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Portfolio (Quarterly) Guide ↗

Sylvest Advisors, LLC

· CIK 0002044121
13F Portfolio $222M AUM 78 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 37 Added 18 Reduced 5 Exited
Page 4 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FTC FIRST TR EXCHANGE-TRADED ALP 1,986.0 $385K 0.17% NEW $193.77 -10.3%
62 V VISA INC Financial Services 1,101.0 $378K 0.17% +32.0 +3.0% $343.09 +10.6%
63 VOT VANGUARD INDEX FDS 1,223.0 $375K 0.17% NEW $306.30 -3.3%
64 CAT CATERPILLAR INC Industrials 344.0 $366K 0.17% -33.0 -8.8% $1064.50 -26.4%
65 VOE VANGUARD INDEX FDS 1,844.0 $364K 0.16% NEW $197.60 +4.9%
66 AVUS AMERICAN CENTY ETF TR 2,824.0 $362K 0.16% +74.0 +2.7% $128.08 +1.6%
67 PG PROCTER & GAMBLE CO Consumer Defensive 2,162.0 $317K 0.14% +13.0 +0.6% $146.64 +0.4%
68 GS GOLDMAN SACHS GROUP INC Financial Services 310.0 $314K 0.14% +10.0 +3.3% $1011.37 +0.7%
69 ISRG INTUITIVE SURGICAL INC Healthcare 769.0 $306K 0.14% -250.0 -24.5% $397.68 -4.5%
70 RSP INVESCO EXCHANGE TRADED FD T 1,298.0 $276K 0.12% +245.0 +23.3% $212.77 +2.9%
71 RY ROYAL BK CDA Financial Services 1,241.0 $257K 0.12% $206.97 -0.6%
72 VONG VANGUARD SCOTTSDALE FDS 2,002.0 $256K 0.12% NEW $127.81 -2.0%
73 VV VANGUARD INDEX FDS 710.0 $244K 0.11% $344.01 +2.4%
74 AMD ADVANCED MICRO DEVICES INC Technology 420.0 $244K 0.11% NEW $580.91 -21.4%
75 MCD MCDONALDS CORP Consumer Cyclical 825.0 $223K 0.10% +28.0 +3.5% $270.28 -3.1%
76 VUG VANGUARD INDEX FDS 2,553.0 $220K 0.10% NEW $86.12 +1.7%
77 IVV ISHARES TR 292.0 $218K 0.10% NEW $748.13 +2.8%
78 IAU ISHARES GOLD TR Financial Services 2,800.0 $211K 0.10% $75.51 +9.0%
Page 4 of 4  ·  78 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 42.6%
Financial Services 11.7%
Industrials 11.4%
Consumer Cyclical 8.8%
Healthcare 8.5%
Consumer Defensive 7.4%
Communication Services 4.1%
Basic Materials 3.2%
Energy 2.2%