Sylvest Advisors, LLC

CIK

2044121

Location

DALLAS, TX

Portfolio Value

Micro $44,316,639

Diversification

Diversified

Filing Date

Global Rank

#2,383 / 3,111 ▲ 4678

Top Industry

Software - Infrastructure 20.9%

3Y Alpha vs SPY

-5.8%

Period ended 30 days ago

Filed Jul 22, 2026 · 8d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical 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

+18.5%

SPY

+23.3%

Annualised alpha

-3.1%

Max drawdown

−16.1%

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. It tracks 100% of reported value on average across 6 quarters. Past performance does not predict future results.

Portfolio Concentration

50 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

18.3%

+0.9 pts

Top 5

38.4%

+0.8 pts

Top 10

48.7%

−0.5 pts

HHI

590

Diversified+42

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	44.1%	$19,554,837	12
Financial Services	12.3%	$5,453,609	10
Industrials	9.2%	$4,081,888	6
Consumer Cyclical	8.7%	$3,846,346	6
Healthcare	8.4%	$3,717,825	4
Consumer Defensive	7.4%	$3,260,453	5
Communication Services	4.1%	$1,800,775	2
Basic Materials	3.2%	$1,405,728	2
Energy	2.2%	$983,750	2
Unclassified	0.5%	$211,428	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CMCSA	Comcast Corp	+14,656	28,167	$691,499
MOS	Mosaic Co	+2,200	24,360	$516,188
MSFT	Microsoft Corp	+1,847	21,770	$8,120,645
DOX	Amdocs Ltd	+1,335	9,420	$476,086
G	Genpact LTD	+1,170	19,076	$524,590
DPZ	Dominos Pizza Inc	+1,159	2,718	$804,636
XOM	ExxonMobil Holdings Corp	+1,026	4,071	$556,587
NVDA	Nvidia Corp	+1,011	3,761	$752,538
SSNC	SS&C Technologies Holdings Inc	+685	9,280	$575,824
TNC	Tennant Co	+310	8,904	$779,456
ACN	Accenture plc	+298	3,522	$438,277
TROW	Price T Rowe Group Inc	+289	8,023	$912,134
JEF	Jefferies Financial Group Inc.	+230	10,586	$529,088
AMZN	Amazon Com Inc	+181	1,929	$459,757
MRSH	Marsh & Mclennan Companies, Inc.	+180	3,864	$644,012
DCI	DONALDSON Co INC	+133	9,325	$837,105
TSLA	Tesla, Inc.	+124	2,019	$849,191
BMY	Bristol Myers Squibb Co	+85	13,854	$798,267
HSY	Hershey Co	+85	5,127	$899,532
WMT	Walmart Inc.	+72	5,096	$577,172
CSL	Carlisle Companies Inc	+70	2,091	$758,510
V	Visa Inc.	+32	1,101	$377,742
MCD	Mcdonalds Corp	+28	825	$223,005
PG	PROCTER & GAMBLE Co	+13	2,162	$317,035
GS	Goldman Sachs Group Inc	+10	310	$313,524
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
BRK-B	Berkshire Hathaway Inc	−908	1,097	$548,927
MO	Altria Group, Inc.	−350	10,267	$738,710
MRK	Merck & Co., Inc.	−300	11,472	$1,474,152
ISRG	Intuitive Surgical Inc	−250	769	$305,815
AAPL	Apple Inc.	−232	17,816	$5,155,237
USB	US Bancorp De	−190	12,089	$730,175
PPG	Ppg Industries Inc	−175	7,334	$889,540
CVX	Chevron Corp	−149	2,577	$427,163
TTC	Toro Co	−100	8,567	$834,597
DMC	Del Monte Corp	−74	26,084	$728,004
PKG	Packaging Corp Of America	−48	2,509	$597,844
CAT	Caterpillar Inc	−33	344	$366,325
GOOGL	Alphabet Inc.	−29	3,104	$1,109,276
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
BMI	Badger Meter Inc	6,425	$953,341
BALL	BALL Corp	14,614	$911,913
ADP	Automatic Data Processing Inc	4,013	$898,711
INTU	Intuit Inc.	2,997	$782,217
AMD	Advanced Micro Devices Inc	420	$243,982
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
JNJ	Johnson & Johnson	5,850	$1,429,974
NTAP	NetApp, Inc.	9,287	$950,895
ZTS	Zoetis Inc.	7,192	$850,166
QCOM	Qualcomm Inc/De	5,388	$693,866
FFIN	First Financial Bankshares Inc	9,084	$267,523
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

