Syverson Strege & Co
Sector Allocation
- Other78.8%$361.6M
- Technology8.3%$38.0M
- Financials4.2%$19.5M
- Healthcare2.0%$9.4M
- Consumer Staples1.9%$8.8M
- Consumer Discretionary1.3%$6.0M
- Energy1.1%$5.0M
- Industrials1.0%$4.8M
- Materials0.4%$1.9M
- Communication Services0.4%$1.9M
AUM History
13fpro.ai/research/fund/syverson-strege-and-co-1682057
Conviction and streaks
Stable · top 10 = 69.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- DIMENSIONAL$141.8M
- DIMENSIONAL$75.9M
- DIMENSIONAL$28.8M
- DIMENSIONAL$19.1M
- DIMENSIONAL$13.9M
- J$10.7M
- DIMENSIONAL$10.4M
- DIMENSIONAL$10.0M
- DIMENSIONAL$5.3M
AAPL
$4.8M- PIMCO$4.8M
NVDA
$4.7M- DIMENSIONAL$4.6M
- DIMENSIONAL$4.1M
- J$3.3M
- ISHARES$3.1M
MU
$2.9MMSFT
$2.7M- J$2.7M
BRK.B
$2.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/syverson-strege-and-co-1682057
Syverson Strege & Co 13F holdings — Q2 2026
$458.9M portfolio (+10.4% QoQ) · 186 holdings · Q2 2026 13F · top 10 are 70% of the stock portfolio
- 1
DIMENSIONAL ETF TRUST - US COR EQU 2 ETF
$141.8M
30.9% of stocks
+0.5%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
DIMENSIONAL ETF TRUST - INTL CORE EQUITY
$75.9M
16.6% of stocks
+0.4%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
DIMENSIONAL ETF TRUST - EMERGING MKTS CO
$28.8M
6.3% of stocks
-5%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
DIMENSIONAL ETF TRUST - US HIGH PROF ETF
$19.1M
4.2% of stocks
+0.6%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
DIMENSIONAL ETF TRUST - GLOBAL REAL EST
$13.9M
3.0% of stocks
+0.5%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF
$10.7M
2.3% of stocks
+14%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
DIMENSIONAL ETF TRUST - US CORE EQT MKT
$10.4M
2.3% of stocks
-7%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
DIMENSIONAL ETF TRUST - US SMALL CAP ETF
$10.0M
2.2% of stocks
-33%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
DIMENSIONAL ETF TRUST - INTL CORE EQT MK
$5.3M
1.2% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— $4.8M
1.0% of stocks
-0.7%This quarter+10.1%Since filed10+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $141.8M | 30.9% | +0.5% | — | — | — | — | |
| 2 | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $75.9M | 16.6% | +0.4% | — | — | — | — | |
| 3 | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | $28.8M | 6.3% | -5% | — | — | — | — | |
| 4 | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | $19.1M | 4.2% | +0.6% | — | — | — | — | |
| 5 | DIMENSIONAL ETF TRUST - GLOBAL REAL EST | $13.9M | 3.0% | +0.5% | — | — | — | — | |
| 6 | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $10.7M | 2.3% | +14% | — | — | — | — | |
| 7 | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $10.4M | 2.3% | -7% | — | — | — | — | |
| 8 | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $10.0M | 2.2% | -33% | — | — | — | — | |
| 9 | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $5.3M | 1.2% | -2% | — | — | — | — | |
| 10 | $4.8M | 1.0% | -0.7% | +10.1% | 10+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial |
All holdings — Syverson Strege & Co (Q2 2026)
186 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | PIMCO ETF TR - ACTIVE BD ETFetf/fund | — | $4.8M | 1.0% | 52K | +0.1% | — | — | 13F |
| 12 | NVIDIA CORP | Technology | $4.7M | 1.0% | 23K | -5% | 7 qtrs | 86.0 | 13F | |
| 13 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP Eetf/fund | — | $4.6M | 1.0% | 132K | -25% | — | — | 13F |
| 14 | — | DIMENSIONAL ETF TRUST - US SUSTAINABILTYetf/fund | — | $4.1M | 0.9% | 88K | -0.1% | — | — | 13F |
