Syverson Strege & Co

13F filer · CIK 0001682057

Reported Aug 6, 2026

Net buyer this quarter

13F portfolio value$459MU.S. long equity reported on 13F

Positions14621 new · 5 closed

Net flow last quarter+$1.76MBuys minus sells

Top 10 positions weight6.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 6, 2026146 positions
AAPLApple Inc.	$4.77M	1.04%	0.00%	-0.7%	Q4 2020
NVDANvidia Corp	$4.67M	1.02%	0.00%	-5.0%	Q3 2021
MUMicron Technology Inc	$2.85M	0.62%	0.00%	-0.8%	Q3 2021
MSFTMicrosoft Corp	$2.73M	0.59%	0.00%	-14.3%	Q1 2021
BRK.BBerkshire Hathaway Inc	$2.6M	0.57%	Not reported	-1.8%	Q4 2020
WMTWalmart Inc.	$2.52M	0.55%	0.00%	0.0%	Q4 2020
METAMeta Platforms, Inc.	$2.33M	0.51%	Not reported	-8.0%	Q3 2021
XOMExxonMobil Holdings Corp	$2.15M	0.47%	0.00%	+0.4%	Q4 2020
GOOGLAlphabet Inc.	$2.1M	0.46%	0.00%	+3.4%	Q2 2024
AMZNAmazon Com Inc	$2.01M	0.44%	0.00%	-8.3%	Q4 2020
INTCIntel Corp	$1.97M	0.43%	0.00%	+6.0%	Q1 2021
GOOGAlphabet Inc.	$1.93M	0.42%	Not reported	-0.2%	Q3 2021
JPMJPMorgan Chase & Co	$1.74M	0.38%	0.00%	-1.1%	Q3 2021
JNJJohnson & Johnson	$1.6M	0.35%	0.00%	-3.6%	Q4 2020
ABBVAbbVie Inc.	$1.48M	0.32%	0.00%	-9.5%	Q3 2021
USBUS Bancorp \de\	$1.47M	0.32%	0.00%	-5.8%	Q4 2020
AVGOBroadcom Inc.	$1.39M	0.30%	0.00%	-3.2%	Q2 2022
LRCXLam Research Corp	$1.13M	0.25%	0.00%	-1.6%	Q3 2021
LLYELI LILLY & Co	$1.12M	0.24%	0.00%	+0.1%	Q4 2020
AMATApplied Materials Inc	$1.11M	0.24%	0.00%	-4.2%	Q1 2021
IBMInternational Business Machines Corp	$1.09M	0.24%	0.00%	-7.6%	Q4 2020
ABTAbbott Laboratories	$1.09M	0.24%	0.00%	-15.1%	Q4 2020
