Sylvest Advisors, LLC

13F filer · CIK 0002044121

Reported Jul 22, 2026

Net buyer this quarter

13F portfolio value$222MU.S. long equity reported on 13F

Positions537 new · 5 closed

Net flow last quarter+$1.32MBuys minus sells

Top 10 positions weight9.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 22, 202653 positions
MSFTMicrosoft Corp	$8.12M	3.66%	0.00%	+9.3%	Q4 2024
AAPLApple Inc.	$5.16M	2.32%	0.00%	-1.3%	Q4 2024
MRKMerck & Co., Inc.	$1.47M	0.66%	0.00%	-2.6%	Q4 2024
AMGNAmgen Inc	$1.14M	0.51%	0.00%	Not reported	Q4 2024
GOOGLAlphabet Inc.	$1.11M	0.50%	0.00%	-0.9%	Q4 2024
GOOGAlphabet Inc.	$982K	0.44%	Not reported	+0.9%	Q4 2024
BMIBadger Meter Inc	$953K	0.43%	0.02%	New	Q2 2026
TROWPrice T Rowe Group Inc	$912K	0.41%	0.00%	+3.7%	Q1 2026
BALLBALL Corp	$912K	0.41%	0.01%	New	Q2 2026
HSYHershey Co	$900K	0.41%	0.00%	+1.7%	Q4 2024
ADPAutomatic Data Processing Inc	$899K	0.41%	0.00%	New	Q2 2026
PPGPPG Industries Inc	$890K	0.40%	0.00%	-2.3%	Q4 2024
TSLATesla, Inc.	$849K	0.38%	0.00%	+6.5%	Q4 2024
DCIDONALDSON Co INC	$837K	0.38%	0.01%	+1.5%	Q1 2025
TTCToro Co	$835K	0.38%	0.01%	-1.2%	Q1 2025
DPZDominos Pizza Inc	$805K	0.36%	0.01%	+74.3%	Q4 2024
BMYBristol Myers Squibb Co	$798K	0.36%	0.00%	+0.6%	Q1 2026
INTUIntuit Inc.	$782K	0.35%	0.00%	New	Q2 2026
TNCTennant Co	$779K	0.35%	0.05%	+3.6%	Q3 2025
CSLCarlisle Companies Inc	$759K	0.34%	0.01%	+3.5%	Q4 2024
NVDANvidia Corp	$752K	0.34%	0.00%	+36.8%	Q4 2024
MOAltria Group, Inc.	$739K	0.33%	0.00%	-3.3%	Q4 2024
USBUS Bancorp \de\	$730K	0.33%	0.00%	-1.6%	Q4 2024
