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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 6 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SU SUNCOR ENERGY INC NEW Energy 5,466.0 $361K 0.09% $66.11 -17.9%
102 TRV TRAVELERS COMPANIES INC Financial Services 1,238.0 $361K 0.09% -16.0 -1.3% $291.68 +9.9%
103 COF CAPITAL ONE FINL CORP Financial Services 1,974.0 $360K 0.09% -93.0 -4.5% $182.43 +10.6%
104 KO COCA COLA CO Consumer Defensive 4,698.0 $357K 0.09% +168.0 +3.7% $76.06 +6.2%
105 MCD MCDONALDS CORP Consumer Cyclical 1,128.0 $351K 0.08% $310.93 -12.0%
106 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 16,182.0 $351K 0.08% -466.0 -2.8% $21.66 +10.8%
107 RTX RTX CORPORATION Industrials 1,809.0 $349K 0.08% -17.0 -0.9% $192.95 -4.2%
108 WDC WESTERN DIGITAL CORP Technology 1,266.0 $342K 0.08% -54.0 -4.1% $270.49 +129.7%
109 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,613.0 $340K 0.08% +674.0 +13.7% $60.65 -9.5%
110 VLO VALERO ENERGY CORP Energy 1,354.0 $335K 0.08% $247.08 -2.1%
111 CENCORA INC 1,053.0 $331K 0.08% +61.0 +6.2% $314.14
112 CAH CARDINAL HEALTH INC Healthcare 1,542.0 $326K 0.08% +99.0 +6.9% $211.31 +11.0%
113 F FORD MTR CO Consumer Cyclical 27,672.0 $319K 0.08% +1K +3.9% $11.54 +19.4%
114 CSX CSX CORP Industrials 7,634.0 $313K 0.07% -1K -13.9% $41.05 +12.1%
115 MFG MIZUHO FINANCIAL GROUP INC Financial Services 39,235.0 $312K 0.07% -2K -4.1% $7.94 +20.3%
116 APH AMPHENOL CORP Technology 2,456.0 $310K 0.07% +42.0 +1.7% $126.35 +29.1%
117 PH PARKER-HANNIFIN CORP Industrials 341.0 $305K 0.07% +60.0 +21.4% $895.24 +7.3%
118 AOM ISHARES TR 6,419.0 $304K 0.07% -3K -28.1% $47.37 +4.6%
119 AMD ADVANCED MICRO DEVICES INC Technology 1,490.0 $303K 0.07% -13.0 -0.9% $203.43 +150.0%
120 NVS NOVARTIS AG Healthcare 1,973.0 $301K 0.07% +78.0 +4.1% $152.75 +0.2%
Page 6 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%