Sylvest Advisors, LLC

CIK

2044121

Location

DALLAS, TX

Portfolio Value

Micro $41,840,761

Diversification

Diversified

Filing Date

Global Rank

#7,048 / 8,603 ▲ 31 · as of Mar 2026

Top Industry

Software - Infrastructure 22.8%

3Y Alpha vs SPY

-6.3%

Period ended 3 months ago

Filed Apr 22, 2026 · 3mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+14.6%

SPY

+24.4%

Annualised alpha

-6.7%

Max drawdown

−16.2%

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

49 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

17.6%

−2.1 pts

Top 5

38.0%

−1.4 pts

Top 10

49.8%

−1.2 pts

HHI

560

Diversified−66

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	40.9%	$17,130,142	10
Healthcare	14.6%	$6,108,301	6
Financial Services	12.9%	$5,415,155	11
Consumer Defensive	8.9%	$3,736,700	5
Industrials	8.5%	$3,564,921	6
Consumer Cyclical	5.8%	$2,418,219	5
Basic Materials	3.3%	$1,367,641	2
Communication Services	3.1%	$1,288,825	2
Energy	1.3%	$564,009	1
Unclassified	0.6%	$246,848	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

23 positions

Ticker	Company	Δ Shares	Shares	Value
MOS	Mosaic Co	+2,823	22,160	$565,080
DOX	Amdocs Ltd	+2,132	8,085	$527,627
MSFT	Microsoft Corp	+1,540	19,923	$7,374,896
TNC	Tennant Co	+1,461	8,594	$570,641
ZTS	Zoetis Inc.	+1,200	7,192	$850,166
JEF	Jefferies Financial Group Inc.	+1,176	10,356	$427,392
SSNC	SS&C Technologies Holdings Inc	+1,030	8,595	$580,764
CMCSA	Comcast Corp	+877	13,511	$387,900
NTAP	NetApp, Inc.	+587	9,287	$950,895
PPG	Ppg Industries Inc	+417	7,509	$802,561
UPS	United Parcel Service Inc	+416	4,706	$462,976
TTC	Toro Co	+325	8,667	$809,844
MRSH	Marsh & Mclennan Companies, Inc.	+180	3,684	$638,989
AAPL	Apple Inc.	+145	18,048	$4,580,401
NVDA	Nvidia Corp	+118	2,750	$479,600
TSLA	Tesla, Inc.	+108	1,895	$704,466
DPZ	Dominos Pizza Inc	+106	1,559	$559,353
HSY	Hershey Co	+56	5,042	$1,048,181
AMGN	Amgen Inc	+23	3,147	$1,107,271
CAT	Caterpillar Inc	+13	377	$267,089
CSL	Carlisle Companies Inc	+6	2,021	$674,246
GOOGL	Alphabet Inc.	+4	3,133	$900,925
PKG	Packaging Corp Of America	+2	2,557	$542,646
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
FFIN	First Financial Bankshares Inc	−1,300	9,084	$267,523
RY	Royal Bank Of Canada	−329	1,241	$200,768
DMC	Del Monte Corp	−324	26,158	$1,053,121
V	Visa Inc.	−174	1,069	$323,094
MO	Altria Group, Inc.	−155	10,617	$700,615
G	Genpact LTD	−126	17,906	$666,998
CVX	Chevron Corp	−121	2,726	$564,009
JNJ	Johnson & Johnson	−101	5,850	$1,429,974
MRK	Merck & Co., Inc.	−55	11,772	$1,416,053
USB	US Bancorp De	−53	12,279	$638,630
DCI	DONALDSON Co INC	−45	9,192	$780,125
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
BMY	Bristol Myers Squibb Co	13,769	$835,089
TROW	Price T Rowe Group Inc	7,734	$697,142
QCOM	Qualcomm Inc/De	5,388	$693,866
ACN	Accenture plc	3,224	$639,286
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
CMI	Cummins Inc	2,857	$1,458,355
ABBV	AbbVie Inc.	5,704	$1,303,306
RGLD	Royal Gold Inc	4,494	$998,971
JHG	Janus Henderson Group Ltd.	11,810	$561,801
CAG	Conagra Brands Inc.	21,971	$380,318
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