50 tracked positions · $44,316,639 total · as of Jun 30, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Added	21,770	+1,847	$8,120,645	+10.1%	18.32%
AAPL	Apple Inc. Technology	Reduced	17,816	-232	$5,155,237	+12.5%	11.63%
MRK	Merck & Co., Inc. Healthcare	Reduced	11,472	-300	$1,474,152	+4.1%	3.33%
AMGN	Amgen Inc Healthcare	Held	3,147	0	$1,139,591	+2.9%	2.57%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,104	-29	$1,109,276	+23.1%	2.50%
BMI	Badger Meter Inc Technology	NEW	6,425	NEW	$953,341	NEW	2.15%
TROW	Price T Rowe Group Inc Financial Services	Added	8,023	+289	$912,134	+30.8%	2.06%
BALL	BALL Corp Consumer Cyclical	NEW	14,614	NEW	$911,913	NEW	2.06%
HSY	Hershey Co Consumer Defensive	Added	5,127	+85	$899,532	−14.2%	2.03%
ADP	Automatic Data Processing Inc Technology	NEW	4,013	NEW	$898,711	NEW	2.03%
PPG	Ppg Industries Inc Basic Materials	Reduced	7,334	-175	$889,540	+10.8%	2.01%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,019	+124	$849,191	+20.5%	1.92%
DCI	DONALDSON Co INC Industrials	Added	9,325	+133	$837,105	+7.3%	1.89%
TTC	Toro Co Industrials	Reduced	8,567	-100	$834,597	+3.1%	1.88%
DPZ	Dominos Pizza Inc Consumer Cyclical	Added	2,718	+1,159	$804,636	+43.9%	1.82%
BMY	Bristol Myers Squibb Co Healthcare	Added	13,854	+85	$798,267	−4.4%	1.80%
INTU	Intuit Inc. Technology	NEW	2,997	NEW	$782,217	NEW	1.77%
TNC	Tennant Co Industrials	Added	8,904	+310	$779,456	+36.6%	1.76%
CSL	Carlisle Companies Inc Industrials	Added	2,091	+70	$758,510	+12.5%	1.71%
NVDA	Nvidia Corp Technology	Added	3,761	+1,011	$752,538	+56.9%	1.70%
MO	Altria Group, Inc. Consumer Defensive	Reduced	10,267	-350	$738,710	+5.4%	1.67%
USB	US Bancorp De Financial Services	Reduced	12,089	-190	$730,175	+14.3%	1.65%
DMC	Del Monte Corp Consumer Defensive	Reduced	26,084	-74	$728,004	−30.9%	1.64%
CMCSA	Comcast Corp Communication Services	Added	28,167	+14,656	$691,499	+78.3%	1.56%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Added	3,864	+180	$644,012	+0.8%	1.45%
ORCL	Oracle Corp Technology	Held	4,322	0	$633,389	−0.4%	1.43%
PKG	Packaging Corp Of America Consumer Cyclical	Reduced	2,509	-48	$597,844	+10.2%	1.35%
WMT	Walmart Inc. Consumer Defensive	Added	5,096	+72	$577,172	−7.6%	1.30%
SSNC	SS&C Technologies Holdings Inc Technology	Added	9,280	+685	$575,824	−0.9%	1.30%
TRV	Travelers Companies, Inc. Financial Services	Held	1,735	0	$572,758	+13.2%	1.29%
PRI	Primerica, Inc. Financial Services	Held	2,000	0	$568,400	+13.5%	1.28%
XOM	ExxonMobil Holdings Corp Energy	Added	4,071	+1,026	$556,587	+7.7%	1.26%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,097	-908	$548,927	−42.9%	1.24%
JEF	Jefferies Financial Group Inc. Financial Services	Added	10,586	+230	$529,088	+23.8%	1.19%
G	Genpact LTD Technology	Added	19,076	+1,170	$524,590	−21.4%	1.18%
MOS	Mosaic Co Basic Materials	Added	24,360	+2,200	$516,188	−8.7%	1.16%
UPS	United Parcel Service Inc Industrials	Held	4,706	0	$505,895	+9.3%	1.14%
DOX	Amdocs Ltd Technology	Added	9,420	+1,335	$476,086	−9.8%	1.07%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,929	+181	$459,757	+26.3%	1.04%
ACN	Accenture plc Technology	Added	3,522	+298	$438,277	−31.4%	0.99%
CVX	Chevron Corp Energy	Reduced	2,577	-149	$427,163	−24.3%	0.96%
V	Visa Inc. Financial Services	Added	1,101	+32	$377,742	+16.9%	0.85%
CAT	Caterpillar Inc Industrials	Reduced	344	-33	$366,325	+37.2%	0.83%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,162	+13	$317,035	+2.1%	0.72%
GS	Goldman Sachs Group Inc Financial Services	Added	310	+10	$313,524	+23.5%	0.71%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	769	-250	$305,815	−34.9%	0.69%
RY	Royal Bank Of Canada Financial Services	Held	1,241	0	$256,849	+27.9%	0.58%
AMD	Advanced Micro Devices Inc Technology	NEW	420	NEW	$243,982	NEW	0.55%
MCD	Mcdonalds Corp Consumer Cyclical	Added	825	+28	$223,005	−10.0%	0.50%
IAU	Ishares Gold Trust	Held	2,800	0	$211,428	−14.3%	0.48%

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.