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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 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BTI BRITISH AMERN TOB PLC Consumer Defensive 7,894.0 $462K 0.11% -90.0 -1.1% $58.47 +5.3%
42 KLAC KLA CORP Technology 300.0 $442K 0.11% -8.0 -2.6% $1472.41 -83.6%
43 ORCL ORACLE CORP Technology 2,625.0 $386K 0.09% -1K -28.2% $147.13 +7.4%
44 PLTR PALANTIR TECHNOLOGIES INC Technology 2,604.0 $381K 0.09% -198.0 -7.1% $146.28 -21.9%
45 PFE PFIZER INC Healthcare 13,475.0 $378K 0.09% -608.0 -4.3% $28.08 -14.0%
46 CVS CVS HEALTH CORP Healthcare 5,170.0 $371K 0.09% -646.0 -11.1% $71.82 +40.7%
47 TRV TRAVELERS COMPANIES INC Financial Services 1,238.0 $361K 0.09% -16.0 -1.3% $291.68 +10.6%
48 COF CAPITAL ONE FINL CORP Financial Services 1,974.0 $360K 0.09% -93.0 -4.5% $182.43 +10.8%
49 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 16,182.0 $351K 0.08% -466.0 -2.8% $21.66 +11.2%
50 RTX RTX CORPORATION Industrials 1,809.0 $349K 0.08% -17.0 -0.9% $192.95 -3.8%
51 WDC WESTERN DIGITAL CORP Technology 1,266.0 $342K 0.08% -54.0 -4.1% $270.49 +138.9%
52 CSX CSX CORP Industrials 7,634.0 $313K 0.07% -1K -13.9% $41.05 +12.9%
53 MFG MIZUHO FINANCIAL GROUP INC Financial Services 39,235.0 $312K 0.07% -2K -4.1% $7.94 +20.8%
54 AOM ISHARES TR 6,419.0 $304K 0.07% -3K -28.1% $47.37 +4.9%
55 AMD ADVANCED MICRO DEVICES INC Technology 1,490.0 $303K 0.07% -13.0 -0.9% $203.43 +155.9%
56 SAN BANCO SANTANDER SA Financial Services 26,448.0 $298K 0.07% -2K -5.9% $11.28 +18.5%
57 HSBC HSBC HLDGS PLC Financial Services 3,581.0 $295K 0.07% -271.0 -7.0% $82.49 +14.2%
58 GEV GE VERNOVA INC Utilities 336.0 $293K 0.07% -6.0 -1.8% $872.90 +22.3%
59 COP CONOCOPHILLIPS Energy 2,139.0 $282K 0.07% -73.0 -3.3% $131.99 -19.3%
60 BCS BARCLAYS PLC Financial Services 13,332.0 $282K 0.07% -564.0 -4.1% $21.16 +25.8%
Page 3 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%