CCitigroup Inc	$1.05M	0.23%	0.00%	-2.4%	Q4 2020
CSCOCisco Systems, Inc.	$1.02M	0.22%	0.00%	-4.1%	Q4 2020
CATCaterpillar Inc	$992K	0.22%	0.00%	+0.8%	Q2 2022
WFCWells Fargo & Company	$963K	0.21%	0.00%	-5.4%	Q4 2020
STXSeagate Technology Holdings plc	$956K	0.21%	0.00%	-3.9%	Q3 2021
AMDAdvanced Micro Devices Inc	$921K	0.20%	0.00%	+6.4%	Q4 2022
GSGoldman Sachs Group Inc	$875K	0.19%	0.00%	-3.1%	Q3 2021
COSTCostco Wholesale Corp	$863K	0.19%	0.00%	Not reported	Q4 2020
KLACKla Corp	$856K	0.19%	0.00%	-5.5%	Q1 2023
UNHUnitedhealth Group Inc	$788K	0.17%	0.00%	-8.9%	Q4 2020
GEGeneral Electric Co	$783K	0.17%	0.00%	-4.4%	Q3 2021
WDCWestern Digital Corp	$770K	0.17%	0.00%	-4.7%	Q3 2021
CVXChevron Corp	$759K	0.17%	0.00%	-3.5%	Q4 2020
TAt&T Inc.	$745K	0.16%	0.00%	-3.0%	Q4 2020
MAMastercard Inc	$743K	0.16%	0.00%	-12.3%	Q4 2020
BACBank of America Corp	$733K	0.16%	0.00%	-0.9%	Q4 2020
EMREmerson Electric Co	$733K	0.16%	0.00%	-0.5%	Q4 2020
HDHome Depot, Inc.	$715K	0.16%	0.00%	-24.9%	Q4 2020
GLWCorning Inc	$707K	0.15%	0.00%	-9.7%	Q4 2025
NFLXNetflix Inc	$650K	0.14%	0.00%	-4.0%	Q1 2023
SNDKSandisk Corp	$648K	0.14%	0.00%	New	Q2 2026
MOAltria Group, Inc.	$623K	0.14%	0.00%	+44.9%	Q4 2020
WSMWilliams Sonoma Inc	$620K	0.14%	0.00%	-2.2%	Q4 2020
PMPhilip Morris International Inc.	$610K	0.13%	0.00%	+32.5%	Q4 2021
MPCMarathon Petroleum Corp	$603K	0.13%	0.00%	-2.3%	Q4 2020
DFAXGulf Resources, Inc.	$581K	0.13%	Not reported	-1.5%	Q3 2021
MRKMerck & Co., Inc.	$576K	0.13%	0.00%	-2.9%	Q4 2020
SOSouthern Co	$544K	0.12%	0.00%	+0.1%	Q4 2020

