Syverson Strege & Co
CIK
1682057
Location
WEST DES MOINES, IA
Portfolio Value
Micro
$80,014,532
Diversification
Diversified
Filing Date
Global Rank
#5,785
/ 8,232
▲ 264
Top Industry
Semiconductors
9.9%
3Y Alpha vs SPY
-0.3%
Period ended 2 months ago
Filed May 4, 2026 · 41d
22 quarters · since Dec 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+74.9%
SPY
+76.3%
Annualised alpha
-0.3%
Max drawdown
−17.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
127 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
5.4%
−0.1 pts
Top 5
21.3%
−1.9 pts
Top 10
34.1%
−1.4 pts
HHI
182
Diversified−15
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 27.2% | $21,765,290 |
| Financial Services | 19.6% | $15,713,132 |
| Healthcare | 13.0% | $10,373,956 |
| Consumer Defensive | 8.5% | $6,791,753 |
| Communication Services | 8.4% | $6,722,945 |
| Energy | 7.5% | $6,003,058 |
| Consumer Cyclical | 6.9% | $5,515,849 |
| Industrials | 4.9% | $3,920,335 |
| Utilities | 2.2% | $1,763,727 |
| Basic Materials | 1.8% | $1,444,487 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +2,105 | 24,560 | $4,283,264 | |
| VTRS | Viatris Inc | +1,495 | 13,011 | $175,778 | |
| F | Ford Motor Co | +1,040 | 27,672 | $319,334 | |
| CVX | Chevron Corp | +1,021 | 4,743 | $981,326 | |
| INTC | Intel Corp | +869 | 13,340 | $588,694 | |
| BMY | Bristol Myers Squibb Co | +674 | 5,613 | $340,428 | |
| MO | Altria Group, Inc. | +636 | 5,970 | $393,960 | |
| LRCX | Lam Research Corp | +604 | 2,661 | $568,549 | |
| AMZN | Amazon Com Inc | +552 | 9,187 | $1,913,376 | |
| AAPL | Apple Inc. | +497 | 16,612 | $4,215,959 | |
| MRK | Merck & Co., Inc. | +476 | 4,618 | $555,499 | |
| PDI | PIMCO Dynamic Income Fund | +444 | 13,881 | $237,503 | |
| KR | Kroger Co | +399 | 6,396 | $462,814 | |
| GOOGL | Alphabet Inc. | +347 | 5,685 | $1,634,778 | |
| MU | Micron Technology Inc | +338 | 2,492 | $841,897 | |
| PEP | Pepsico Inc | +327 | 3,004 | $466,491 | |
| GM | General Motors Co | +230 | 7,148 | $532,526 | |
| KO | Coca Cola Co | +168 | 4,698 | $357,282 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +148 | 824 | $278,470 | |
| V | Visa Inc. | +147 | 1,373 | $414,975 | |
| YUM | Yum Brands Inc | +116 | 1,704 | $264,937 | |
| PM | Philip Morris International Inc. | +104 | 2,545 | $420,790 | |
| GILD | Gilead Sciences, Inc. | +103 | 3,208 | $447,098 | |
| TJX | Tjx Companies Inc /De/ | +99 | 3,435 | $548,569 | |
| CAH | Cardinal Health Inc | +99 | 1,542 | $325,840 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MFG | Mizuho Financial Group Inc | −1,693 | 39,235 | $311,525 | |
| SAN | Banco Santander, S.A. | −1,662 | 26,448 | $298,333 | |
| NFLX | Netflix Inc | −1,292 | 9,478 | $911,309 | |
| CSX | Csx Corp | −1,229 | 7,634 | $313,375 | |
| NOK | Nokia Corp | −1,137 | 16,976 | $136,487 | |
| ORCL | Oracle Corp | −1,029 | 2,625 | $386,163 | |
| NMR | Nomura Holdings Inc | −1,026 | 12,745 | $100,558 | |
| VZ | Verizon Communications Inc | −716 | 10,616 | $532,923 | |
| CVS | CVS HEALTH Corp | −646 | 5,170 | $371,309 | |
| PFE | Pfizer Inc | −608 | 13,475 | $378,378 | |
| BCS | Barclays PLC | −564 | 13,332 | $282,105 | |
| MSFT | Microsoft Corp | −475 | 8,527 | $3,156,439 | |
| BBVA | Banco Bilbao Vizcaya Argentaria, S.A. | −466 | 16,182 | $350,502 | |
| IBM | International Business Machines Corp | −450 | 4,207 | $1,019,734 | |
| UNH | Unitedhealth Group Inc | −399 | 2,082 | $563,368 | |
| HPE | Hewlett Packard Enterprise Co | −398 | 8,815 | $209,885 | |
| UBS | UBS Group AG | −392 | 5,349 | $208,985 | |
| ABT | Abbott Laboratories | −379 | 14,155 | $1,453,293 | |
| BAC | Bank Of America Corp /De/ | −374 | 12,979 | $632,726 | |
| WMT | Walmart Inc. | −371 | 22,252 | $2,765,478 | |
| AMAT | Applied Materials Inc /De | −369 | 1,609 | $549,940 | |
| SO | Southern Co | −361 | 5,681 | $548,330 | |
| ING | Ing Groep NV | −310 | 8,393 | $218,637 | |
| EMR | Emerson Electric Co | −300 | 5,147 | $674,359 | |
| HD | Home Depot, Inc. | −272 | 2,698 | $887,345 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
11 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| EXC | Exelon Corp | 4,731 | $231,913 | |
| BHP | BHP Group Ltd | 3,124 | $227,239 | |
| FDX | Fedex Corp | 625 | $222,612 | |
| LIN | Linde PLC | 441 | $218,630 | |
| TXN | Texas Instruments Inc | 1,119 | $217,242 | |
| FAST | Fastenal Co | 4,678 | $217,059 | |
| IMO | Imperial Oil Ltd | 1,629 | $213,105 | |
| GSK | GSK plc | 3,847 | $212,315 | |
| DVN | Devon Energy Corp/De | 4,070 | $204,802 | |
| CASY | Caseys General Stores Inc | 279 | $203,072 | |
