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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SAP	SAP SE	Technology	1,067	$259K	0.06%	SOLD
2	ELV	ELEVANCE HEALTH INC FORMERLY	Healthcare	734	$257K	0.06%	SOLD
3	INTU	INTUIT	Technology	384	$254K	0.06%	SOLD
4	APP	APPLOVIN CORP	Technology	343	$231K	0.06%	SOLD
5	NOW	SERVICENOW INC	Technology	1,460	$224K	0.05%	SOLD
6	DIS	DISNEY WALT CO	Communication Services	1,908	$217K	0.05%	SOLD
7	BKNG	BOOKING HOLDINGS INC	Consumer Cyclical	39	$209K	0.05%	SOLD
8	CI	THE CIGNA GROUP	Healthcare	750	$206K	0.05%	SOLD

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%