Q1 2026Reported May 4, 2026130 positions
NVDANvidia Corp	$4.28M	1.03%	0.00%	+9.4%	Q3 2021
AAPLApple Inc.	$4.22M	1.01%	0.00%	+3.1%	Q4 2020
MSFTMicrosoft Corp	$3.16M	0.76%	0.00%	-5.3%	Q1 2021
WMTWalmart Inc.	$2.77M	0.67%	0.00%	-1.6%	Q4 2020
XOMExxonMobil Holdings Corp	$2.65M	0.64%	0.00%	+0.6%	Q4 2020
METAMeta Platforms, Inc.	$2.57M	0.62%	Not reported	-3.5%	Q3 2021
BRK.BBerkshire Hathaway Inc	$2.54M	0.61%	Not reported	-0.9%	Q4 2020
AMZNAmazon Com Inc	$1.91M	0.46%	0.00%	+6.4%	Q4 2020
GOOGLAlphabet Inc.	$1.63M	0.39%	0.00%	+6.5%	Q2 2024
JNJJohnson & Johnson	$1.6M	0.38%	0.00%	-1.2%	Q4 2020
JPMJPMorgan Chase & Co	$1.58M	0.38%	0.00%	-0.4%	Q3 2021
GOOGAlphabet Inc.	$1.57M	0.38%	Not reported	+23.5%	Q3 2021
ABTAbbott Laboratories	$1.45M	0.35%	0.00%	-2.6%	Q4 2020
ABBVAbbVie Inc.	$1.41M	0.34%	0.00%	-1.3%	Q3 2021
USBUS Bancorp \de\	$1.34M	0.32%	0.00%	0.0%	Q4 2020
AVGOBroadcom Inc.	$1.18M	0.28%	0.00%	+1.1%	Q2 2022
TAt&T Inc.	$1.08M	0.26%	0.00%	-0.4%	Q4 2020
IBMInternational Business Machines Corp	$1.02M	0.25%	0.00%	-9.7%	Q4 2020
CVXChevron Corp	$981K	0.24%	0.00%	+27.4%	Q4 2020
WFCWells Fargo & Company	$981K	0.24%	0.00%	-0.1%	Q4 2020
COSTCostco Wholesale Corp	$920K	0.22%	0.00%	-5.5%	Q4 2020
NFLXNetflix Inc	$911K	0.22%	0.00%	-12.0%	Q1 2023
HDHome Depot, Inc.	$887K	0.21%	0.00%	-9.2%	Q4 2020
CCitigroup Inc	$870K	0.21%	0.00%	-2.2%	Q4 2020
LLYELI LILLY & Co	$856K	0.21%	0.00%	-2.1%	Q4 2020
MUMicron Technology Inc	$842K	0.20%	0.00%	+15.7%	Q3 2021
MAMastercard Inc	$824K	0.20%	0.00%	-6.2%	Q4 2020
GSGoldman Sachs Group Inc	$755K	0.18%	0.00%	-2.4%	Q3 2021
CSCOCisco Systems, Inc.	$703K	0.17%	0.00%	+0.4%	Q4 2020
EMREmerson Electric Co	$674K	0.16%	0.00%	-5.5%	Q4 2020
CATCaterpillar Inc	$656K	0.16%	0.00%	+10.0%	Q2 2022
BACBank of America Corp	$633K	0.15%	0.00%	-2.8%	Q4 2020
GEGeneral Electric Co	$622K	0.15%	0.00%	-9.1%	Q3 2021
MPCMarathon Petroleum Corp	$590K	0.14%	0.00%	-0.5%	Q4 2020
INTCIntel Corp	$589K	0.14%	0.00%	+7.0%	Q1 2021
LRCXLam Research Corp	$569K	0.14%	0.00%	+29.4%	Q3 2021
UNHUnitedhealth Group Inc	$563K	0.14%	0.00%	-16.1%	Q4 2020
MRKMerck & Co., Inc.	$556K	0.13%	0.00%	+11.5%	Q4 2020
AMATApplied Materials Inc	$550K	0.13%	0.00%	-18.7%	Q1 2021
MCKMckesson Corp	$549K	0.13%	0.00%	+3.3%	Q4 2025
TJXTJX Companies Inc	$549K	0.13%	0.00%	+3.0%	Q1 2023
SOSouthern Co	$548K	0.13%	0.00%	-6.0%	Q4 2020
PGPROCTER & GAMBLE Co	$544K	0.13%	0.00%	-0.3%	Q4 2020
DFAXGulf Resources, Inc.	$544K	0.13%	Not reported	+7.5%	Q3 2021
VZVerizon Communications Inc	$533K	0.13%	0.00%	-6.3%	Q4 2020
GMGeneral Motors Co	$533K	0.13%	0.00%	+3.3%	Q3 2021
WSMWilliams Sonoma Inc	$496K	0.12%	0.00%	-1.1%	Q4 2020
CTVACorteva, Inc.	$482K	0.12%	0.00%	-0.4%	Q4 2020
PEPPepsico Inc	$466K	0.11%	0.00%	+12.2%	Q4 2020
KRKroger Co	$463K	0.11%	0.00%	+6.7%	Q3 2021

