Top 50 Slagle Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 5.35% | 92.9K | $16.2M | +3.92%(+3.50K) | $77.60(+151.08%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.75% | 56.6K | $14.4M | +3.27%(+1.79K) | $180.53(+70.96%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 4.24% | 167.6K | $12.8M | +2.25%(+3.68K) | $66.37(+32.09%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 2.59% | 46.2K | $7.8M | -1.27%(-593) | $109.38(+25.33%) | 2026-03-31 | |
| KO | COCA COLA CO | 2.41% | 96.1K | $7.3M | +2.49%(+2.33K) | $61.70(+36.36%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.33% | 19.1K | $7.1M | +5.96%(+1.07K) | $355.17(+9.95%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.33% | 24.0K | $7.1M | +3.22%(+749) | $171.96(+94.50%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 2.18% | 31.9K | $6.6M | +0.38%(+120) | $156.57(+8.06%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.14% | 20.9K | $6.5M | +6.54%(+1.28K) | $222.38(+62.09%) | 2026-03-31 | |
| PEP | PEPSICO INC | 2.13% | 41.4K | $6.4M | +5.41%(+2.12K) | $167.92(-14.11%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.39% | +57.68% |
| Top 20 Holdings Unweighted | +16.48% | +58.05% |
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