
•CIK: 1984918•Filing: Q4 2025
**Slagle Financial, LLC** manages $286M across a diversified portfolio of 118 positions. The fund exhibits significant concentration in technology and established mega-cap names, with top holdings including NVDA at $16.7M and AAPL at $14.9M. Further allocations are notable in the semiconductor space (SPYM at $13.2M, AVGO at $6.8M) and financial/consumer staples (JPM at $7.5M, KO at $6.6M). This positioning suggests a tactical, growth-oriented mandate favoring market leaders.
Total AUM
$286.4M
QoQ Performance
+5.0%
Positions
97
Top 10 Concentration
31.9%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
AAPL
NVDA5.8%
AAPL5.2%
SPYM4.6%
MSFT3.0%
JPM2.6%
AVGO2.4%
KO2.3%
IJH2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other45.9%
Technology21.0%
Financial7.7%
Consumer Staples6.0%
Healthcare4.2%
Utilities3.2%
Real Estate3.0%
Energy3.0%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW9 new positions
↑75 increased
↓34 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023