Q4 2025Reported Feb 9, 2026127 positions
AAPLApple Inc.	$4.38M	1.04%	0.00%	Not reported	Q4 2020
MSFTMicrosoft Corp	$4.35M	1.03%	0.00%	Not reported	Q1 2021
NVDANvidia Corp	$4.19M	0.99%	0.00%	Not reported	Q3 2021
METAMeta Platforms, Inc.	$3.07M	0.73%	Not reported	Not reported	Q3 2021
BRK.BBerkshire Hathaway Inc	$2.68M	0.64%	Not reported	Not reported	Q4 2020
WMTWalmart Inc.	$2.52M	0.60%	0.00%	Not reported	Q4 2020
AMZNAmazon Com Inc	$1.99M	0.47%	0.00%	Not reported	Q4 2020
XOMExxonMobil Holdings Corp	$1.87M	0.44%	0.00%	Not reported	Q4 2020
ABTAbbott Laboratories	$1.82M	0.43%	0.00%	Not reported	Q4 2020
JPMJPMorgan Chase & Co	$1.74M	0.41%	0.00%	Not reported	Q3 2021
GOOGLAlphabet Inc.	$1.67M	0.40%	0.00%	Not reported	Q2 2024
ABBVAbbVie Inc.	$1.5M	0.36%	0.00%	Not reported	Q3 2021
GOOGAlphabet Inc.	$1.39M	0.33%	Not reported	Not reported	Q3 2021
IBMInternational Business Machines Corp	$1.38M	0.33%	0.00%	Not reported	Q4 2020
USBUS Bancorp \de\	$1.37M	0.33%	0.00%	Not reported	Q4 2020
JNJJohnson & Johnson	$1.37M	0.32%	0.00%	Not reported	Q4 2020
AVGOBroadcom Inc.	$1.3M	0.31%	0.00%	Not reported	Q2 2022
WFCWells Fargo & Company	$1.15M	0.27%	0.00%	Not reported	Q4 2020
LLYELI LILLY & Co	$1.02M	0.24%	0.00%	Not reported	Q4 2020
HDHome Depot, Inc.	$1.02M	0.24%	0.00%	Not reported	Q4 2020
NFLXNetflix Inc	$1.01M	0.24%	0.00%	Not reported	Q1 2023
MAMastercard Inc	$1M	0.24%	0.00%	Not reported	Q4 2020
TAt&T Inc.	$926K	0.22%	0.00%	Not reported	Q4 2020
CCitigroup Inc	$916K	0.22%	0.00%	Not reported	Q4 2020
COSTCostco Wholesale Corp	$843K	0.20%	0.00%	Not reported	Q4 2020
UNHUnitedhealth Group Inc	$819K	0.19%	0.00%	Not reported	Q4 2020
GSGoldman Sachs Group Inc	$804K	0.19%	0.00%	Not reported	Q3 2021
GEGeneral Electric Co	$742K	0.18%	0.00%	Not reported	Q3 2021
BACBank of America Corp	$734K	0.17%	0.00%	Not reported	Q4 2020
EMREmerson Electric Co	$723K	0.17%	0.00%	Not reported	Q4 2020
ORCLOracle Corp	$712K	0.17%	0.00%	Not reported	Q4 2020
CSCOCisco Systems, Inc.	$696K	0.16%	0.00%	Not reported	Q4 2020
MUMicron Technology Inc	$615K	0.15%	0.00%	Not reported	Q3 2021
CVXChevron Corp	$567K	0.13%	0.00%	Not reported	Q4 2020
GMGeneral Motors Co	$563K	0.13%	0.00%	Not reported	Q3 2021
PGPROCTER & GAMBLE Co	$541K	0.13%	0.00%	Not reported	Q4 2020
SOSouthern Co	$527K	0.12%	0.00%	Not reported	Q4 2020
TJXTJX Companies Inc	$512K	0.12%	0.00%	Not reported	Q1 2023
AMATApplied Materials Inc	$508K	0.12%	0.00%	Not reported	Q1 2021
MCKMckesson Corp	$504K	0.12%	0.00%	New	Q4 2025
COFCapital One Financial Corp	$501K	0.12%	0.00%	Not reported	Q3 2021
PLTRPalantir Technologies Inc.	$498K	0.12%	0.00%	Not reported	Q3 2021
WSMWilliams Sonoma Inc	$491K	0.12%	0.00%	Not reported	Q4 2020
DFAXGulf Resources, Inc.	$487K	0.12%	Not reported	Not reported	Q3 2021
CATCaterpillar Inc	$482K	0.11%	0.00%	Not reported	Q2 2022
VZVerizon Communications Inc	$462K	0.11%	0.00%	Not reported	Q4 2020
CVSCVS HEALTH Corp	$462K	0.11%	0.00%	Not reported	Q3 2021
INTCIntel Corp	$460K	0.11%	0.00%	Not reported	Q1 2021
BTIBritish American Tobacco p.l.c.	$452K	0.11%	0.00%	Not reported	Q3 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$447K	0.11%	Not reported	Not reported	Q2 2022