| 15 | — | J P MORGAN EXCHANGE TRADED F - INCOME ETFetf/fund | — | $3.3M | 0.7% | 73K | -6% | — | — | 13F |
| 16 | — | ISHARES TR - MSCI USA MIN ETFetf/fund | — | $3.1M | 0.7% | 32K | -4% | — | — | 13F |
| 17 | MICRON TECHNOLOGY INC | Technology | $2.9M | 0.6% | 2,471 | -0.8% | 5 qtrs | 89.7 | 13F | |
| 18 | MICROSOFT CORP | Technology | $2.7M | 0.6% | 7,307 | -14% | 10+ qtrsTrimmed 2 qtrs in a row | 79.8 | 13F | |
| 19 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | — | $2.7M | 0.6% | 53K | +7% | — | — | 13F |
| 20 | BERKSHIRE HATHAWAY INC | Financials | $2.6M | 0.6% | 5,201 | -2% | 10+ qtrs | 73.5 | 13F | |
| 21 | Walmart Inc. | Consumer Staples | $2.5M | 0.6% | 22K | +0.0% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETFetf/fund | — | $2.4M | 0.5% | 29K | +0.1% | — | — | 13F |
| 23 | Meta Platforms, Inc. | Technology | $2.3M | 0.5% | 4,132 | -8% | 7 qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | EXXON MOBIL CORP | Energy | $2.1M | 0.5% | 16K | +0.4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Alphabet Inc. | Technology | $2.1M | 0.5% | 5,877 | +3% | 7 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | DIMENSIONAL ETF TRUST - WORLD EQUITY ETF | — | $2.1M | 0.5% | 25K | -4% | |||
| 27 | $AMZN | AMAZON COM INC | Consumer Discretionary | $2.0M | 0.4% | 8,426 | -8% | |||
| 28 | $INTC | INTEL CORP | Technology | $2.0M | 0.4% | 14K | +6% | |||
| 29 | — | DIMENSIONAL ETF TRUST - INTERNATIONAL | — | $1.9M | 0.4% | 43K | -0.0% | |||
| 30 | $GOOG | Alphabet Inc. | Technology | $1.9M | 0.4% | 5,473 | -0.2% | |||
| 31 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | — | $1.9M | 0.4% | 46K | -10% | |||
| 32 | $JPM | JPMORGAN CHASE & CO | Financials | $1.7M | 0.4% | 5,331 | -1% | |||
| 33 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.6M | 0.3% | 6,303 | -4% | |||
| 34 | — | ISHARES TR - CORE 80 20 ETF | — | $1.6M | 0.3% | 16K | -12% | |||
| 35 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $1.5M | 0.3% | 6,336 | — | |||
| 36 | $ABBV | AbbVie Inc. | Healthcare | $1.5M | 0.3% | 5,870 | -9% | |||
| 37 | $USB | US BANCORP \DE\ | Financials | $1.5M | 0.3% | 24K | -6% | |||
| 38 | $IVZ | Invesco Ltd. | Financials | $1.4M | 0.3% | 6,597 | — | |||
| 39 | $AVGO | Broadcom Inc. | Technology | $1.4M | 0.3% | 3,684 | -3% | |||
| 40 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $1.3M | 0.3% | 16K | — | |||
| 41 | $LRCX | LAM RESEARCH CORP | Technology | $1.1M | 0.3% | 2,618 | -2% | |||
| 42 | $LLY | ELI LILLY & Co | Healthcare | $1.1M | 0.2% | 932 | +0.1% | |||
| 43 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.1M | 0.2% | 1,542 | -4% | |||
| 44 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.1M | 0.2% | 3,889 | -8% | |||
| 45 | $ABT | ABBOTT LABORATORIES | Healthcare | $1.1M | 0.2% | 12K | -15% | |||
| 46 | $C | CITIGROUP INC | Financials | $1.0M | 0.2% | 7,488 | -2% | |||
| 47 | — | ISHARES TR - RUS 1000 ETF | — | $1.0M | 0.2% | 2,529 | — | |||
| 48 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.0M | 0.2% | 8,692 | -4% | |||
| 49 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | — | $1.0M | 0.2% | 4,079 | — | |||
| 50 | $CAT | CATERPILLAR INC | Industrials | $992K | 0.2% | 932 | +0.8% | |||
| 51 | — | PIMCO ETF TR - ENHNCD LW DUR AC | — | $975K | 0.2% | 10K | -0.2% | |||
| 52 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $963K | 0.2% | 12K | -5% | |||
| 53 | $STX | Seagate Technology Holdings plc | Technology | $956K | 0.2% | 991 | -4% | |||
| 54 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $921K | 0.2% | 1,585 | +6% | |||
