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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 2 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ABT ABBOTT LABORATORIES Healthcare 14,155.0 $1.5M 0.35% -379.0 -2.6% $102.67 -10.6%
22 ABBV ABBVIE INC Healthcare 6,486.0 $1.4M 0.34% -88.0 -1.3% $217.49 +7.8%
23 IBM INTERNATIONAL BUSINESS MACHS Technology 4,207.0 $1.0M 0.24% -450.0 -9.7% $242.40 +8.3%
24 LDUR PIMCO ETF TR 10,220.0 $979K 0.24% -693.0 -6.3% $95.82 -0.4%
25 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 923.0 $920K 0.22% -54.0 -5.5% $996.43 -3.8%
26 NFLX NETFLIX INC. Communication Services 9,478.0 $911K 0.22% -1K -12.0% $96.15 -24.8%
27 HD HOME DEPOT INC Consumer Cyclical 2,698.0 $887K 0.21% -272.0 -9.2% $328.83 +2.5%
28 C CITIGROUP INC Financial Services 7,674.0 $870K 0.21% -172.0 -2.2% $113.41 +27.4%
29 LLY ELI LILLY & CO Healthcare 931.0 $856K 0.21% -20.0 -2.1% $919.77 +20.9%
30 MA MASTERCARD INCORPORATED Financial Services 1,649.0 $824K 0.20% -109.0 -6.2% $499.66 -1.4%
31 GS GOLDMAN SACHS GROUP INC Financial Services 893.0 $755K 0.18% -22.0 -2.4% $845.99 +27.8%
32 EMR EMERSON ELEC CO Industrials 5,147.0 $674K 0.16% -300.0 -5.5% $131.01 +9.5%
33 BAC BANK AMERICA CORP Financial Services 12,979.0 $633K 0.15% -374.0 -2.8% $48.75 +18.0%
34 GE GE AEROSPACE Industrials 2,191.0 $622K 0.15% -218.0 -9.1% $283.77 +29.0%
35 DFSE DIMENSIONAL ETF TRUST 13,384.0 $567K 0.14% -322.0 -2.4% $42.37 +14.3%
36 UNH UNITEDHEALTH GROUP INC Healthcare 2,082.0 $563K 0.14% -399.0 -16.1% $270.65 +49.2%
37 AMAT APPLIED MATLS INC Technology 1,609.0 $550K 0.13% -369.0 -18.7% $341.79 +72.3%
38 SO SOUTHERN CO Utilities 5,681.0 $548K 0.13% -361.0 -6.0% $96.52 -1.9%
39 VZ VERIZON COMMUNICATIONS INC Communication Services 10,616.0 $533K 0.13% -716.0 -6.3% $50.20 -9.1%
40 WSM WILLIAMS SONOMA INC Consumer Cyclical 2,721.0 $496K 0.12% -29.0 -1.1% $182.33 +30.8%
Page 2 of 4  ·  79 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%