Q1 2025Reported May 13, 202538 positions
AAPLApple Inc.	$1.89M	0.61%	0.00%	+4.6%	Q4 2020
BRK.BBerkshire Hathaway Inc	$1.61M	0.52%	Not reported	+0.6%	Q4 2020
MSFTMicrosoft Corp	$1.33M	0.43%	0.00%	+103.5%	Q1 2021
ABTAbbott Laboratories	$1.24M	0.40%	0.00%	+0.4%	Q4 2020
USBUS Bancorp \de\	$1.23M	0.39%	0.00%	-0.8%	Q4 2020
WMTWalmart Inc.	$1.07M	0.34%	0.00%	+1.2%	Q4 2020
ABBVAbbVie Inc.	$962K	0.31%	0.00%	+0.8%	Q3 2021
XOMExxonMobil Holdings Corp	$577K	0.19%	0.00%	+3.6%	Q4 2020
IBMInternational Business Machines Corp	$570K	0.18%	0.00%	+3.3%	Q4 2020
EMREmerson Electric Co	$569K	0.18%	0.00%	-8.8%	Q4 2020
NVDANvidia Corp	$559K	0.18%	0.00%	-10.8%	Q3 2021
METAMeta Platforms, Inc.	$549K	0.18%	Not reported	+10.7%	Q3 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$502K	0.16%	Not reported	+41.4%	Q2 2022
JPMJPMorgan Chase & Co	$494K	0.16%	0.00%	+3.0%	Q3 2021
AMZNAmazon Com Inc	$475K	0.15%	0.00%	+0.4%	Q4 2020
UNHUnitedhealth Group Inc	$464K	0.15%	0.00%	+2.1%	Q4 2020
CSXCSX Corp	$410K	0.13%	0.00%	+0.7%	Q4 2020
SOSouthern Co	$398K	0.13%	0.00%	+1.5%	Q4 2020
DFAXGulf Resources, Inc.	$395K	0.13%	Not reported	Not reported	Q3 2021
WSMWilliams Sonoma Inc	$393K	0.13%	0.00%	+1.5%	Q4 2020
HDHome Depot, Inc.	$381K	0.12%	0.00%	-0.5%	Q4 2020
LLYELI LILLY & Co	$361K	0.12%	0.00%	+5.3%	Q4 2020
COSTCostco Wholesale Corp	$320K	0.10%	0.00%	+4.3%	Q4 2020
PGPROCTER & GAMBLE Co	$295K	0.09%	0.00%	+2.4%	Q4 2020
CTVACorteva, Inc.	$284K	0.09%	0.00%	-13.2%	Q4 2020
MAMastercard Inc	$256K	0.08%	0.00%	+13.1%	Q4 2020
ETYEaton Vance Tax-Managed Diversified Equity Income Fund	$252K	0.08%	Not reported	Not reported	Q4 2020
SPABASTROTECH Corp	$251K	0.08%	Not reported	+0.7%	Q4 2020
JNJJohnson & Johnson	$249K	0.08%	0.00%	+7.6%	Q4 2020
PDIPIMCO Dynamic Income Fund	$248K	0.08%	Not reported	+3.0%	Q4 2020
PEPPepsico Inc	$233K	0.07%	0.00%	+3.9%	Q4 2020
ORCLOracle Corp	$227K	0.07%	0.00%	-0.1%	Q4 2020
AEEAmeren Corp	$223K	0.07%	0.00%	Not reported	Q4 2020
GOOGLAlphabet Inc.	$223K	0.07%	0.00%	+9.7%	Q2 2024
WFCWells Fargo & Company	$210K	0.07%	0.00%	-0.7%	Q4 2020
GOOGAlphabet Inc.	$202K	0.06%	Not reported	+18.2%	Q3 2021
CVXChevron Corp	$200K	0.06%	0.00%	Not reported	Q4 2020
EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund	$172K	0.06%	Not reported	+0.1%	Q4 2020

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