Sylvest Advisors, LLC
Filing Date
Global Rank
#6,684
/ 8,232
▲ 158
Top Industry
Software - Infrastructure
22.5%
3Y Alpha vs SPY
-6.5%
Period ended 2 months ago
Filed Apr 22, 2026 · 53d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+14.5%
SPY
+23.4%
Annualised alpha
-6.5%
Max drawdown
−16.1%
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
50 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
17.4%
−2.0 pts
Top 5
37.6%
−1.3 pts
Top 10
49.2%
−1.1 pts
HHI
548
Diversified−63
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 40.4% | $17,130,142 |
| Healthcare | 14.4% | $6,108,301 |
| Financial Services | 12.8% | $5,415,155 |
| Consumer Defensive | 8.8% | $3,736,700 |
| Industrials | 8.4% | $3,564,921 |
| Consumer Cyclical | 5.7% | $2,418,219 |
| Basic Materials | 3.2% | $1,367,641 |
| Communication Services | 3.0% | $1,288,825 |
| Energy | 2.6% | $1,080,623 |
| Unclassified | 0.6% | $246,848 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
23 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| XOM | Exxon Mobil Corp | −2,139 | 3,045 | $516,614 | |
| FFIN | First Financial Bankshares Inc | −1,300 | 9,084 | $267,523 | |
| RY | Royal Bank Of Canada | −329 | 1,241 | $200,768 | |
| FDP | Fresh Del Monte Produce Inc | −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. | |||||
Sold Out
Positions the filer fully exited
5 positions
10 positions ·
$17,130,142 total
· Technology only
· 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Added | 19,923 | $7,374,896 | 43.05% | |
| AAPL |
Apple Inc.
Technology
|
Added | 18,048 | $4,580,401 | 26.74% | |
| NTAP |
NetApp, Inc.
Technology
|
Added | 9,287 | $950,895 | 5.55% | |
| QCOM |
Qualcomm Inc/De
Technology
|
NEW | 5,388 | $693,866 | 4.05% | |
| G |
Genpact LTD
Technology
|
Reduced | 17,906 | $666,998 | 3.89% | |
| ACN |
Accenture plc
Technology
|
NEW | 3,224 | $639,286 | 3.73% | |
| ORCL |
Oracle Corp
Technology
|
Held | 4,322 | $635,809 | 3.71% | |
| SSNC |
SS&C Technologies Holdings Inc
Technology
|
Added | 8,595 | $580,764 | 3.39% | |
| DOX |
Amdocs Ltd
Technology
|
Added | 8,085 | $527,627 | 3.08% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 2,750 | $479,600 | 2.80% |