DMCDel Monte Corp	$728K	0.33%	0.06%	-0.3%	Q2 2025
CMCSAComcast Corp	$692K	0.31%	0.00%	+108.5%	Q4 2024
MRSHMarsh & Mclennan Companies, Inc.	$644K	0.29%	0.00%	+4.9%	Q4 2025
ORCLOracle Corp	$633K	0.29%	0.00%	Not reported	Q3 2025
PKGPackaging Corp of America	$598K	0.27%	0.00%	-1.9%	Q4 2024
WMTWalmart Inc.	$577K	0.26%	0.00%	+1.4%	Q4 2024
SSNCSS&C Technologies Holdings Inc	$576K	0.26%	0.00%	+8.0%	Q4 2024
TRVTravelers Companies, Inc.	$573K	0.26%	0.00%	Not reported	Q4 2024
PRIPrimerica, Inc.	$568K	0.26%	0.01%	Not reported	Q4 2024
XOMExxonMobil Holdings Corp	$557K	0.25%	0.00%	+33.7%	Q4 2024
BRK.BBerkshire Hathaway Inc	$549K	0.25%	Not reported	-45.3%	Q4 2024
JEFJefferies Financial Group Inc.	$529K	0.24%	0.01%	+2.2%	Q4 2024
GGenpact LTD	$525K	0.24%	0.01%	+6.5%	Q4 2024
MOSMosaic Co	$516K	0.23%	0.01%	+9.9%	Q1 2025
UPSUnited Parcel Service Inc	$506K	0.23%	0.00%	Not reported	Q4 2024
DOXAmdocs Ltd	$476K	0.21%	0.01%	+16.5%	Q4 2024
AMZNAmazon Com Inc	$460K	0.21%	0.00%	+10.4%	Q4 2024
AISAntares Pharma, Inc.	$459K	0.21%	Not reported	New	Q2 2026
ACNAccenture plc	$438K	0.20%	0.00%	+9.2%	Q1 2026
CVXChevron Corp	$427K	0.19%	0.00%	-5.5%	Q4 2024
VVisa Inc.	$378K	0.17%	0.00%	+3.0%	Q4 2024
VOTVan Kampen Municipal Opportunity Trust II	$375K	0.17%	Not reported	New	Q2 2026
CATCaterpillar Inc	$366K	0.17%	0.00%	-8.8%	Q4 2024
PGPROCTER & GAMBLE Co	$317K	0.14%	0.00%	+0.6%	Q4 2024
GSGoldman Sachs Group Inc	$314K	0.14%	0.00%	+3.3%	Q2 2025
ISRGIntuitive Surgical Inc	$306K	0.14%	0.00%	-24.5%	Q4 2024
RYRoyal Bank of Canada	$257K	0.12%	0.00%	Not reported	Q4 2024

