Syverson Strege & CO Portfolio Holdings

Syverson Strege & CO

  • $394 Million
  • Q3 2025

Syverson Strege & CO has filed its 13F form on December 01, 2025 for Q3 2025 where it was disclosed a total value porftolio of $394 Million distributed in 165 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 $126M, Dimensional ETF Tr Dimensional with a value of $68.2M, Dimensional ETF Tr Emerging Mk with a value of $24.5M, Dimensional ETF Tr Dimensional with a value of $17.6M, and Dimensional ETF Tr U S Small C with a value of $12.2M.

Examining the 13F form we can see an decrease of $5.78M in the current position value, from $400M to 394M.

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 $394 Million
ETFs: $311 Million
Technology: $22.5 Million
Financial Services: $16.9 Million
Communication Services: $9.25 Million
Healthcare: $8.99 Million
Consumer Defensive: $6.27 Million
Consumer Cyclical: $5.94 Million
Energy: $3.87 Million
Other: $4.96 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$126 Million 31.83% of portfolio
3,255,533
Q3 2025 Reduced 6.83%
$0
$68.2 Million 17.29% of portfolio
2,079,307
Q3 2025 Reduced 6.64%
$0
$24.5 Million 6.21% of portfolio
764,056
Q3 2025 Reduced 6.73%
$0
$17.6 Million 4.46% of portfolio
466,177
Q3 2025 Reduced 8.21%
$0
$12.2 Million 3.09% of portfolio
178,004
Q3 2025 Reduced 4.87%
$0
$11.9 Million 3.02% of portfolio
260,203
Q3 2025 Reduced 21.48%
$0
$8.66 Million 2.2% of portfolio
170,790
Q3 2025 Added 3.78%
$0
$5.94 Million 1.51% of portfolio
187,909
Q3 2025 Reduced 2.94%
$0
$5.88 Million 1.49% of portfolio
161,708
Q3 2025 Reduced 16.39%
$0
$5.68 Million 1.44% of portfolio
60,793
Q3 2025 Reduced 8.26%
$3.78T
$4.7 Million 1.19% of portfolio
9,070
Q3 2025 Reduced 1.98%
$4.3T
$4.25 Million 1.08% of portfolio
16,675
Q3 2025 Added 0.99%
$0
$4.26 Million 1.08% of portfolio
91,827
Q3 2025 Reduced 6.96%
$465B
$3.73 Million 0.94% of portfolio
19,968
Q3 2025 Reduced 0.82%
$1.37T
$3.5 Million 0.89% of portfolio
4,765
Q3 2025 Reduced 5.74%
$0
$3.21 Million 0.81% of portfolio
33,706
Q3 2025 Reduced 3.52%
$0
$2.54 Million 0.64% of portfolio
49,722
Q3 2025 Added 0.11%
$279B
$2.53 Million 0.64% of portfolio
24,503
Q3 2025 Reduced 19.8%
$0
$2.28 Million 0.58% of portfolio
31,543
Q3 2025 Reduced 31.84%
$0
$1.96 Million 0.5% of portfolio
62,277
Q3 2025 Reduced 4.24%
$0
$1.92 Million 0.49% of portfolio
21,778
Q3 2025 Reduced 4.03%
$490B
$1.8 Million 0.46% of portfolio
15,973
Q3 2025 Reduced 4.67%
$2.39T
$1.82 Million 0.46% of portfolio
8,271
Q3 2025 Reduced 3.98%
$881B
$1.75 Million 0.44% of portfolio
5,550
Q3 2025 Reduced 11.92%
$228B
$1.6 Million 0.4% of portfolio
11,917
Q3 2025 Reduced 1.3%
$414B
$1.5 Million 0.38% of portfolio
6,498
Q3 2025 Added 8.19%
$49.1B
$1.39 Million 0.35% of portfolio
1,159
Q3 2025 Reduced 6.91%
$367B
$1.33 Million 0.34% of portfolio
3,279
Q3 2025 Reduced 7.16%
$266B
$1.31 Million 0.33% of portfolio
4,659
Q3 2025 Reduced 6.8%
$139B
$1.3 Million 0.33% of portfolio
3,933
Q3 2025 Reduced 4.26%
$0
$1.27 Million 0.32% of portfolio
3,482
Q3 2025 Reduced 7.49%
$0
$1.25 Million 0.32% of portfolio
6,597
Q2 2023 Reduced 0.39%
$67.6B
$1.25 Million 0.32% of portfolio
25,763
Q3 2025 Reduced 0.79%
$1.65T
$1.22 Million 0.31% of portfolio
5,008
Q3 2025 Reduced 3.23%
$522B
$1.19 Million 0.3% of portfolio
6,398
Q3 2025 Reduced 1.95%
$593B
$1.14 Million 0.29% of portfolio
4,062
Q3 2025 Added 51.91%
$0
$1.15 Million 0.29% of portfolio
6,336
Q3 2022 Reduced 6.59%
$1.74T
$1.1 Million 0.28% of portfolio
4,531
Q3 2025 Reduced 4.29%
$0
$1.12 Million 0.28% of portfolio
15,718
Q4 2020 New
$512B
$1.08 Million 0.27% of portfolio
1,898
Q3 2025 Reduced 2.82%
$317B
$1.07 Million 0.27% of portfolio
12,804
Q3 2025 Reduced 23.39%
$181B
$1.08 Million 0.27% of portfolio
38,338
Q3 2025 Reduced 8.88%
$0
$1.04 Million 0.26% of portfolio
10,863
Q3 2025 Reduced 16.84%
$404B
$964,000 0.24% of portfolio
1,042
Q3 2025 Reduced 10.33%
$300B
$960,000 0.24% of portfolio
2,783
Q3 2025 Reduced 4.2%
$0
$919,000 0.23% of portfolio
17,935
Q3 2025 Added 0.01%
$0
$853,000 0.22% of portfolio
4,079
Q2 2024 Reduced 2.39%
$0
$779,000 0.2% of portfolio
14,916
Q3 2025 Reduced 10.68%
$971B
$782,000 0.2% of portfolio
1,026
Q3 2025 Reduced 42.65%

Summary

  • Portfolio
  • No. of Stocks 165
  • Current Value $394 Million
  • Prior Value $400 Million
  • Filing
  • Period Q3 2025
  • Filing Date December 01, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 129 stocks
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