Syverson Strege & Co

CIK

1682057

Location

WEST DES MOINES, IA

Portfolio Value

Micro $1,444,487

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 SPY

Hypothetical 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, 2025

Top 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	Positions
Technology	27.2%	$21,765,290	26
Financial Services	19.6%	$15,713,132	30
Healthcare	13.0%	$10,373,956	18
Consumer Defensive	8.5%	$6,791,753	9
Communication Services	8.4%	$6,722,945	5
Energy	7.5%	$6,003,058	9
Consumer Cyclical	6.9%	$5,515,849	9
Industrials	4.9%	$3,920,335	10
Utilities	2.2%	$1,763,727	6
Basic Materials	1.8%	$1,444,487	5

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
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
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.

Portfolio Positions

Compact Export CSV View 13F filing

5 positions · $1,444,487 total · Basic Materials only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CTVA	Corteva, Inc. Basic Materials	Reduced	5,756	-23	$481,834	+24.4%	33.36%
NEM	NEWMONT Corp /DE/ Basic Materials	Added	2,539	+97	$274,846	+12.7%	19.03%
FCX	Freeport-Mcmoran Inc Basic Materials	Added	4,116	+3	$241,938	+15.8%	16.75%
BHP	BHP Group Ltd Basic Materials	NEW	3,124	NEW	$227,239	NEW	15.73%
LIN	Linde PLC Basic Materials	NEW	441	NEW	$218,630	NEW	15.14%