Q1 2026Reported Apr 22, 202651 positions
MSFTMicrosoft Corp	$7.37M	3.92%	0.00%	+8.4%	Q4 2024
AAPLApple Inc.	$4.58M	2.44%	0.00%	+0.8%	Q4 2024
JNJJohnson & Johnson	$1.43M	0.76%	0.00%	-1.7%	Q4 2024
MRKMerck & Co., Inc.	$1.42M	0.75%	0.00%	-0.5%	Q4 2024
AMGNAmgen Inc	$1.11M	0.59%	0.00%	+0.7%	Q4 2024
DMCDel Monte Corp	$1.05M	0.56%	0.06%	-1.2%	Q2 2025
HSYHershey Co	$1.05M	0.56%	0.00%	+1.1%	Q4 2024
BRK.BBerkshire Hathaway Inc	$961K	0.51%	Not reported	Not reported	Q4 2024
NTAPNetApp, Inc.	$951K	0.51%	0.00%	+6.8%	Q4 2024
GOOGLAlphabet Inc.	$901K	0.48%	0.00%	+0.1%	Q4 2024
ZTSZoetis Inc.	$850K	0.45%	0.00%	+20.0%	Q2 2025
BMYBristol Myers Squibb Co	$835K	0.44%	0.00%	New	Q1 2026
TTCToro Co	$810K	0.43%	0.01%	+3.9%	Q1 2025
PPGPPG Industries Inc	$803K	0.43%	0.00%	+5.9%	Q4 2024
GOOGAlphabet Inc.	$790K	0.42%	Not reported	-0.4%	Q4 2024
DCIDONALDSON Co INC	$780K	0.41%	0.01%	-0.5%	Q1 2025
TSLATesla, Inc.	$704K	0.37%	0.00%	+6.0%	Q4 2024
MOAltria Group, Inc.	$701K	0.37%	0.00%	-1.4%	Q4 2024
TROWPrice T Rowe Group Inc	$697K	0.37%	0.00%	New	Q1 2026
QCOMQualcomm Inc	$694K	0.37%	0.00%	New	Q1 2026
CSLCarlisle Companies Inc	$674K	0.36%	0.01%	+0.3%	Q4 2024
GGenpact LTD	$667K	0.35%	0.01%	-0.7%	Q4 2024
ACNAccenture plc	$639K	0.34%	0.00%	New	Q1 2026
MRSHMarsh & Mclennan Companies, Inc.	$639K	0.34%	0.00%	+5.1%	Q4 2025
USBUS Bancorp \de\	$639K	0.34%	0.00%	-0.4%	Q4 2024
ORCLOracle Corp	$636K	0.34%	0.00%	Not reported	Q3 2025
WMTWalmart Inc.	$624K	0.33%	0.00%	Not reported	Q4 2024
SSNCSS&C Technologies Holdings Inc	$581K	0.31%	0.00%	+13.6%	Q4 2024
TNCTennant Co	$571K	0.30%	0.05%	+20.5%	Q3 2025
MOSMosaic Co	$565K	0.30%	0.01%	+14.6%	Q1 2025
CVXChevron Corp	$564K	0.30%	0.00%	-4.3%	Q4 2024
DPZDominos Pizza Inc	$559K	0.30%	0.00%	+7.3%	Q4 2024
PKGPackaging Corp of America	$543K	0.29%	0.00%	+0.1%	Q4 2024
DOXAmdocs Ltd	$528K	0.28%	0.01%	+35.8%	Q4 2024
XOMExxonMobil Holdings Corp	$517K	0.27%	0.00%	-41.3%	Q4 2024
TRVTravelers Companies, Inc.	$506K	0.27%	0.00%	Not reported	Q4 2024
PRIPrimerica, Inc.	$501K	0.27%	0.01%	Not reported	Q4 2024
NVDANvidia Corp	$480K	0.26%	0.00%	+4.5%	Q4 2024
ISRGIntuitive Surgical Inc	$470K	0.25%	0.00%	Not reported	Q4 2024
UPSUnited Parcel Service Inc	$463K	0.25%	0.00%	+9.7%	Q4 2024
JEFJefferies Financial Group Inc.	$427K	0.23%	0.01%	+12.8%	Q4 2024
CMCSAComcast Corp	$388K	0.21%	0.00%	+6.9%	Q4 2024
AMZNAmazon Com Inc	$364K	0.19%	0.00%	Not reported	Q4 2024
VVisa Inc.	$323K	0.17%	0.00%	-14.0%	Q4 2024
PGPROCTER & GAMBLE Co	$310K	0.17%	0.00%	Not reported	Q4 2024
FFINFirst Financial Bankshares Inc	$268K	0.14%	0.01%	-12.5%	Q4 2024
CATCaterpillar Inc	$267K	0.14%	0.00%	+3.6%	Q4 2024
GSGoldman Sachs Group Inc	$254K	0.13%	0.00%	Not reported	Q2 2025
MCDMcdonalds Corp	$248K	0.13%	0.00%	Not reported	Q4 2024
IAUIshares Gold Trust	$247K	0.13%	0.00%	Not reported	Q3 2025

