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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$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%
$662B
$2.81 Million 0.71% of portfolio
5,598
Q3 2025 Reduced 11.19%
$279B
$2.53 Million 0.64% of portfolio
24,503
Q3 2025 Reduced 19.8%
$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%
$67.6B
$1.25 Million 0.32% of portfolio
25,763
Q3 2025 Reduced 0.79%
$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%
$1.74T
$1.1 Million 0.28% of portfolio
4,531
Q3 2025 Reduced 4.29%
$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%
$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%
$971B
$782,000 0.2% of portfolio
1,026
Q3 2025 Reduced 42.65%
$190B
$784,000 0.2% of portfolio
7,731
Q3 2025 Reduced 14.17%
$328B
$789,000 0.2% of portfolio
2,623
Q3 2025 Reduced 12.62%
$265B
$758,000 0.19% of portfolio
953
Q3 2025 Reduced 10.43%
$413B
$721,000 0.18% of portfolio
13,977
Q3 2025 Reduced 11.06%
$75.4B
$717,000 0.18% of portfolio
5,473
Q3 2025 Reduced 5.54%
$346B
$622,000 0.16% of portfolio
4,049
Q3 2025 Reduced 3.02%
$98.6B
$576,000 0.15% of portfolio
6,083
Q3 2025 Reduced 5.22%
$303B
$594,000 0.15% of portfolio
3,828
Q3 2025 Reduced 6.91%
$319B
$604,000 0.15% of portfolio
8,841
Q3 2025 Added 1.45%
$342B
$536,000 0.14% of portfolio
2,941
Q3 2025 Reduced 7.11%
$12.2B
$538,000 0.14% of portfolio
2,754
Q3 2025 Added 1.81%
$172B
$524,000 0.13% of portfolio
11,939
Q3 2025 Reduced 12.71%
$132B
$512,000 0.13% of portfolio
2,077
Q3 2025 Reduced 8.58%
$170B
$463,000 0.12% of portfolio
3,204
Q3 2025 Reduced 0.03%
$99.7B
$492,000 0.12% of portfolio
2,555
Q3 2025 Reduced 4.63%
$533B
$456,000 0.12% of portfolio
1,336
Q3 2025 Added 10.32%
$103B
$431,000 0.11% of portfolio
5,722
Q3 2025 Reduced 12.25%
$121B
$442,000 0.11% of portfolio
573
Q3 2025 Reduced 6.22%
$143B
$436,000 0.11% of portfolio
13,018
Q3 2025 Reduced 11.02%
$77.2B
$452,000 0.11% of portfolio
2,129
Q3 2025 Reduced 17.16%
$197B
$383,000 0.1% of portfolio
1,873
Q3 2025 Reduced 9.43%
$224B
$377,000 0.1% of portfolio
1,242
Q3 2025 Reduced 2.59%
$104B
$395,000 0.1% of portfolio
5,988
Q3 2025 Reduced 7.0%
$204B
$380,000 0.1% of portfolio
2,707
Q3 2025 Reduced 6.14%

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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