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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 7 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SAN BANCO SANTANDER SA Financial Services 26,448.0 $298K 0.07% -2K -5.9% $11.28 +18.3%
122 HSBC HSBC HLDGS PLC Financial Services 3,581.0 $295K 0.07% -271.0 -7.0% $82.49 +13.9%
123 GEV GE VERNOVA INC Utilities 336.0 $293K 0.07% -6.0 -1.8% $872.90 +20.5%
124 COP CONOCOPHILLIPS Energy 2,139.0 $282K 0.07% -73.0 -3.3% $131.99 -19.0%
125 BCS BARCLAYS PLC Financial Services 13,332.0 $282K 0.07% -564.0 -4.1% $21.16 +25.7%
126 AXP AMERICAN EXPRESS CO Financial Services 929.0 $281K 0.07% -39.0 -4.0% $302.48 +13.3%
127 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 824.0 $278K 0.07% +148.0 +21.9% $337.95 +29.1%
128 JBL JABIL INC Technology 1,038.0 $276K 0.07% +53.0 +5.4% $265.63 +40.1%
129 NEM NEWMONT CORP Basic Materials 2,539.0 $275K 0.07% +97.0 +4.0% $108.25 -14.0%
130 NEE NEXTERA ENERGY INC Utilities 2,925.0 $272K 0.07% -17.0 -0.6% $92.89 -5.9%
131 ALL ALLSTATE CORP Financial Services 1,302.0 $270K 0.07% -146.0 -10.1% $207.34 +13.7%
132 GWW WW GRAINGER INC Industrials 246.0 $268K 0.07% +23.0 +10.3% $1090.81 +23.3%
133 AMGN AMGEN INC Healthcare 756.0 $266K 0.06% -41.0 -5.1% $351.85 +0.5%
134 AEE AMEREN CORP Utilities 2,414.0 $265K 0.06% -82.0 -3.3% $109.92 +3.0%
135 YUM YUM BRANDS INC Consumer Cyclical 1,704.0 $265K 0.06% +116.0 +7.3% $155.48 -1.5%
136 ANET ARISTA NETWORKS INC Technology 2,145.0 $263K 0.06% -87.0 -3.9% $122.78 +32.0%
137 AGG ISHARES TR 2,543.0 $252K 0.06% -967.0 -27.6% $99.27 -0.1%
138 AOR ISHARES TR 3,872.0 $249K 0.06% -800.0 -17.1% $64.35 +6.8%
139 AIG AMERICAN INTL GROUP INC Financial Services 3,286.0 $247K 0.06% -39.0 -1.2% $75.25 +2.2%
140 CB CHUBB LTD SWITZ Financial Services 754.0 $246K 0.06% -20.0 -2.6% $325.93 +3.3%
Page 7 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%