Syverson Strege & Co

Q2 2026 13F-HR Holdings

Location
West Des Moines, IA
Holdings as of
6/30/2026
Date filed
8/6/2026
Form type
13F-HR
Num holdings
186
Total value ($000)
$458,880
Net value change ($000)
+43,275 (10.4%)
New positions
22
Sold out positions
5
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
DFAC 18,172 14.7%
DFIC 3,816 5.3%
DFEM 3,014 11.7%
DUHP 2,372 14.2%
MU 2,010 238.7%
INTC 1,386 235.3%
JPST 1,318 14.0%
DFGR 1,203 9.5%
SNDK 648 NEW
DFAU 643 6.6%
Top Reduces (Value $000, Stocks/ETFs)
DFAS -2,837 -22.1%
DFIS -1,339 -22.5%
XOM -506 -19.1%
MSFT -431 -13.7%
ABT -362 -24.9%
T -331 -30.8%
NFLX -261 -28.6%
WMT -245 -8.9%
META -240 -9.3%
HCA -239 -100.0%
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