Syverson Strege & Co

Q4 2025 13F-HR Holdings

Location
West Des Moines, IA
Holdings as of
12/31/2025
Date filed
2/9/2026
Form type
13F-HR
Num holdings
166
Total value ($000)
$422,533
Net value change ($000)
+5,199 (1.2%)
New positions
13
Sold out positions
12
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 12/1/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFIC 3,038 4.5%
DFAC 2,150 1.7%
DFEM 523 2.1%
NVDA 462 12.4%
GOOGL 454 37.3%
CAH 297 NEW
GOOGL 291 26.4%
MU 275 80.9%
BMY 266 NEW
NVS 261 NEW
Top Reduces (Value $000, Stocks/ETFs)
DUHP -760 -4.3%
ORCL -430 -37.7%
META -428 -12.2%
DFAU -417 -3.5%
NFLX -380 -27.3%
DFGR -355 -2.7%
MSFT -344 -7.3%
IWB -330 -25.9%
LIN -329 -100.0%
HD -307 -23.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type