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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 5 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PEP PEPSICO INC Consumer Defensive 3,004.0 $466K 0.11% +327.0 +12.2% $155.29 -8.4%
82 KR KROGER CO Consumer Defensive 6,396.0 $463K 0.11% +399.0 +6.7% $72.36 -19.3%
83 BTI BRITISH AMERN TOB PLC Consumer Defensive 7,894.0 $462K 0.11% -90.0 -1.1% $58.47 +4.8%
84 VYM VANGUARD WHITEHALL FDS 3,114.0 $461K 0.11% $148.10 +6.4%
85 GILD GILEAD SCIENCES INC Healthcare 3,208.0 $447K 0.11% +103.0 +3.3% $139.37 -10.1%
86 KLAC KLA CORP Technology 300.0 $442K 0.11% -8.0 -2.6% $1472.41 -84.0%
87 PM PHILIP MORRIS INTL INC Consumer Defensive 2,545.0 $421K 0.10% +104.0 +4.3% $165.34 +7.0%
88 PRF INVESCO EXCHANGE TRADED FD T 8,796.0 $418K 0.10% $47.53 +12.3%
89 GLW CORNING INC Technology 3,063.0 $416K 0.10% +68.0 +2.3% $135.97 +52.5%
90 V VISA INC Financial Services 1,373.0 $415K 0.10% +147.0 +12.0% $302.24 +9.4%
91 BK BANK NEW YORK MELLON CORP Financial Services 3,410.0 $405K 0.10% $118.63 +19.6%
92 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,031.0 $404K 0.10% +32.0 +3.2% $391.76 +147.8%
93 MO ALTRIA GROUP INC Consumer Defensive 5,970.0 $394K 0.10% +636.0 +11.9% $65.99 +8.5%
94 ORCL ORACLE CORP Technology 2,625.0 $386K 0.09% -1K -28.2% $147.13 +5.8%
95 SHEL SHELL PLC Energy 4,141.0 $385K 0.09% $93.00 -16.7%
96 PLTR PALANTIR TECHNOLOGIES INC Technology 2,604.0 $381K 0.09% -198.0 -7.1% $146.28 -22.9%
97 PFE PFIZER INC Healthcare 13,475.0 $378K 0.09% -608.0 -4.3% $28.08 -14.5%
98 PGR PROGRESSIVE CORP Financial Services 1,899.0 $376K 0.09% +12.0 +0.6% $198.24 +10.6%
99 CVS CVS HEALTH CORP Healthcare 5,170.0 $371K 0.09% -646.0 -11.1% $71.82 +39.8%
100 DFAT DIMENSIONAL ETF TRUST 5,926.0 $370K 0.09% $62.45 +10.2%
Page 5 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%