Q4 2025Reported Jan 20, 202651 positions
MSFTMicrosoft Corp	$8.89M	4.74%	0.00%	+0.1%	Q4 2024
AAPLApple Inc.	$4.87M	2.60%	0.00%	-1.6%	Q4 2024
CMICummins Inc	$1.46M	0.78%	0.00%	-10.2%	Q4 2024
ABBVAbbVie Inc.	$1.3M	0.70%	0.00%	-8.8%	Q4 2024
MRKMerck & Co., Inc.	$1.24M	0.66%	0.00%	-0.8%	Q4 2024
JNJJohnson & Johnson	$1.23M	0.66%	0.00%	+2.2%	Q4 2024
AMGNAmgen Inc	$1.02M	0.55%	0.00%	-4.2%	Q4 2024
BRK.BBerkshire Hathaway Inc	$1.01M	0.54%	Not reported	+0.5%	Q4 2024
RGLDRoyal Gold Inc	$999K	0.53%	0.01%	-6.7%	Q4 2024
GOOGLAlphabet Inc.	$979K	0.52%	0.00%	+0.2%	Q4 2024
DMCDel Monte Corp	$944K	0.50%	0.06%	+5.6%	Q2 2025
NTAPNetApp, Inc.	$932K	0.50%	0.00%	-3.6%	Q4 2024
HSYHershey Co	$907K	0.48%	0.00%	-1.6%	Q4 2024
GOOGAlphabet Inc.	$868K	0.46%	Not reported	Not reported	Q4 2024
GGenpact LTD	$844K	0.45%	0.01%	+3.7%	Q4 2024
ORCLOracle Corp	$842K	0.45%	0.00%	+5.7%	Q3 2025
DCIDONALDSON Co INC	$819K	0.44%	0.01%	+3.1%	Q1 2025
TSLATesla, Inc.	$804K	0.43%	0.00%	Not reported	Q4 2024
ZTSZoetis Inc.	$754K	0.40%	0.00%	+1.0%	Q2 2025
PPGPPG Industries Inc	$727K	0.39%	0.00%	+1.3%	Q4 2024
SSNCSS&C Technologies Holdings Inc	$661K	0.35%	0.00%	+17.9%	Q4 2024
USBUS Bancorp \de\	$658K	0.35%	0.00%	-1.6%	Q4 2024
TTCToro Co	$657K	0.35%	0.01%	-4.1%	Q1 2025
MRSHMarsh & Mclennan Companies, Inc.	$650K	0.35%	0.00%	New	Q4 2025
CSLCarlisle Companies Inc	$645K	0.34%	0.00%	+3.1%	Q4 2024
XOMExxonMobil Holdings Corp	$624K	0.33%	0.00%	-2.3%	Q4 2024
MOAltria Group, Inc.	$621K	0.33%	0.00%	-2.9%	Q4 2024
DPZDominos Pizza Inc	$606K	0.32%	0.00%	+14.0%	Q4 2024
ISRGIntuitive Surgical Inc	$577K	0.31%	0.00%	Not reported	Q4 2024
JEFJefferies Financial Group Inc.	$569K	0.30%	0.00%	-15.8%	Q4 2024
WMTWalmart Inc.	$560K	0.30%	0.00%	-2.1%	Q4 2024
PKGPackaging Corp of America	$527K	0.28%	0.00%	+13.3%	Q4 2024
TNCTennant Co	$526K	0.28%	0.04%	+17.3%	Q3 2025
PRIPrimerica, Inc.	$517K	0.28%	0.01%	Not reported	Q4 2024
TRVTravelers Companies, Inc.	$503K	0.27%	0.00%	Not reported	Q4 2024
NVDANvidia Corp	$491K	0.26%	0.00%	+0.7%	Q4 2024
DOXAmdocs Ltd	$479K	0.26%	0.01%	+5.7%	Q4 2024
MOSMosaic Co	$466K	0.25%	0.01%	-13.5%	Q1 2025
VVisa Inc.	$436K	0.23%	0.00%	-4.2%	Q4 2024
CVXChevron Corp	$434K	0.23%	0.00%	+0.4%	Q4 2024
UPSUnited Parcel Service Inc	$426K	0.23%	0.00%	-19.0%	Q4 2024
AMZNAmazon Com Inc	$403K	0.22%	0.00%	+2.9%	Q4 2024
CAGConagra Brands Inc.	$380K	0.20%	0.00%	-28.1%	Q2 2025
CMCSAComcast Corp	$378K	0.20%	0.00%	-9.0%	Q4 2024
FFINFirst Financial Bankshares Inc	$310K	0.17%	0.01%	Not reported	Q4 2024
PGPROCTER & GAMBLE Co	$308K	0.16%	0.00%	-31.8%	Q4 2024
RYRoyal Bank of Canada	$268K	0.14%	0.00%	-24.2%	Q4 2024
GSGoldman Sachs Group Inc	$264K	0.14%	0.00%	Not reported	Q2 2025
MCDMcdonalds Corp	$244K	0.13%	0.00%	+3.5%	Q4 2024
IAUIshares Gold Trust	$227K	0.12%	0.00%	Not reported	Q3 2025

