Syverson Strege & CO Portfolio Holdings by Sector

Syverson Strege & CO

$400 Million
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAC DFIC DFEM DUHP DFAU DFAS JPST DFAI 36 stocks	$315,991 80.05% of portfolio	23	7	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM WFC C BAC BBVA SAN SMFG HSBC 11 stocks	$6,546 1.66% of portfolio	11	-	9	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL GOOG SPOT 4 stocks	$5,705 1.45% of portfolio	4	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO INTC QCOM MU TXN AMD 7 stocks	$5,699 1.44% of portfolio	7	-	6	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL PLTR 3 stocks	$5,617 1.42% of portfolio	3	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY ABBV JNJ MRK PFE GILD BMY AMGN 8 stocks	$5,014 1.27% of portfolio	8	-	5	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$4,137 1.05% of portfolio	2	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL LPL 2 stocks	$3,433 0.87% of portfolio	2	-	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B AIG 2 stocks	$3,400 0.86% of portfolio	2	-	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX SHEL SU 4 stocks	$2,947 0.75% of portfolio	4	-	2	-	0 Calls 0 Puts
Credit Services \| Financial Services MA COF V AXP 4 stocks	$2,431 0.62% of portfolio	4	-	3	-	0 Calls 0 Puts
Telecom Services \| Communication Services T VZ CMCSA 3 stocks	$2,092 0.53% of portfolio	3	-	3	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH CVS CI ELV 4 stocks	$2,092 0.53% of portfolio	4	-	3	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX DIS 2 stocks	$1,989 0.5% of portfolio	2	-	2	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials EMR GE PH ETN 4 stocks	$1,986 0.5% of portfolio	4	-	3	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1,889 0.48% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM ACN 2 stocks	$1,689 0.43% of portfolio	2	-	1	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT 1 stocks	$1,642 0.42% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR TRV ALL CB 4 stocks	$1,609 0.41% of portfolio	4	-	4	-	0 Calls 0 Puts
Banks—Regional \| Financial Services USB MFG LYG 3 stocks	$1,494 0.38% of portfolio	2	1	2	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$1,294 0.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology NOW SAP INTU 3 stocks	$1,158 0.29% of portfolio	3	-	3	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO MSI HPE NOK 4 stocks	$1,133 0.29% of portfolio	4	-	4	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS MS NMR 3 stocks	$1,131 0.29% of portfolio	3	-	3	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities SO AEE NEE 3 stocks	$1,040 0.26% of portfolio	3	-	1	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$886 0.22% of portfolio	2	-	2	-	0 Calls 0 Puts
Asset Management \| Financial Services BK ETY PDI 3 stocks	$799 0.2% of portfolio	2	-	1	-	0 Calls 0 Puts
Railroads \| Industrials CSX UNP 2 stocks	$707 0.18% of portfolio	2	-	1	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO 2 stocks	$706 0.18% of portfolio	2	-	1	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT KLAC 2 stocks	$704 0.18% of portfolio	2	-	2	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$665 0.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy MPC VLO 2 stocks	$660 0.17% of portfolio	2	-	2	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical WSM CASY 2 stocks	$643 0.16% of portfolio	2	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical GM F 2 stocks	$623 0.16% of portfolio	2	-	2	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK ABC 2 stocks	$604 0.15% of portfolio	2	-	2	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD YUM 2 stocks	$577 0.15% of portfolio	2	-	2	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials CTVA 1 stocks	$448 0.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$395 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive KR 1 stocks	$384 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$355 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$325 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX 1 stocks	$294 0.07% of portfolio	1	-	1	-	0 Calls 0 Puts
Biotechnology \| Healthcare VRTX 1 stocks	$282 0.07% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Life \| Financial Services AFL 1 stocks	$276 0.07% of portfolio	1	-	1	-	0 Calls 0 Puts
Electronic Components \| Technology APH 1 stocks	$245 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP 1 stocks	$229 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare HCA 1 stocks	$228 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials DD 1 stocks	$209 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Industrial Distribution \| Industrials GWW 1 stocks	$208 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Pharmaceutical Retailers \| Healthcare WBA 1 stocks	$139 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts

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Syverson Strege & CO Portfolio Holdings by Sector

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