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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 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IBM INTERNATIONAL BUSINESS MACHS Technology 4,207.0 $1.0M 0.24% -450.0 -9.7% $242.40 +8.1%
42 CVX CHEVRON CORPORATION Energy 4,743.0 $981K 0.24% +1K +27.4% $206.92 -17.0%
43 WFC WELLS FARGO & CO Financial Services 12,326.0 $981K 0.24% $79.61 +5.3%
44 LDUR PIMCO ETF TR 10,220.0 $979K 0.24% -693.0 -6.3% $95.82 -0.4%
45 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 923.0 $920K 0.22% -54.0 -5.5% $996.43 -3.7%
46 NFLX NETFLIX INC. Communication Services 9,478.0 $911K 0.22% -1K -12.0% $96.15 -25.2%
47 IWB ISHARES TR 2,529.0 $902K 0.22% $356.56 +12.4%
48 HD HOME DEPOT INC Consumer Cyclical 2,698.0 $887K 0.21% -272.0 -9.2% $328.83 +3.2%
49 C CITIGROUP INC Financial Services 7,674.0 $870K 0.21% -172.0 -2.2% $113.41 +26.4%
50 LLY ELI LILLY & CO Healthcare 931.0 $856K 0.21% -20.0 -2.1% $919.77 +20.0%
51 MU MICRON TECHNOLOGY INC Technology 2,492.0 $842K 0.20% +338.0 +15.7% $337.84 +201.5%
52 VXF VANGUARD INDEX FDS 4,079.0 $839K 0.20% $205.80 +16.1%
53 MA MASTERCARD INCORPORATED Financial Services 1,649.0 $824K 0.20% -109.0 -6.2% $499.66 -1.3%
54 MUNI PIMCO ETF TR 15,051.0 $785K 0.19% +134.0 +0.9% $52.19 +0.6%
55 GS GOLDMAN SACHS GROUP INC Financial Services 893.0 $755K 0.18% -22.0 -2.4% $845.99 +27.2%
56 CSCO CISCO SYS INC Technology 9,065.0 $703K 0.17% $77.59 +54.3%
57 HYMB SPDR SERIES TRUST 27,448.0 $681K 0.16% +698.0 +2.6% $24.80 +2.2%
58 EMR EMERSON ELEC CO Industrials 5,147.0 $674K 0.16% -300.0 -5.5% $131.01 +7.9%
59 CAT CATERPILLAR INC Industrials 925.0 $656K 0.16% +84.0 +10.0% $708.74 +38.3%
60 BAC BANK AMERICA CORP Financial Services 12,979.0 $633K 0.15% -374.0 -2.8% $48.75 +18.0%
Page 3 of 9  ·  169 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%