Syverson Strege & Co
CIK
1682057
Location
WEST DES MOINES, IA
Portfolio Value
Micro
$96,597,483
Diversification
Diversified
Filing Date
Global Rank
#6,005
/ 8,517
▲ 347
Top Industry
Semiconductors
13.3%
3Y Alpha vs SPY
+10.0%
Period ended 46 days ago
Filed Aug 6, 2026 · 9d
23 quarters · since Dec 2020
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+124.9%
SPY
+75.3%
Annualised alpha
+10.5%
Max drawdown
−16.9%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
143 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
4.9%
−0.0 pts
Top 5
19.7%
−0.7 pts
Top 10
31.7%
−1.8 pts
HHI
164
Diversified−12
Portfolio Trend
23 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 33.9% | $32,750,436 |
| Financial Services | 18.8% | $18,151,643 |
| Healthcare | 10.9% | $10,507,683 |
| Communication Services | 8.6% | $8,287,399 |
| Consumer Defensive | 7.7% | $7,462,003 |
| Consumer Cyclical | 5.9% | $5,727,914 |
| Industrials | 5.4% | $5,261,625 |
| Energy | 5.2% | $5,030,081 |
| Utilities | 2.0% | $1,893,600 |
| Basic Materials | 1.6% | $1,525,099 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DVN | Devon Energy Corp/De | +4,487 | 8,557 | $353,575 | |
| BMY | Bristol Myers Squibb Co | +3,365 | 8,978 | $517,312 | |
| MO | Altria Group, Inc. | +2,682 | 8,652 | $622,511 | |
| KLAC | Kla Corp | +2,536 | 2,836 | $855,649 | |
| VZ | Verizon Communications Inc | +1,921 | 12,537 | $530,816 | |
| ETY | Eaton Vance Tax-Managed Diversified Equity Income Fund | +1,484 | 19,149 | $278,426 | |
| VTRS | Viatris Inc | +1,313 | 14,324 | $227,465 | |
| PM | Philip Morris International Inc. | +827 | 3,372 | $610,028 | |
| INTC | Intel Corp | +801 | 14,141 | $1,974,507 | |
| PLTR | Palantir Technologies Inc. | +759 | 3,363 | $392,361 | |
| BCS | Barclays PLC | +727 | 14,059 | $377,624 | |
| NEM | NEWMONT Corp /DE/ | +685 | 3,224 | $301,121 | |
| BTI | British American Tobacco p.l.c. | +630 | 8,524 | $526,442 | |
| PDI | PIMCO Dynamic Income Fund | +482 | 14,363 | $239,862 | |
| LPL | LG Display Co., Ltd. | +303 | 14,036 | $54,600 | |
| GOOGL | Alphabet Inc. | +179 | 11,350 | $4,034,038 | |
| MS | Morgan Stanley | +164 | 1,582 | $330,701 | |
| GILD | Gilead Sciences, Inc. | +133 | 3,341 | $422,101 | |
| AMD | Advanced Micro Devices Inc | +95 | 1,585 | $920,742 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +91 | 915 | $436,976 | |
| YUM | Yum Brands Inc | +68 | 1,772 | $283,271 | |
| XOM | ExxonMobil Holdings Corp | +67 | 15,691 | $2,145,273 | |
| KO | Coca Cola Co | +47 | 4,745 | $385,626 | |
| VLO | Valero Energy Corp/Tx | +46 | 1,400 | $364,616 | |
| CAT | Caterpillar Inc | +7 | 932 | $992,486 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| F | Ford Motor Co | −2,595 | 25,077 | $348,570 | |
| ABT | Abbott Laboratories | −2,135 | 12,020 | $1,090,694 | |
| MFG | Mizuho Financial Group Inc | −1,638 | 37,597 | $360,179 | |
| USB | US Bancorp De | −1,492 | 24,268 | $1,465,787 | |
| MSFT | Microsoft Corp | −1,220 | 7,307 | $2,725,657 | |
| NVDA | Nvidia Corp | −1,216 | 23,344 | $4,670,900 | |
| T | At&T Inc. | −1,103 | 36,001 | $745,220 | |
| SAN | Banco Santander, S.A. | −1,057 | 25,391 | $350,395 | |
| BBVA | Banco Bilbao Vizcaya Argentaria, S.A. | −912 | 15,270 | $382,666 | |
| HPE | Hewlett Packard Enterprise Co | −811 | 8,004 | $361,060 | |
| PFE | Pfizer Inc | −773 | 12,702 | $305,864 | |
| AMZN | Amazon Com Inc | −761 | 8,426 | $2,008,252 | |
| HD | Home Depot, Inc. | −672 | 2,026 | $714,529 | |
| WFC | Wells Fargo & Company/Mn | −670 | 11,656 | $963,251 | |
| ABBV | AbbVie Inc. | −616 | 5,870 | $1,477,126 | |
| PEP | Pepsico Inc | −494 | 2,510 | $339,854 | |
| ING | Ing Groep NV | −444 | 7,949 | $249,439 | |
| QCOM | Qualcomm Inc/De | −413 | 1,448 | $267,575 | |
| PGR | Progressive Corp/Oh/ | −413 | 1,486 | $324,616 | |
| NMR | Nomura Holdings Inc | −408 | 12,337 | $108,318 | |
| NFLX | Netflix Inc | −377 | 9,101 | $649,811 | |
| CSCO | Cisco Systems, Inc. | −373 | 8,692 | $1,020,962 | |
| APH | Amphenol Corp /De/ | −365 | 2,091 | $737,370 | |
| META | Meta Platforms, Inc. | −357 | 4,132 | $2,327,514 | |
| UBS | UBS Group AG | −328 | 5,021 | $248,840 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
21 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SNDK | Sandisk Corp | 285 | $648,013 | |
| MNST | Monster Beverage Corp | 2,399 | $461,183 | |
| ASML | Asml Holding NV | 164 | $326,268 | |
| GIS | General Mills Inc | 8,159 | $283,933 | |
| TER | Teradyne, Inc | 543 | $262,725 | |
| PFG | Principal Financial Group Inc | 2,188 | $235,822 | |
| UNM | Unum Group | 2,588 | $231,367 | |
| FLEX | Flex Ltd. | 1,407 | $228,032 | |
| Q | Qnity Electronics, Inc. | 1,393 | $227,490 | |
| DELL | Dell Technologies Inc. | 510 | $220,044 | |
| PRU | Prudential Financial Inc | 2,026 | $218,666 | |
| CMI | Cummins Inc | 301 | $214,676 | |
| ED | Consolidated Edison Inc | 1,900 | $210,197 | |
| AFL | Aflac Inc | 1,778 | $208,470 | |
| ELV | Elevance Health, Inc. | 538 | $208,060 | |
| DE | Deere & Co | 328 | $208,060 | |
| CM | Canadian Imperial Bank Of Commerce /Can/ | 1,783 | $205,045 | |
