Chad Tobin

Slagle Financial, Llc

Assets Managed

$302.711M

Holdings

121

Last Quarter

2026 - Q1

Filed Date

2mo 22d ago

Growth Rate

5.71%(2Q avg: 5.37%)

Sustained Growth

5 quarters

Portfolio positions

This chart displays the top 10 holdings in Slagle Financial, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 121 positions.

Assets under management

The assets under management (AUM) of Slagle Financial, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 302.711M in assets, with a quarterly growth rate of 5.71% and a 2-quarter average growth rate of 5.37%. The portfolio is managed by Chad Tobin, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
NVDA Nvidia Corp Recent Activity Increased 3.92%	5.36%	$16.201M 92,895 shares@ $174.4 avg price	Increased 3.92%
AAPL Apple Inc Recent Activity Increased 3.27%	4.75%	$14.364M 56,598 shares@ $253.79 avg price	Increased 3.27%
SPLG Spdr Portfolio S&p 500 Etf Recent Activity Increased 2.25%	4.24%	$12.829M 167,611 shares@ $76.55 avg price	Increased 2.25%
XOM Exxon Mobil Corp Recent Activity Decreased -1.26%	2.6%	$7.842M 46,220 shares@ $169.67 avg price	Decreased -1.26%
KO Coca-cola Co The Recent Activity Increased 2.49%	2.42%	$7.308M 96,096 shares@ $76.05 avg price	Increased 2.49%
MSFT Microsoft Corp Recent Activity Increased 5.97%	2.34%	$7.06M 19,071 shares@ $370.18 avg price	Increased 5.97%
JPM Jpmorgan Chase & Co Recent Activity Increased 3.23%	2.34%	$7.055M 23,982 shares@ $294.16 avg price	Increased 3.23%
CVX Chevron Corp Recent Activity Increased 0.38%	2.19%	$6.604M 31,919 shares@ $206.9 avg price	Increased 0.38%
AVGO Broadcom Inc Recent Activity Increased 6.55%	2.14%	$6.473M 20,913 shares@ $309.52 avg price	Increased 6.55%
PEP Pepsico Inc Recent Activity Increased 5.41%	2.13%	$6.435M 41,438 shares@ $155.3 avg price	Increased 5.41%

1-10 of 121