Syverson Strege & CO Portfolio Holdings

Syverson Strege & CO

  • $400 Million
  • Q2 2025

Syverson Strege & CO has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $400 Million distributed in 168 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $125M, Dimensional ETF Tr Dimensional with a value of $69.2M, Dimensional ETF Tr Emerging Mk with a value of $24.3M, Dimensional ETF Tr Dimensional with a value of $18.1M, and Dimensional ETF Tr with a value of $14M.

Examining the 13F form we can see an increase of $110M in the current position value, from $290M to 400M.

Syverson Strege & CO is based out at West Des Moines, IA

Below you can find more details about Syverson Strege & CO portfolio as well as his latest detailed transactions.

Portfolio value $400 Million
ETFs: $316 Million
Technology: $19.7 Million
Financial Services: $17.7 Million
Healthcare: $10 Million
Communication Services: $9.79 Million
Consumer Defensive: $6.78 Million
Consumer Cyclical: $5.42 Million
Energy: $3.84 Million
Other: $5.57 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$4.6 Million 1.15% of portfolio
9,253
Q2 2025 Added 161.16%
$1.78T
$3.73 Million 0.93% of portfolio
5,055
Q2 2025 Added 430.43%
$3.69T
$3.39 Million 0.85% of portfolio
16,512
Q2 2025 Added 93.6%
$456B
$3.18 Million 0.79% of portfolio
20,133
Q2 2025 Added 290.55%
$621B
$3.06 Million 0.76% of portfolio
6,303
Q2 2025 Added 108.23%
$281B
$2.99 Million 0.75% of portfolio
30,554
Q2 2025 Added 150.4%
$2.26T
$1.89 Million 0.47% of portfolio
8,614
Q2 2025 Added 244.84%
$859B
$1.83 Million 0.46% of portfolio
6,301
Q2 2025 Added 212.7%
$442B
$1.81 Million 0.45% of portfolio
16,756
Q2 2025 Added 245.27%
$545B
$1.67 Million 0.42% of portfolio
1,245
Q2 2025 New
$229B
$1.64 Million 0.41% of portfolio
12,074
Q2 2025 Added 29.12%
$210B
$1.47 Million 0.37% of portfolio
4,999
Q2 2025 Added 118.01%
$608B
$1.39 Million 0.35% of portfolio
1,789
Q2 2025 Added 309.38%
$302B
$1.34 Million 0.33% of portfolio
16,714
Q2 2025 Added 470.83%
$405B
$1.29 Million 0.32% of portfolio
3,532
Q2 2025 Added 239.62%
$203B
$1.22 Million 0.3% of portfolio
42,073
Q2 2025 New
$439B
$1.15 Million 0.29% of portfolio
1,162
Q2 2025 Added 243.79%
$351B
$1.11 Million 0.28% of portfolio
6,006
Q2 2025 Added 30.79%
$127B
$1.13 Million 0.28% of portfolio
4,108
Q2 2025 New
$548B
$1.1 Million 0.27% of portfolio
1,953
Q2 2025 Added 319.1%
$452B
$996,000 0.25% of portfolio
6,525
Q2 2025 Added 335.0%
$1.21T
$911,000 0.23% of portfolio
5,175
Q2 2025 Added 259.38%
$245B
$906,000 0.23% of portfolio
2,905
Q2 2025 Added 227.88%
$1.24T
$839,000 0.21% of portfolio
4,734
Q2 2025 Added 266.13%
$185B
$766,000 0.19% of portfolio
9,007
Q2 2025 New
$78.6B
$772,000 0.19% of portfolio
5,794
Q2 2025 Added 11.7%
$381B
$743,000 0.19% of portfolio
15,715
Q2 2025 New
$306B
$772,000 0.19% of portfolio
3,002
Q2 2025 New
$254B
$753,000 0.19% of portfolio
1,064
Q2 2025 New
$368B
$665,000 0.17% of portfolio
4,175
Q2 2025 Added 141.47%
$182B
$591,000 0.15% of portfolio
13,677
Q2 2025 New
$142B
$606,000 0.15% of portfolio
2,272
Q2 2025 New
$102B
$589,000 0.15% of portfolio
6,418
Q2 2025 Added 48.36%
$302B
$588,000 0.15% of portfolio
4,112
Q2 2025 Added 243.81%
$684B
$584,000 0.15% of portfolio
2,674
Q2 2025 Added 64.86%
$293B
$604,000 0.15% of portfolio
8,715
Q2 2025 New
$83.2B
$546,000 0.14% of portfolio
2,570
Q2 2025 New
$261B
$509,000 0.13% of portfolio
2,798
Q2 2025 New
$75.3B
$505,000 0.13% of portfolio
15,477
Q2 2025 Added 11.05%
$94.7B
$447,000 0.11% of portfolio
611
Q2 2025 New
$172B
$424,000 0.11% of portfolio
413
Q2 2025 New
$79.3B
$445,000 0.11% of portfolio
2,679
Q2 2025 New
$367B
$431,000 0.11% of portfolio
3,166
Q2 2025 New
$13.8B
$441,000 0.11% of portfolio
2,705
Q2 2025 Added 8.9%
$551B
$429,000 0.11% of portfolio
1,211
Q2 2025 New
$51B
$448,000 0.11% of portfolio
6,017
Q2 2025 Added 33.18%
$86B
$449,000 0.11% of portfolio
6,521
Q2 2025 New
$85.6B
$390,000 0.1% of portfolio
1,180
Q2 2025 New
$52.6B
$384,000 0.1% of portfolio
5,367
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 168
  • Current Value $400 Million
  • Prior Value $290 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 91 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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