Syverson Strege & Co
•CIK: 1682057•Filing: Q4 2025
**Syverson Strege & Co** manages $423M across a concentrated portfolio of 166 positions. The firm exhibits a significant overweighting in the DFAC complex, with the top holding, DFAC, representing $127.7M. Further notable allocations include DFIC at $71.2M and DFEM at $25.0M. This structure suggests a deep, concentrated conviction within specific sector themes.
Total AUM
$422.5M
QoQ Performance
+1.3%
Positions
136
Top 10 Concentration
70.5%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAC
DFIC
DFEM
DFAC30.2%
DFIC16.9%
DFEM5.9%
DUHP4.0%
DFGR3.0%
DFAS2.9%
DFAU2.7%
JPST2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other85.9%
Technology5.9%
Financial2.4%
Healthcare2.1%
Consumer1.6%
Energy0.6%
Communication0.5%
Industrial0.4%
🚪 Exited Positionssold since Q3 2025
+7 more exited positions
Changes from Q3 2025
NEW13 new positions
↑46 increased
↓98 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023