| 55 | $GS | GOLDMAN SACHS GROUP INC | Financials | $875K | 0.2% | 865 | -3% | |||
| 56 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $863K | 0.2% | 923 | — | |||
| 57 | $KLAC | KLA CORP | Technology | $856K | 0.2% | 2,836 | +845% | |||
| 58 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $788K | 0.2% | 1,896 | -9% | |||
| 59 | $GE | GENERAL ELECTRIC CO | Industrials | $783K | 0.2% | 2,095 | -4% | |||
| 60 | $WDC | WESTERN DIGITAL CORP | Technology | $770K | 0.2% | 1,206 | -5% | |||
| 61 | $CVX | CHEVRON CORP | Energy | $759K | 0.2% | 4,579 | -3% | |||
| 62 | — | PIMCO ETF TR - INTER MUN BD ACT | — | $746K | 0.2% | 14K | -6% | |||
| 63 | $T | AT&T INC. | Communication Services | $745K | 0.2% | 36K | -3% | |||
| 64 | $MA | Mastercard Inc | Financials | $743K | 0.2% | 1,446 | -12% | |||
| 65 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $733K | 0.2% | 13K | -0.9% | |||
| 66 | $EMR | EMERSON ELECTRIC CO | Industrials | $733K | 0.2% | 5,119 | -0.5% | |||
| 67 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $715K | 0.2% | 2,026 | -25% | |||
| 68 | $GLW | CORNING INC /NY | Materials | $707K | 0.1% | 2,766 | -10% | |||
| 69 | — | SPDR SERIES TRUST - ST NUVE HIGH ETF | — | $655K | 0.1% | 26K | -6% | |||
| 70 | — | DIMENSIONAL ETF TRUST - EMER MARK SU ETF | — | $653K | 0.1% | 13K | -0.2% | |||
| 71 | $NFLX | NETFLIX INC | Communication Services | $650K | 0.1% | 9,101 | -4% | |||
| 72 | $SNDK | Sandisk Corp | Technology | $648K | 0.1% | 285 | New | |||
| 73 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $623K | 0.1% | 8,652 | +45% | |||
| 74 | $WSM | WILLIAMS SONOMA INC | Consumer Discretionary | $620K | 0.1% | 2,660 | -2% | |||
| 75 | — | ISHARES U S ETF TR - SHOR DURA BD ETF | — | $612K | 0.1% | 12K | -0.0% | |||
| 76 | $PM | Philip Morris International Inc. | Consumer Staples | $610K | 0.1% | 3,372 | +32% | |||
| 77 | $MPC | Marathon Petroleum Corp | Energy | $603K | 0.1% | 2,360 | -2% | |||
| 78 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $585K | 0.1% | 9,807 | — | |||
| 79 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | — | $581K | 0.1% | 16K | -2% | |||
| 80 | $MRK | Merck & Co., Inc. | Healthcare | $576K | 0.1% | 4,483 | -3% | |||
| 81 | $SO | SOUTHERN CO | Utilities | $544K | 0.1% | 5,686 | +0.1% | |||
| 82 | $GM | General Motors Co | Consumer Discretionary | $535K | 0.1% | 6,947 | -3% | |||
| 83 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $531K | 0.1% | 13K | +18% | |||
| 84 | $BTI | British American Tobacco p.l.c. | Consumer Staples | $526K | 0.1% | 8,524 | +8% | |||
| 85 | $CVS | CVS HEALTH Corp | Healthcare | $518K | 0.1% | 5,011 | -3% | |||
| 86 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $517K | 0.1% | 8,978 | +60% | |||
| 87 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $512K | 0.1% | 3,380 | -2% | |||
| 88 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $505K | 0.1% | 3,446 | -8% | |||
| 89 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $492K | 0.1% | 3,114 | — | |||
| 90 | $CTVA | Corteva, Inc. | Consumer Staples | $488K | 0.1% | 5,759 | +0.1% | |||
| 91 | — | BLACKROCK ETF TRUST II - ISHAR INTER ETF | — | $481K | 0.1% | 20K | — | |||
| 92 | $BNY | Bank of New York Mellon Corp | Financials | $477K | 0.1% | 3,296 | -3% | |||
| 93 | $MCK | MCKESSON CORP | Consumer Staples | $471K | 0.1% | 623 | -2% | |||
| 94 | $V | VISA INC. | Financials | $453K | 0.1% | 1,320 | -4% | |||
| 95 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $437K | 0.1% | 915 | +11% | |||
