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Portfolio (Quarterly) Guide ↗

Syverson Strege & Co

· CIK 0001682057
13F Portfolio $416M AUM 169 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 48 Added 79 Reduced 8 Exited
Page 1 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DUHP DIMENSIONAL ETF TRUST 455,686.0 $16.8M 4.03% +13K +2.9% $36.76 +10.6%
2 DFAS DIMENSIONAL ETF TRUST 180,686.0 $12.9M 3.09% +5K +2.8% $71.13 +12.1%
3 J P MORGAN EXCHANGE TRADED F 185,965.0 $9.4M 2.27% +11K +6.0% $50.61
4 NVDA NVIDIA CORPORATION Technology 24,560.0 $4.3M 1.03% +2K +9.4% $174.40 +14.7%
5 AAPL APPLE INC Technology 16,612.0 $4.2M 1.01% +497.0 +3.1% $253.78 +16.0%
6 XOM EXXON MOBIL CORP Energy 15,624.0 $2.7M 0.64% +98.0 +0.6% $169.66 -17.6%
7 AMZN AMAZON COM INC Consumer Cyclical 9,187.0 $1.9M 0.46% +552.0 +6.4% $208.27 +12.4%
8 GOOGL ALPHABET INC Communication Services 5,685.0 $1.6M 0.39% +347.0 +6.5% $287.56 +20.4%
9 GOOG ALPHABET INC Communication Services 5,486.0 $1.6M 0.38% +1K +23.4% $286.86 +20.6%
10 AVGO BROADCOM INC Technology 3,807.0 $1.2M 0.28% +41.0 +1.1% $309.51 +22.8%
11 CVX CHEVRON CORPORATION Energy 4,743.0 $981K 0.24% +1K +27.4% $206.92 -14.9%
12 MU MICRON TECHNOLOGY INC Technology 2,492.0 $842K 0.20% +338.0 +15.7% $337.84 +211.3%
13 MUNI PIMCO ETF TR 15,051.0 $785K 0.19% +134.0 +0.9% $52.19 +0.5%
14 HYMB SPDR SERIES TRUST 27,448.0 $681K 0.16% +698.0 +2.6% $24.80 +2.1%
15 CAT CATERPILLAR INC Industrials 925.0 $656K 0.16% +84.0 +10.0% $708.74 +38.9%
16 INTC INTEL CORP Technology 13,340.0 $589K 0.14% +869.0 +7.0% $44.13 +199.8%
17 LRCX LAM RESEARCH CORP Technology 2,661.0 $569K 0.14% +604.0 +29.4% $213.66 +73.8%
18 MRK MERCK & CO INC Healthcare 4,618.0 $556K 0.13% +476.0 +11.5% $120.30 -0.6%
19 MCK MCKESSON CORP Healthcare 634.0 $549K 0.13% +20.0 +3.3% $865.36 -11.7%
20 TJX TJX COS INC NEW Consumer Cyclical 3,435.0 $549K 0.13% +99.0 +3.0% $159.70 +2.9%
Page 1 of 3  ·  48 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.6%
Financial Services 16.7%
Healthcare 12.8%
Communication Services 10.5%
Consumer Defensive 8.6%
Energy 7.6%
Consumer Cyclical 7.0%
Industrials 4.6%
Utilities 2.6%
Basic Materials 1.8%