| LPL | LG Display Co., Ltd. | 13,733 | $53,284 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SAP | Sap SE | 1,067 | $259,184 | |
| ELV | Elevance Health, Inc. | 734 | $257,303 | |
| INTU | Intuit Inc. | 384 | $254,369 | |
| APP | AppLovin Corp | 343 | $231,120 | |
| NOW | ServiceNow, Inc. | 1,460 | $223,657 | |
| DIS | Walt Disney Co | 1,908 | $217,073 | |
| BKNG | Booking Holdings Inc. | 39 | $208,857 | |
| CI | Cigna Group | 750 | $206,422 | |
| No positions match the current search. | ||||
127 positions ·
$80,014,532 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 127 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 24,560 | $4,283,264 | 5.35% | |
| AAPL |
Apple Inc.
Technology
|
Added | 16,612 | $4,215,959 | 5.27% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 8,527 | $3,156,439 | 3.94% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 22,252 | $2,765,478 | 3.46% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 15,624 | $2,650,767 | 3.31% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 4,489 | $2,568,291 | 3.21% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 5,295 | $2,537,364 | 3.17% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 9,187 | $1,913,376 | 2.39% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 5,685 | $1,634,778 | 2.04% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 6,539 | $1,598,393 | 2.00% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 5,388 | $1,584,934 | 1.98% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 14,155 | $1,453,293 | 1.82% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 6,486 | $1,410,640 | 1.76% | |
| USB |
US Bancorp De
Financial Services
|
Added | 25,760 | $1,339,777 | 1.67% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 3,807 | $1,178,304 | 1.47% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 37,104 | $1,075,644 | 1.34% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 4,207 | $1,019,734 | 1.27% | |
| CVX |
Chevron Corp
Energy
|
Added | 4,743 | $981,326 | 1.23% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 12,326 | $981,272 | 1.23% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 923 | $919,704 | 1.15% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 9,478 | $911,309 | 1.14% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 2,698 | $887,345 | 1.11% | |
| C |
Citigroup Inc
Financial Services
|
Reduced | 7,674 | $870,308 | 1.09% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 931 | $856,305 | 1.07% | |
| MU |
Micron Technology Inc
Technology
|
Added | 2,492 | $841,897 | 1.05% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 1,649 | $823,939 | 1.03% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 893 | $755,469 | 0.94% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 9,065 | $703,353 | 0.88% | |
| EMR |
Emerson Electric Co
Industrials
|
Reduced | 5,147 | $674,359 | 0.84% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 925 | $655,325 | 0.82% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 12,979 | $632,726 | 0.79% | |
| GE |
General Electric Co
Industrials
|
Reduced | 2,191 | $621,740 | 0.78% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Reduced | 2,415 | $589,694 | 0.74% | |
| INTC |
Intel Corp
Technology
|
Added | 13,340 | $588,694 | 0.74% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 2,661 | $568,549 | 0.71% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 2,082 | $563,368 | 0.70% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 4,618 | $555,499 | 0.69% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 1,609 | $549,940 | 0.69% | |
| MCK |
Mckesson Corp
Healthcare
|
Added | 634 | $548,638 | 0.69% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 3,435 | $548,569 | 0.69% | |
| SO |
Southern Co
Utilities
|
Reduced | 5,681 | $548,330 | 0.69% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 3,764 | $543,672 | 0.68% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 10,616 | $532,923 | 0.67% | |
| GM |
General Motors Co
Consumer Cyclical
|
Added | 7,148 | $532,526 | 0.67% | |
| WSM |
Williams Sonoma Inc
Consumer Cyclical
|
Reduced | 2,721 | $496,119 | 0.62% | |
| CTVA |
Corteva, Inc.
Basic Materials
|
Reduced | 5,756 | $481,834 | 0.60% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 3,004 | $466,491 | 0.58% | |
| KR |
Kroger Co
Consumer Defensive
|
Added | 6,396 | $462,814 | 0.58% | |
| BTI |
British American Tobacco p.l.c.
Consumer Defensive
|
Reduced | 7,894 | $461,562 | 0.58% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Added | 3,208 | $447,098 | 0.56% |