Q3 2025Reported Oct 31, 202555 positions
MSFTMicrosoft Corp	$9.51M	5.11%	0.00%	Not reported	Q4 2024
AAPLApple Inc.	$4.63M	2.49%	0.00%	-1.3%	Q4 2024
ABBVAbbVie Inc.	$1.45M	0.78%	0.00%	-3.8%	Q4 2024
CMICummins Inc	$1.34M	0.72%	0.00%	-4.9%	Q4 2024
ORCLOracle Corp	$1.15M	0.62%	0.00%	New	Q3 2025
JNJJohnson & Johnson	$1.08M	0.58%	0.00%	+7.1%	Q4 2024
NTAPNetApp, Inc.	$1.07M	0.57%	0.00%	+7.9%	Q4 2024
BRK.BBerkshire Hathaway Inc	$1M	0.54%	Not reported	Not reported	Q4 2024
MRKMerck & Co., Inc.	$1M	0.54%	0.00%	+2.6%	Q4 2024
RGLDRoyal Gold Inc	$966K	0.52%	0.01%	+4.7%	Q4 2024
HSYHershey Co	$948K	0.51%	0.00%	-4.6%	Q4 2024
AMGNAmgen Inc	$920K	0.49%	0.00%	+3.1%	Q4 2024
DMCDel Monte Corp	$871K	0.47%	0.05%	+9.3%	Q2 2025
ZTSZoetis Inc.	$868K	0.47%	0.00%	+13.9%	Q2 2025
TSLATesla, Inc.	$795K	0.43%	0.00%	+33.0%	Q4 2024
MOSMosaic Co	$775K	0.42%	0.01%	+6.5%	Q1 2025
GOOGLAlphabet Inc.	$759K	0.41%	0.00%	-5.7%	Q4 2024
PPGPPG Industries Inc	$736K	0.40%	0.00%	-3.1%	Q4 2024
DCIDONALDSON Co INC	$734K	0.39%	0.01%	-1.9%	Q1 2025
MOAltria Group, Inc.	$732K	0.39%	0.00%	-2.6%	Q4 2024
CMAComerica Inc	$730K	0.39%	0.01%	+0.6%	Q4 2024
GGenpact LTD	$728K	0.39%	0.01%	-2.9%	Q4 2024
JEFJefferies Financial Group Inc.	$713K	0.38%	0.01%	-4.3%	Q4 2024
GOOGAlphabet Inc.	$673K	0.36%	Not reported	-5.2%	Q4 2024
TTCToro Co	$663K	0.36%	0.01%	-0.8%	Q1 2025
CSLCarlisle Companies Inc	$643K	0.35%	0.00%	-5.2%	Q4 2024
USBUS Bancorp \de\	$606K	0.33%	0.00%	+9.5%	Q4 2024
XOMExxonMobil Holdings Corp	$598K	0.32%	0.00%	-13.9%	Q4 2024
SSNCSS&C Technologies Holdings Inc	$569K	0.31%	0.00%	-1.2%	Q4 2024
CAGConagra Brands Inc.	$559K	0.30%	0.01%	-1.7%	Q2 2025
PRIPrimerica, Inc.	$555K	0.30%	0.01%	Not reported	Q4 2024
DPZDominos Pizza Inc	$550K	0.30%	0.00%	+2.8%	Q4 2024
WMTWalmart Inc.	$529K	0.28%	0.00%	-8.9%	Q4 2024
WMBWilliams Companies, Inc.	$517K	0.28%	0.00%	Not reported	Q4 2024
TNCTennant Co	$493K	0.26%	0.03%	New	Q3 2025
PKGPackaging Corp of America	$491K	0.26%	0.00%	-5.5%	Q4 2024
NVDANvidia Corp	$487K	0.26%	0.00%	-22.5%	Q4 2024
TRVTravelers Companies, Inc.	$484K	0.26%	0.00%	-5.7%	Q4 2024
PGPROCTER & GAMBLE Co	$484K	0.26%	0.00%	Not reported	Q4 2024
TXNTexas Instruments Inc	$467K	0.25%	0.00%	Not reported	Q4 2024
DOXAmdocs Ltd	$462K	0.25%	0.01%	+16.8%	Q4 2024
ISRGIntuitive Surgical Inc	$456K	0.24%	0.00%	-16.4%	Q4 2024
VVisa Inc.	$443K	0.24%	0.00%	-6.3%	Q4 2024
UPSUnited Parcel Service Inc	$443K	0.24%	0.00%	-5.6%	Q4 2024
CVXChevron Corp	$440K	0.24%	0.00%	-34.3%	Q4 2024
CMCSAComcast Corp	$436K	0.23%	0.00%	-1.9%	Q4 2024
AMZNAmazon Com Inc	$373K	0.20%	0.00%	Not reported	Q4 2024
FFINFirst Financial Bankshares Inc	$349K	0.19%	0.01%	Not reported	Q4 2024
CATCaterpillar Inc	$333K	0.18%	0.00%	Not reported	Q4 2024
RYRoyal Bank of Canada	$305K	0.16%	0.00%	Not reported	Q4 2024

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