| HWM | Howmet Aerospace Inc. | 762 | $204,871 | |
| UNP | Union Pacific Corp | 741 | $201,552 | |
| LNT | Alliant Energy Corp | 2,639 | $201,329 | |
| EBAY | Ebay Inc | 1,798 | $200,926 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
9 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AOA | iShares Core 80/20 Aggressive Allocation ETF | 18,543 | $1,640,870 | |
| VIG | Vanguard Dividend Appreciation ETF | 6,336 | $1,362,620 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | 15,718 | $1,180,421 | |
| VXF | Vanguard Extended Market ETF | 4,079 | $839,458 | |
| HCA | HCA Healthcare, Inc. | 504 | $238,512 | |
| FDX | Fedex Corp | 625 | $222,612 | |
| IMO | Imperial Oil Ltd | 1,629 | $213,105 | |
| GSK | GSK plc | 3,847 | $212,315 | |
| NRG | Nrg Energy, Inc. | 1,406 | $205,472 | |
| No positions match the current search. | ||||
143 tracked positions ·
$96,597,483 total
· filing declares
186 positions · $458,879,937
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 143 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 16,501 | $4,774,729 | 4.94% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 23,344 | $4,670,900 | 4.84% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 11,350 | $4,034,038 | 4.18% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 2,471 | $2,852,250 | 2.95% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 7,307 | $2,725,657 | 2.82% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 5,201 | $2,602,528 | 2.69% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 22,256 | $2,520,714 | 2.61% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 4,132 | $2,327,514 | 2.41% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 15,691 | $2,145,273 | 2.22% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 8,426 | $2,008,252 | 2.08% | |
| INTC |
Intel Corp
Technology
|
Added | 14,141 | $1,974,507 | 2.04% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 5,331 | $1,744,996 | 1.81% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 6,303 | $1,600,772 | 1.66% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 5,870 | $1,477,126 | 1.53% | |
| USB |
US Bancorp De
Financial Services
|
Reduced | 24,268 | $1,465,787 | 1.52% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 3,684 | $1,391,631 | 1.44% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 2,618 | $1,134,457 | 1.17% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 932 | $1,117,868 | 1.16% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 1,542 | $1,114,866 | 1.15% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 3,889 | $1,093,625 | 1.13% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 12,020 | $1,090,694 | 1.13% | |
| C |
Citigroup Inc
Financial Services
|
Reduced | 7,488 | $1,048,020 | 1.08% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 8,692 | $1,020,962 | 1.06% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 932 | $992,486 | 1.03% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 11,656 | $963,251 | 1.00% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Reduced | 991 | $956,315 | 0.99% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 1,585 | $920,742 | 0.95% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 865 | $874,835 | 0.91% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 923 | $863,438 | 0.89% | |
| KLAC |
Kla Corp
Technology
|
Added | 2,836 | $855,649 | 0.89% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 1,896 | $788,034 | 0.82% | |
| GE |
General Electric Co
Industrials
|
Reduced | 2,095 | $782,964 | 0.81% | |
| WDC |
Western Digital Corp
Technology
|
Reduced | 1,206 | $770,296 | 0.80% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 4,579 | $759,015 | 0.79% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 36,001 | $745,220 | 0.77% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 1,446 | $742,665 | 0.77% | |
| APH |
Amphenol Corp /De/
Technology
|
Reduced | 2,091 | $737,370 | 0.76% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 12,864 | $732,990 | 0.76% | |
| EMR |
Emerson Electric Co
Industrials
|
Reduced | 5,119 | $732,784 | 0.76% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 2,026 | $714,529 | 0.74% | |
| GLW |
Corning Inc /Ny
Technology
|
Reduced | 2,766 | $706,519 | 0.73% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 9,101 | $649,811 | 0.67% | |
| SNDK |
Sandisk Corp
Technology
|
NEW | 285 | $648,013 | 0.67% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Added | 8,652 | $622,511 | 0.64% | |
| WSM |
Williams Sonoma Inc
Consumer Cyclical
|
Reduced | 2,660 | $620,046 | 0.64% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 3,372 | $610,028 | 0.63% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Reduced | 2,360 | $603,381 | 0.62% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 4,483 | $576,065 | 0.60% | |
| SO |
Southern Co
Utilities
|
Added | 5,686 | $544,207 | 0.56% | |
| GM |
General Motors Co
Consumer Cyclical
|
Reduced | 6,947 | $535,474 | 0.55% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.