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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 3 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JBL JABIL INC Technology 1,038.0 $276K 0.07% +53.0 +5.4% $265.63 +44.7%
42 NEM NEWMONT CORP Basic Materials 2,539.0 $275K 0.07% +97.0 +4.0% $108.25 -12.5%
43 GWW WW GRAINGER INC Industrials 246.0 $268K 0.07% +23.0 +10.3% $1090.81 +23.1%
44 YUM YUM BRANDS INC Consumer Cyclical 1,704.0 $265K 0.06% +116.0 +7.3% $155.48 -2.2%
45 PDI PIMCO DYNAMIC INCOME FD Financial Services 13,881.0 $238K 0.06% +444.0 +3.3% $17.11 -5.2%
46 SYF SYNCHRONY FINANCIAL Financial Services 3,061.0 $208K 0.05% +53.0 +1.8% $68.02 +12.0%
47 NRG NRG ENERGY INC Utilities 1,406.0 $205K 0.05% +56.0 +4.2% $146.14 -4.1%
48 VTRS VIATRIS INC Healthcare 13,011.0 $176K 0.04% +1K +13.0% $13.51 +18.2%
Page 3 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%