49 positions · $41,840,761 total · as of Mar 31, 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	19,923	+1,540	$7,374,896	−17.0%	17.63%
AAPL	Apple Inc. Technology	Added	18,048	+145	$4,580,401	−5.9%	10.95%
JNJ	Johnson & Johnson Healthcare	Reduced	5,850	-101	$1,429,974	+16.1%	3.42%
MRK	Merck & Co., Inc. Healthcare	Reduced	11,772	-55	$1,416,053	+13.7%	3.38%
AMGN	Amgen Inc Healthcare	Added	3,147	+23	$1,107,271	+8.3%	2.65%
DMC	Del Monte Corp Consumer Defensive	Reduced	26,158	-324	$1,053,121	+11.6%	2.52%
HSY	Hershey Co Consumer Defensive	Added	5,042	+56	$1,048,181	+15.5%	2.51%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	2,005	0	$960,796	−4.7%	2.30%
NTAP	NetApp, Inc. Technology	Added	9,287	+587	$950,895	+2.1%	2.27%
GOOGL	Alphabet Inc. Communication Services	Added	3,133	+4	$900,925	−8.0%	2.15%
ZTS	Zoetis Inc. Healthcare	Added	7,192	+1,200	$850,166	+12.8%	2.03%
BMY	Bristol Myers Squibb Co Healthcare	NEW	13,769	NEW	$835,089	NEW	2.00%
TTC	Toro Co Industrials	Added	8,667	+325	$809,844	+23.3%	1.94%
PPG	Ppg Industries Inc Basic Materials	Added	7,509	+417	$802,561	+10.4%	1.92%
DCI	DONALDSON Co INC Industrials	Reduced	9,192	-45	$780,125	−4.7%	1.86%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,895	+108	$704,466	−12.3%	1.68%
MO	Altria Group, Inc. Consumer Defensive	Reduced	10,617	-155	$700,615	+12.8%	1.67%
TROW	Price T Rowe Group Inc Financial Services	NEW	7,734	NEW	$697,142	NEW	1.67%
QCOM	Qualcomm Inc/De Technology	NEW	5,388	NEW	$693,866	NEW	1.66%
CSL	Carlisle Companies Inc Industrials	Added	2,021	+6	$674,246	+4.6%	1.61%
G	Genpact LTD Technology	Reduced	17,906	-126	$666,998	−20.9%	1.59%
ACN	Accenture plc Technology	NEW	3,224	NEW	$639,286	NEW	1.53%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Added	3,684	+180	$638,989	−1.7%	1.53%
USB	US Bancorp De Financial Services	Reduced	12,279	-53	$638,630	−2.9%	1.53%
ORCL	Oracle Corp Technology	Held	4,322	0	$635,809	−24.5%	1.52%
WMT	Walmart Inc. Consumer Defensive	Held	5,024	0	$624,382	+11.6%	1.49%
SSNC	SS&C Technologies Holdings Inc Technology	Added	8,595	+1,030	$580,764	−12.2%	1.39%
TNC	Tennant Co Industrials	Added	8,594	+1,461	$570,641	+8.5%	1.36%
MOS	Mosaic Co Basic Materials	Added	22,160	+2,823	$565,080	+21.3%	1.35%
CVX	Chevron Corp Energy	Reduced	2,726	-121	$564,009	+30.0%	1.35%
DPZ	Dominos Pizza Inc Consumer Cyclical	Added	1,559	+106	$559,353	−7.6%	1.34%
PKG	Packaging Corp Of America Consumer Cyclical	Added	2,557	+2	$542,646	+3.0%	1.30%
DOX	Amdocs Ltd Technology	Added	8,085	+2,132	$527,627	+10.1%	1.26%
TRV	Travelers Companies, Inc. Financial Services	Held	1,735	0	$506,064	+0.6%	1.21%
PRI	Primerica, Inc. Financial Services	Held	2,000	0	$500,960	−3.1%	1.20%
NVDA	Nvidia Corp Technology	Added	2,750	+118	$479,600	−2.3%	1.15%
ISRG	Intuitive Surgical Inc Healthcare	Held	1,019	0	$469,748	−18.6%	1.12%
UPS	United Parcel Service Inc Industrials	Added	4,706	+416	$462,976	+8.8%	1.11%
JEF	Jefferies Financial Group Inc. Financial Services	Added	10,356	+1,176	$427,392	−24.9%	1.02%
CMCSA	Comcast Corp Communication Services	Added	13,511	+877	$387,900	+9.6%	0.93%
AMZN	Amazon Com Inc Consumer Cyclical	Held	1,748	0	$364,055	−9.8%	0.87%
V	Visa Inc. Financial Services	Reduced	1,069	-174	$323,094	−25.9%	0.77%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	2,149	0	$310,401	+0.8%	0.74%
FFIN	First Financial Bankshares Inc Financial Services	Reduced	9,084	-1,300	$267,523	−13.7%	0.64%
CAT	Caterpillar Inc Industrials	Added	377	+13	$267,089	+28.1%	0.64%
GS	Goldman Sachs Group Inc Financial Services	Held	300	0	$253,797	−3.8%	0.61%
MCD	Mcdonalds Corp Consumer Cyclical	Held	797	0	$247,699	+1.7%	0.59%
IAU	Ishares Gold Trust	Held	2,800	0	$246,848	+8.6%	0.59%
RY	Royal Bank Of Canada Financial Services	Reduced	1,241	-329	$200,768	−25.0%	0.48%