| 96 | $IVZ | Invesco Ltd. | Financials | $423K | 0.1% | 7,828 | -11% | |||
| 97 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $422K | 0.1% | 3,341 | +4% | |||
| 98 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | — | $415K | 0.1% | 5,942 | +0.3% | |||
| 99 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $396K | 0.1% | 1,200 | -3% | |||
| 100 | $PLTR | Palantir Technologies Inc. | Technology | $392K | 0.1% | 3,363 | +29% | |||
| 101 | $KO | COCA COLA CO | Consumer Staples | $386K | 0.1% | 4,745 | +1% | |||
| 102 | $BBVA | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | Financials | $383K | 0.1% | 15K | -6% | |||
| 103 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $382K | 0.1% | 1,904 | -4% | |||
| 104 | $BCS | BARCLAYS PLC | Financials | $378K | 0.1% | 14K | +5% | |||
| 105 | $GEV | GE Vernova Inc. | Industrials | $376K | 0.1% | 320 | -5% | |||
| 106 | $JBL | JABIL INC | Technology | $374K | 0.1% | 970 | -7% | |||
| 107 | $APH | AMPHENOL CORP /DE/ | Technology | $369K | 0.1% | 2,091 | -15% | |||
| 108 | $VLO | VALERO ENERGY CORP/TX | Energy | $365K | 0.1% | 1,400 | +3% | |||
| 109 | $HPE | Hewlett Packard Enterprise Co | Technology | $361K | 0.1% | 8,004 | -9% | |||
| 110 | $MFG | MIZUHO FINANCIAL GROUP INC | Financials | $360K | 0.1% | 38K | -4% | |||
| 111 | $CSX | CSX CORP | Industrials | $359K | 0.1% | 7,548 | -1% | |||
| 112 | $CAH | CARDINAL HEALTH INC | Consumer Staples | $355K | 0.1% | 1,495 | -3% | |||
| 113 | $DVN | DEVON ENERGY CORP/DE | Energy | $354K | 0.1% | 8,557 | +110% | |||
| 114 | $SAN | Banco Santander, S.A. | Financials | $350K | 0.1% | 25K | -4% | |||
| 115 | $F | FORD MOTOR CO | Consumer Discretionary | $349K | 0.1% | 25K | -9% | |||
| 116 | $ANET | Arista Networks, Inc. | Technology | $347K | 0.1% | 2,044 | -5% | |||
| 117 | $ORCL | ORACLE CORP | Technology | $346K | 0.1% | 2,364 | -10% | |||
| 118 | $RTX | RTX Corp | Industrials | $343K | 0.1% | 1,808 | -0.1% | |||
| 119 | $KR | KROGER CO | Consumer Staples | $343K | 0.1% | 6,176 | -3% | |||
| 120 | $PEP | PEPSICO INC | Consumer Staples | $340K | 0.1% | 2,510 | -16% | |||
| 121 | $TXN | TEXAS INSTRUMENTS INC | Technology | $333K | 0.1% | 1,116 | -0.3% | |||
| 122 | $MS | MORGAN STANLEY | Financials | $331K | 0.1% | 1,582 | +12% | |||
| 123 | $PH | Parker-Hannifin Corp | Industrials | $330K | 0.1% | 337 | -1% | |||
| 124 | $ASML | ASML HOLDING NV | Technology | $326K | 0.1% | 164 | New | |||
| 125 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $325K | 0.1% | 1,486 | -22% | |||
| 126 | $HSBC | HSBC HOLDINGS PLC | Financials | $317K | 0.1% | 3,329 | -7% | |||
| 127 | $AXP | AMERICAN EXPRESS CO | Financials | $312K | 0.1% | 921 | -0.9% | |||
| 128 | $SHEL | Shell plc | Energy | $310K | 0.1% | 3,993 | -4% | |||
| 129 | $NVS | NOVARTIS AG | Healthcare | $308K | 0.1% | 1,964 | -0.5% | |||
| 130 | — | ISHARES TR - CORE 40 MODE ETF | — | $307K | 0.1% | 6,162 | -4% | |||
| 131 | $PFE | PFIZER INC | Healthcare | $306K | 0.1% | 13K | -6% | |||
| 132 | $ALL | ALLSTATE CORP | Financials | $305K | 0.1% | 1,282 | -2% | |||
| 133 | $NEM | NEWMONT Corp /DE/ | Materials | $301K | 0.1% | 3,224 | +27% | |||
| 134 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $295K | 0.1% | 217 | -12% | |||
| 135 | $GIS | GENERAL MILLS INC | Consumer Staples | $284K | 0.1% | 8,159 | New | |||
| 136 | $MCD | MCDONALDS CORP | Consumer Discretionary | $284K | 0.1% | 1,050 | -7% | |||
| 137 | $YUM | YUM BRANDS INC | Consumer Discretionary | $283K | 0.1% | 1,772 | +4% | |||
