Slagle Financial, LLC

SEC CIK
0001984918

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Jul 29, 2026.SEC

Positions
127
+6 vs. Q1 2026
Total value
$333.85M
+$31.14M (+10.3%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

Slagle Financial, LLC holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
NVDANVIDIA CORPORATION COMStock94,009$18.81M5.63%+1,114+1.2%AddedView
AAPLAPPLE INC COMStock59,079$17.1M5.12%+2,481+4.4%AddedView
STATE STREET SPDR PORTFOLIO S&P 500 ETF78464A854ETF163,506$14.37M4.30%−4,105−2.4%Reduced–
MSFTMICROSOFT CORP COMStock26,801$10M2.99%+7,730+40.5%AddedView
KOCOCA COLA CO COMStock98,276$7.99M2.39%+2,180+2.3%AddedView
ISHARES CORE S&P MID-CAP ETF464287507ETF88,750$6.84M2.05%−1,920−2.1%Reduced–
LOWLOWES COS INC COMStock30,783$6.79M2.03%+30,783NewView
CSCOCISCO SYS INC COMStock55,469$6.52M1.95%−13,768−19.9%ReducedView
AVGOBROADCOM INC COMStock17,221$6.51M1.95%−3,692−17.7%ReducedView
JPMJPMORGAN CHASE & CO COMStock19,833$6.49M1.94%−4,149−17.3%ReducedView
DELLDELL TECHNOLOGIES INC CL CStock14,677$6.33M1.90%−6,769−31.6%ReducedView
PGPROCTER & GAMBLE CO COMStock42,223$6.19M1.85%+39,177+1,286.2%AddedView
TJXTJX COS INC NEW COMStock38,589$5.85M1.75%+38,589NewView
PMPHILIP MORRIS INTL INC COMStock30,882$5.59M1.67%+8,401+37.4%AddedView
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND72201R775ETF59,299$5.47M1.64%+10,953+22.7%Added–
KHCKRAFT HEINZ CO COMStock225,000$5.31M1.59%+225,000NewView
DUKDUKE ENERGY CORP NEW COM NEWStock40,352$5.11M1.53%+38,759+2,433.1%AddedView
MOALTRIA GROUP INC COMStock68,322$4.92M1.47%−21,407−23.9%ReducedView
ORIOLD REP INTL CORPCOM119,704$4.9M1.47%+119,704NewView
AMERICAN CENTY ETF TR025072810FOCUSED DYNAMIC36,280$4.83M1.45%+8,465+30.4%Added–
BACBANK OF AMER CORP COMStock83,540$4.76M1.43%+3,162+3.9%AddedView
PEPPEPSICO INC COMStock34,850$4.72M1.41%−6,588−15.9%ReducedView
J P MORGAN EXCHANGE TRADED F46641Q332EQUITY PREMIUM81,443$4.6M1.38%+11,909+17.1%Added–
USBUS BANCORPCOM NEW75,291$4.55M1.36%+2,183+3.0%AddedView
BBYBEST BUY INC COMStock59,759$4.53M1.36%+59,759NewView
MCDMCDONALDS CORP COMStock16,201$4.38M1.31%+16,201NewView
CCITIGROUP INC COM NEWStock30,631$4.29M1.28%+2,080+7.3%AddedView
PRUPRUDENTIAL FINL INC COMStock38,970$4.21M1.26%+38,970NewView
MTNVAIL RESORTS INCCOM30,796$4.19M1.26%+30,796NewView
EIXEDISON INTL COMStock54,985$4.09M1.23%+2,093+4.0%AddedView
JNJJOHNSON & JOHNSON COMStock16,066$4.08M1.22%+1,022+6.8%AddedView
SBUXSTARBUCKS CORP COMStock39,460$4.03M1.21%+39,460NewView
EXCEXELON CORP COMStock86,163$4.02M1.20%+86,163NewView
FIDELITY HIGH DIVIDEND ETF316092840ETF66,478$4.01M1.20%+4,987+8.1%Added–
NLYANNALY CAPITAL MANAGEMENT INC COM NEWREIT177,415$3.97M1.19%+9,442+5.6%AddedView
TFCTRUIST FINL CORPCOM78,297$3.9M1.17%+78,297NewView
NEENEXTERA ENERGY INC COMStock42,860$3.76M1.13%+1,235+3.0%AddedView
OREALTY INCOME CORP COMREIT60,436$3.74M1.12%+2,453+4.2%AddedView
AMTAMERICAN TOWER CORP COMREIT22,744$3.72M1.11%+22,744NewView
WFCWELLS FARGO & CO COMStock44,044$3.64M1.09%−12,128−21.6%ReducedView
SPGSIMON PPTY GROUP INC NEW COMREIT15,690$3.51M1.05%+663+4.4%AddedView
ESEVERSOURCE ENERGY COMStock47,641$3.44M1.03%+47,641NewView
PIMCO ETF TR72201R585MULTISECTOR BD124,463$3.3M0.99%+17,709+16.6%Added–
AMGNAMGEN INC COMStock9,098$3.29M0.99%+464+5.4%AddedView
PLDPROLOGIS INC. COMREIT24,082$3.26M0.98%+1,078+4.7%AddedView
FFORD MTR CO COMStock233,701$3.25M0.97%+233,701NewView
AEPAMERICAN ELEC PWR CO INC COMStock23,546$3.22M0.96%+23,546NewView
GOOGLALPHABET INC CAP STK CL AStock8,918$3.19M0.95%+983+12.4%AddedView
NKENIKE INC CL BStock76,927$3.16M0.95%+76,927NewView
