Slagle Financial, LLC

Q2 2026 13F-HR Holdings

Location
Edwardsville, IL
Holdings as of
6/30/2026
Date filed
7/29/2026
Form type
13F-HR
Num holdings
127
Total value ($000)
$333,849
Net value change ($000)
+31,138 (10.3%)
New positions
27
Sold out positions
21
Turnover %
42.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/1/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
LOW 6,787 NEW
TJX 5,846 NEW
PG 5,752 1307.3%
KHC 5,314 NEW
DUK 4,899 2344.0%
ORI 4,898 NEW
BBY 4,535 NEW
MCD 4,379 NEW
PRU 4,206 NEW
MTN 4,193 NEW
Top Reduces (Value $000, Stocks/ETFs)
XOM -7,842 -100.0%
CVX -5,930 -89.8%
HSY -5,867 -100.0%
CHRD -4,960 -100.0%
MCHP -4,864 -100.0%
DVN -4,568 -100.0%
CME -4,148 -100.0%
EOG -4,144 -100.0%
V -4,128 -94.2%
LMT -4,109 -94.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type