| 138 | $SMFG | SUMITOMO MITSUI FINANCIAL GROUP, INC. | Financials | $283K | 0.1% | 12K | -0.3% | |||
| 139 | $SU | SUNCOR ENERGY INC | Energy | $280K | 0.1% | 5,207 | -5% | |||
| 140 | — | EATON VANCE TAX-MANAGED DIVE - COM | — | $278K | 0.1% | 19K | +8% | |||
| 141 | $AEE | AMEREN CORP | Utilities | $273K | 0.1% | 2,414 | — | |||
| 142 | $QCOM | QUALCOMM INC/DE | Technology | $268K | 0.1% | 1,448 | -22% | |||
| 143 | — | ISHARES TR - CORE 60 BALA ETF | — | $264K | 0.1% | 3,800 | -2% | |||
| 144 | $AMGN | AMGEN INC | Healthcare | $264K | 0.1% | 728 | -4% | |||
| 145 | $TER | TERADYNE, INC | Technology | $263K | 0.1% | 543 | New | |||
| 146 | $COR | Cencora, Inc. | Consumer Staples | $261K | 0.1% | 921 | -13% | |||
| 147 | $FCX | FREEPORT-MCMORAN INC | Materials | $257K | 0.1% | 4,091 | -0.6% | |||
| 148 | — | ISHARES TR - CORE US AGGBD ET | — | $254K | 0.1% | 2,562 | +0.7% | |||
| 149 | — | DIMENSIONAL ETF TRUST - INTL HIGH PROFIT | — | $252K | 0.1% | 7,396 | — | |||
| 150 | $BHP | BHP Group Ltd | Materials | $250K | 0.1% | 2,996 | -4% |
What changed in Q2 2026
Against the previous quarter's 13F: 22 new, 41 added to, 112 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.
New positions (22)
$SNDKSandisk Corp$648K
first bought this quarter
$ASMLASML HOLDING NV$326K
first bought this quarter
$GISGENERAL MILLS INC$284K
first bought this quarter
$TERTERADYNE, INC$263K
first bought this quarter
$PFGPRINCIPAL FINANCIAL GROUP INC$236K
first bought this quarter
$UNMUnum Group$231K
first bought this quarter
+16 more in the Excel export
Added to (41)
- J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF+14%
now $10.7M
$KLACKLA CORP+845%
now $856K · held 5 qtrs
- DIMENSIONAL ETF TRUST - US COR EQU 2 ETF+0.5%
now $141.8M
- DIMENSIONAL ETF TRUST - INTL CORE EQUITY+0.4%
now $75.9M
$BMYBRISTOL MYERS SQUIBB CO+60%
now $517K · held 3 qtrs, 3 adds in a row
$MOALTRIA GROUP, INC.+45%
now $623K · held 5 qtrs, 2 adds in a row
+35 more in the Excel export
Trimmed (112)
- DIMENSIONAL ETF TRUST - US SMALL CAP ETF-33%
now $10.0M
- DIMENSIONAL ETF TRUST - INTL SMALL CAP E-25%
now $4.6M
- DIMENSIONAL ETF TRUST - EMERGING MKTS CO-5%
now $28.8M
- DIMENSIONAL ETF TRUST - US CORE EQT MKT-7%
now $10.4M
now $2.7M · held 10+ qtrs, 2 trims in a row
now $4.7M · held 7 qtrs
+106 more in the Excel export
Holdings by quarter
Every 13F Syverson Strege & Co has filed, 22 earlier quarters. Pick one to see what it held then.
Is it too late to follow Syverson Strege?
Q2 2026 13F filed with the SEC on Aug 6, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Syverson Strege's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
+2.5%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 6% over the last 4
Top 10 weight
70%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
89%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Syverson Strege & Co disclosed 186 positions worth $458.9M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 22 new positions and exited 5 — including a new stake in $SNDK and a full exit from $HCA. The portfolio is most concentrated in Other (78.8% of disclosed assets). All figures are sourced directly from Syverson Strege & Co’s Form 13F-HR filing with the SEC under CIK 1682057.
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AI-Powered Hedge Fund Analysis: Syverson Strege & Co
13F Pro is an AI hedge fund tracker and stock research platform. For Syverson Strege & Co (SEC CIK: 1682057), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Syverson Strege & Co's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.