Syverson Strege & Co
SEC Form 13F institutional filer · CIK 0001682057
13F-HR · 110 reported holdings · 2026-03-31
Reported long-US-equity value
$0.08B
Top-10 concentration
34.7%
Syverson Strege & Co — $81.3M AUM allocation strategy
Syverson Strege & Co files SEC Form 13F and reports $81.3M of long US equity value across 110 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 17.0%, followed by Financials 8.8% and Communication Services 8.4%.
The top 10 holdings account for 35% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Syverson Strege & Co — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$81.3M
total across 110 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
35% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$NVDA +2.1K sh · +$95.4K+$VTRS +1.5K sh · +$32.4K+$GOOGL +1.04K sh · +$179K
Biggest trims (shares)
−$IVV −5.82K sh · −$433K−$AMAT −1.51K sh · +$60.9K−$NFLX −1.29K sh · −$98.5K
Exited to nil (held last quarter, gone now)
$ELV ($257K last qtr)$INTU ($254K last qtr)$APP ($231K last qtr)$NOW ($224K last qtr)$DIS ($217K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services7.1%—
- Semiconductors6.7%—
- Technology Hardware, Storage & Peripherals5.2%—
- Systems Software3.9%—
- Diversified Banks3.6%—
- Consumer Staples Merchandise Retail3.4%—
- Integrated Oil & Gas3.3%—
- Multi-Sector Holdings3.1%—
- Other holdings63.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 24.6K | $4.28M | +2.1K | 5.3% |
| $AAPL | Apple Inc | 16.6K | $4.22M | +497 | 5.2% |
| $MSFT | Microsoft Corporation | 8.53K | $3.16M | -475 | 3.9% |
| $WMT | Walmart Inc | 22.3K | $2.77M | -371 | 3.4% |
| $XOM | ExxonMobil Holdings Corporation | 15.6K | $2.65M | +98 | 3.3% |
| $META | Meta Platforms Inc | 4.49K | $2.57M | -163 | 3.2% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 5.29K | $2.54M | -46 | 3.1% |
| $AMZN | Amazon.com Inc | 9.19K | $1.91M | +552 | 2.4% |
| $IVZ | Invesco Ltd | 15.4K | $1.68M | +5 | 2.1% |
…and 101 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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