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Syverson Strege & Co Historic Quarter Change: USA Stocks, Sold Out

Syverson Strege & Co historic quarter change: USA Stocks, Sold out

In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Syverson Strege & Co opened 144 positions, added to 219, reduced 335 and sold out of 35.

  • Q2 2026: Stock HCA; Country of operation United States; Class COM; Shares before 504.
  • Q2 2026: Stock FDX; Country of operation United States; Class COM; Shares before 625.
  • Q2 2026: Stock IMO; Country of operation —; Class COM NEW; Shares before 1,629.
  • Q2 2026: Stock NRG; Country of operation United States; Class COM NEW; Shares before 1,406.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1682057), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-06); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-04); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-09); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-12-01); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-04); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-11); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-07); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-30). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026HCA
HCA HEALTHCARE INC
United StatesCOM5040-504$238,513$0-$238,5132026-08-06
Q2 2026FDX
FEDEX CORP
United StatesCOM6250-625$222,613$0-$222,6132026-08-06
Q2 2026IMO
IMPERIAL OIL LTD
COM NEW1,6290-1,629$213,106$0-$213,1062026-08-06
Q2 2026NRG
NRG ENERGY INC
United StatesCOM NEW1,4060-1,406$205,473$0-$205,4732026-08-06
Q1 2026ELV
ELEVANCE HEALTH INC FORMERLY
United StatesCOM7340-734$257,304$0-$257,3042026-05-04
Q1 2026INTU
INTUIT
United StatesCOM3840-384$254,369$0-$254,3692026-05-04
Q1 2026APP
APPLOVIN CORP
United StatesCOM CL A3430-343$231,120$0-$231,1202026-05-04
Q1 2026NOW
SERVICENOW INC
United StatesCOM1,4600-1,460$223,657$0-$223,6572026-05-04
Q1 2026DIS
DISNEY WALT CO
United StatesCOM1,9080-1,908$217,074$0-$217,0742026-05-04
Q1 2026BKNG
BOOKING HOLDINGS INC
United StatesCOM390-39$208,858$0-$208,8582026-05-04
Q1 2026CI
THE CIGNA GROUP
United StatesCOM7500-750$206,423$0-$206,4232026-05-04
Q4 2025LIN
LINDE PLC
United KingdomSHS6930-693$329,175$0-$329,1752026-02-09
Q4 2025MSI
MOTOROLA SOLUTIONS INC
United StatesCOM NEW5650-565$258,369$0-$258,3692026-02-09
Q4 2025CASY
CASEYS GEN STORES INC
United StatesCOM3920-392$221,786$0-$221,7862026-02-09
Q4 2025TXN
TEXAS INSTRS INC
United StatesCOM1,2000-1,200$220,476$0-$220,4762026-02-09
Q4 2025AFL
AFLAC INC
United StatesCOM1,9030-1,903$212,565$0-$212,5652026-02-09
Q4 2025FAST
FASTENAL CO
United StatesCOM4,2800-4,280$209,891$0-$209,8912026-02-09
Q4 2025CMCSA
COMCAST CORP NEW
United StatesCL A6,3990-6,399$201,057$0-$201,0572026-02-09
Q3 2025VRTX
VERTEX PHARMACEUTICALS INC
United StatesCOM6350-635$282,702$0-$282,7022025-12-01
Q3 2025BMY
BRISTOL-MYERS SQUIBB CO
United StatesCOM5,5330-5,533$256,123$0-$256,1232025-12-01
Q3 2025SPOT
SPOTIFY TECHNOLOGY S A
SHS2930-293$224,831$0-$224,8312025-12-01
Q3 2025ACN
ACCENTURE PLC IRELAND
SHS CLASS A7230-723$216,097$0-$216,0972025-12-01
Q3 2025GWW
GRAINGER W W INC
United StatesCOM2000-200$208,048$0-$208,0482025-12-01
Q3 2025ETN
EATON CORP PLC
SHS5800-580$207,054$0-$207,0542025-12-01
Q3 2025UNP
UNION PAC CORP
United StatesCOM8780-878$202,124$0-$202,1242025-12-01
Q1 2025AVGO
BROADCOM INC
United StatesCOM1,1790-1,179$273,378$0-$273,3782025-05-13
Q3 2024META
META PLATFORMS INC
United StatesCL A1,3640-1,364$687,807$0-$687,8072024-11-12
Q3 2024NVDA
NVIDIA CORPORATION
United StatesCOM4,7050-4,705$581,256$0-$581,2562024-11-12
Q3 2024LLY
ELI LILLY & CO
United StatesCOM4730-473$428,245$0-$428,2452024-11-12
Q3 2024GOOGL
ALPHABET INC
United StatesCAP STK CL A1,8210-1,821$331,695$0-$331,6952024-11-12
Q3 2024AMAT
APPLIED MATLS INC
United StatesCOM1,1260-1,126$265,725$0-$265,7252024-11-12
Q3 2024NFLX
NETFLIX INC
United StatesCOM3510-351$236,883$0-$236,8832024-11-12
Q3 2024GOOG
ALPHABET INC
United StatesCAP STK CL C1,2730-1,273$233,494$0-$233,4942024-11-12
Q3 2024MA
MASTERCARD INCORPORATED
United StatesCL A4880-488$215,283$0-$215,2832024-11-12
Q2 2024WFC
WELLS FARGO CO NEW
United StatesCOM4,1330-4,133$239,537$0-$239,5372024-08-07

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