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF46654Q203ETF47,251$2.9M0.87%+7,877+20.0%Added–
HPQHP INC COMStock131,715$2.89M0.87%+131,715NewView
ACNACCENTURE PLC IRELAND SHS CLASS AStock23,203$2.89M0.86%+23,203NewView
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF78464A508ETF46,418$2.82M0.85%+1,336+3.0%Added–
ISHARES CORE MSCI EAFE ETF46432F842ETF29,153$2.82M0.84%+1,405+5.1%Added–
OHIOMEGA HEALTHCARE INVS INCCOM57,297$2.73M0.82%+2,360+4.3%AddedView
AMERICAN CENTY ETF TR025072604AVANTIS EMGMKT27,844$2.69M0.80%+4,346+18.5%Added–
AESAES CORP COMStock182,294$2.67M0.80%−107,896−37.2%ReducedView
SWKSSKYWORKS SOLUTIONS INC COMStock37,899$2.57M0.77%+37,899NewView
VANGUARD S&P 500 ETF922908363ETF3,727$2.56M0.77%−260−6.5%Reduced–
WMTWALMART INC COMStock19,788$2.24M0.67%+910+4.8%AddedView
FIDELITY MERRIMACK STR TR316188309TOTAL BD ETF39,099$1.78M0.53%−218−0.6%Reduced–
FRANKLIN TEMPLETON ETF TR35473P108INTL COR DIV TIL41,467$1.77M0.53%−6,788−14.1%Reduced–
INVESCO QQQ TRUST SERIES I46090E103ETF2,088$1.54M0.46%−7−0.3%Reduced–
ABBVABBVIE INC COMStock5,092$1.28M0.38%00.0%UnchangedView
AMZNAMAZON COM INC COMStock5,237$1.25M0.37%+65+1.3%AddedView
SPDR SERIES TRUST78464A805ST STR PR SP150013,701$1.24M0.37%+8+0.1%Added–
STERLING CAP FDS85917K454CAP HEDGED EQT P43,364$1.08M0.32%−511−1.2%Reduced–
SPDR SERIES TRUST78464A201ST STR SP600GRWO7,758$924.19K0.28%+206+2.7%Added–
AMATAPPLIED MATLS INC COMStock1,262$912.53K0.27%+23+1.9%AddedView
STERLING CAP FDS85917K462CAPITAL MULTI36,150$908.43K0.27%+4,344+13.7%Added–
FRANKLIN TEMPLETON ETF TR35473P553US CORE BOND ETF42,414$907.67K0.27%+1,378+3.4%Added–
SPYSTATE STREET SPDR S&P 500 ETFETF1,125$840.24K0.25%+20+1.8%AddedView
ISHARES TR46428743220 YR TR BD ETF9,327$806.02K0.24%+998+12.0%Added–
AMERICAN CENTY ETF TR025072877US SML CP VALU6,172$770.04K0.23%+18+0.3%Added–
ISHARES CORE S&P 500 ETF464287200ETF1,019$762.85K0.23%−56−5.2%Reduced–
VANGUARD INFORMATION TECHNOLOGY ETF92204A702ETF6,299$752.85K0.23%+5,512+700.4%Added–
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF81369Y803ETF3,625$690.63K0.21%+48+1.3%Added–
CVXCHEVRON CORPORATION COMStock4,068$674.24K0.20%−27,851−87.3%ReducedView
MUMICRON TECHNOLOGY INC COMStock570$657.98K0.20%+570NewView
AMDADVANCED MICRO DEVICES INC COMStock1,128$655.27K0.20%−7−0.6%ReducedView
HDHOME DEPOT INC COMStock1,673$590.14K0.18%−7,351−81.5%ReducedView
VANGUARD MORNINGSTAR GROWTH ETF922908736ETF6,483$558.48K0.17%+5,503+561.5%Added–
TSLATESLA INC COMStock1,232$518.09K0.16%+21+1.7%AddedView
LLYELI LILLY & CO COMStock413$495.32K0.15%−4−1.0%ReducedView
SOSOUTHERN CO COMStock5,098$487.95K0.15%−29,705−85.4%ReducedView
DIASTATE STR SPDR DOW JONES INDUT SER 1822$429.25K0.13%+262+46.8%AddedView
NSCNORFOLK SOUTHN CORP COMStock1,357$427.03K0.13%00.0%UnchangedView
AEEAMEREN CORPCOM3,729$421.53K0.13%−119−3.1%ReducedView
INTCINTEL CORP COMStock2,971$414.83K0.12%+2,971NewView
TAT&T INC COMStock19,880$411.51K0.12%+20.0%AddedView
ISHARES CORE MSCI EMERGING MARKETS ETF46434G103ETF4,966$411.34K0.12%−280−5.3%Reduced–
INVESCO NASDAQ 100 ETF46138G649ETF1,276$386.48K0.12%+73+6.1%Added–
METAMETA PLATFORMS INC CL AStock667$375.77K0.11%+74+12.5%AddedView
IBMINTERNATIONAL BUSINESS MACHS COMStock1,317$370.29K0.11%−14,157−91.5%ReducedView
TIDAL TRUST III45259A845VIST ARTI IN ETF4,282$365.3K0.11%+4,282New–
ISHARES CORE S&P SMALL CAP ETF464287804ETF2,421$359.04K0.11%+4+0.2%Added–
VANGUARD REAL ESTATE ETF922908553ETF3,635$350.5K0.10%+3,635New–
COSTCOSTCO WHOLESALE CORPORATION COMStock357$334.06K0.10%−1−0.3%ReducedView
ABTABBOTT LABORATORIES COMStock3,572$324.12K0.10%−5−0.1%ReducedView
STXSEAGATE TECHNOLOGY HLDNGS PLORD SHS332$320.31K0.10%+332NewView

Sold out since Q1 2026 (21)

Positions held at the end of Q1 2026 that are no longer in this filing.

Slagle Financial, LLC positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
XOMEXXON MOBIL CORPCOM46,220$7.84M2.59%
HSYHERSHEY COCOM28,222$5.87M1.94%
CHRDCHORD ENERGY CORPORATIONCOM NEW34,883$4.96M1.64%
MCHPMICROCHIP TECHNOLOGY INC. COMStock75,278$4.86M1.61%
DVNDEVON ENERGY CORP NEW COMStock90,789$4.57M1.51%
CMECME GROUP INCCOM14,043$4.15M1.37%
EOGEOG RES INC COMStock28,663$4.14M1.37%
AGNCAGNC INVT CORP COMREIT365,966$3.67M1.21%
DDOMINION ENERGY INC COMStock55,786$3.45M1.14%
FANGDIAMONDBACK ENERGY INC COMStock13,408$2.65M0.88%
BXBLACKSTONE INCCOM22,836$2.63M0.87%
TPGTPG INCCOM CL A61,071$2.47M0.82%
CCICROWN CASTLE INC COMREIT30,319$2.47M0.81%
AFGAMERICAN FINL GROUP INC OHIOCOM15,319$1.96M0.65%
UNPUNION PAC CORP COMStock7,876$1.91M0.63%
VNOMVIPER ENERGY INCCL A40,464$1.9M0.63%
CVSCVS HEALTH CORP COMStock22,748$1.63M0.54%
IAUMISHARES GOLD TRUST MICROSHS REPSTG UN TR9,213$430.25K0.14%
ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF464288679ETF3,046$336.25K0.11%
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769ETF878$281.53K0.09%
VZVERIZON COMMUNICATIONS INC COMStock4,689$235.37K0.08%

13F filings by quarter

Slagle Financial, LLC 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Jul 29, 2026127$333.85Mvs. Q1 2026SEC
Q1 2026May 1, 2026121$302.71Mvs. Q4 2025SEC
Q4 2025Jan 26, 2026118$286.36Mvs. Q3 2025SEC
Q3 2025Nov 6, 2025116$272.66Mvs. Q2 2025SEC
Q2 2025Aug 11, 2025113$248.28Mvs. Q1 2025SEC
Q1 2025Apr 30, 202599$225.21Mvs. Q4 2024SEC
Q4 2024Feb 12, 2025106$222.13Mvs. Q3 2024SEC
Q3 2024Oct 31, 2024115$225.31Mvs. Q2 2024SEC
Q2 2024Jul 24, 2024107$195Mvs. Q1 2024SEC
Q1 2024May 16, 2024114$184.31Mvs. Q4 2023SEC
Q4 2023Mar 5, 2024113$174.56Mvs. Q3 2023SEC
Q3 2023Nov 14, 2023118$163.13Mvs. Q2 2023SEC
Q2 2023Aug 14, 2023118$160.68M–SEC