Sponsored

The Analysis of Sylvest Advisors, LLC's Holdings & P&L

Currently, Sylvest Advisors, LLC holds 78 types of securities in its portfolio with a total value $221.8M. In the most recent quarter, they have increased their positions in IWF (+163.4K shares, valued at $20.3M), VO (+174.5K shares, valued at $14.1M), IWD (+10.0K shares, valued at $2.4M); decreased their positions in BRK.B (-908 shares, valued at $454.4K), COWG (-5.6K shares, valued at $224.1K), COWZ (-2.7K shares, valued at $168.4K); initiated new positions in AVLV (+16.3K shares, valued at $1.5M), BMI (+6.4K shares, valued at $953.3K), BALL (+14.6K shares, valued at $911.9K).

1M P&L

+2.8M+1.28%

3M P&L

+13.7M+6.63%

HY P&L

-97.7M-30.77%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A171.7M

80.7%

2Software - Infrastructure8.6M

4.0%

3Consumer Electronics5.2M

2.4%

Top Industries by Stock Count

1N/A26 stocks

37.7%

2Drug Manufacturers - General3 stocks

4.3%

3Software - Application3 stocks

4.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IWD ISHARES TR132.2K shares8.18%2026-06-302026-07-22

IWF ISHARES TR206.6K shares378.09%2026-06-302026-07-22

SCHF SCHWAB STRATEGIC TR874.2K shares1.17%2026-06-302026-07-22

VO VANGUARD INDEX FDS231.7K shares304.80%2026-06-302026-07-22

IJR ISHARES TR95.1K shares0.17%2026-06-302026-07-22

COWZ PACER FDS TR218.1K shares-1.23%2026-06-302026-07-22

COWG PACER FDS TR306.1K shares-1.79%2026-06-302026-07-22

MSFT MICROSOFT CORP21.8K shares9.27%2026-06-302026-07-22

Sponsored

AVEM AMERICAN CENTY ETF TR83.1K shares0.81%2026-06-302026-07-22

AVUV AMERICAN CENTY ETF TR50.2K shares5.83%2026-06-302026-07-22

AAPL APPLE INC17.8K shares-1.29%2026-06-302026-07-22

VANGUARD INDEX FDS VANGUARD INDEX FDS12.9K shares-3.24%2026-06-302026-07-22

EZM WISDOMTREE TR62.1K shares9.24%2026-06-302026-07-22

FNY FIRST TR EXCHANGE-TRADED ALP18.5K shares-1.52%2026-06-302026-07-22

VNQ VANGUARD INDEX FDS18.1K shares5.77%2026-06-302026-07-22

AVLV AMERICAN CENTY ETF TR16.3K sharesnew addition2026-06-302026-07-22

Sponsored

MRK MERCK & CO INC11.5K shares-2.55%2026-06-302026-07-22

PRF INVESCO EXCHANGE TRADED FD T26.2K shares140.84%2026-06-302026-07-22

ITOT ISHARES TR7.9K shares-0.63%2026-06-302026-07-22

AMGN AMGEN INC3.1K shares0.00%2026-06-302026-07-22

GOOGL ALPHABET INC3.1K shares-0.93%2026-06-302026-07-22

FYC FIRST TR EXCHANGE-TRADED ALP8.3K shares-2.94%2026-06-302026-07-22

GOOG ALPHABET INC2.8K shares0.87%2026-06-302026-07-22

BMI BADGER METER INC6.4K sharesnew addition2026-06-302026-07-22

Sponsored

TROW PRICE T ROWE GROUP INC8.0K shares3.74%2026-06-302026-07-22

BALL BALL CORP14.6K sharesnew addition2026-06-302026-07-22

HSY HERSHEY CO5.1K shares1.69%2026-06-302026-07-22

ADP AUTOMATIC DATA PROCESSING IN4.0K sharesnew addition2026-06-302026-07-22

PPG PPG INDS INC7.3K shares-2.33%2026-06-302026-07-22

TSLA TESLA INC2.0K shares6.54%2026-06-302026-07-22

DCI DONALDSON INC9.3K shares1.45%2026-06-302026-07-22

TTC TORO CO8.6K shares-1.15%2026-06-302026-07-22

Sponsored

DOMINOS PIZZA INC DOMINOS PIZZA INC2.7K shares74.34%2026-06-302026-07-22

BMY BRISTOL-MYERS SQUIBB CO13.9K shares0.62%2026-06-302026-07-22

INTU INTUIT3.0K sharesnew addition2026-06-302026-07-22

TNC TENNANT CO8.9K shares3.61%2026-06-302026-07-22

CSL CARLISLE COS INC2.1K shares3.46%2026-06-302026-07-22

NVDA NVIDIA CORPORATION3.8K shares36.76%2026-06-302026-07-22

MO ALTRIA GROUP INC10.3K shares-3.30%2026-06-302026-07-22

USB US BANCORP12.1K shares-1.55%2026-06-302026-07-22

Sponsored

FDP DEL MONTE CORP26.1K shares-0.28%2026-06-302026-07-22

CMCSA COMCAST CORP NEW28.2K shares108.47%2026-06-302026-07-22

MMC MARSH & MCLENNAN COS INC3.9K shares4.89%2026-06-302026-07-22

ORACLE CORP ORACLE CORP4.3K shares0.00%2026-06-302026-07-22

PKG PACKAGING CORP AMER2.5K shares-1.88%2026-06-302026-07-22

WMT WALMART INC5.1K shares1.43%2026-06-302026-07-22

SSNC SS&C TECH HLDGS9.3K shares7.97%2026-06-302026-07-22

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC1.7K shares0.00%2026-06-302026-07-22

Sponsored

PRIMERICA INC PRIMERICA INC2.0K shares0.00%2026-06-302026-07-22

EXXON MOBIL CORP EXXON MOBIL CORP4.1K shares33.69%2026-06-302026-07-22

BRK.B BERKSHIRE HATHAWAY INC DEL1.1K shares-45.29%2026-06-302026-07-22

JEF JEFFERIES FINANCIAL GROUP IN10.6K shares2.22%2026-06-302026-07-22

G GENPACT LIMITED19.1K shares6.53%2026-06-302026-07-22

MOS MOSAIC CO24.4K shares9.93%2026-06-302026-07-22

UPS UNITED PARCEL SVCS INC4.7K shares0.00%2026-06-302026-07-22

DOX AMDOCS LTD9.4K shares16.51%2026-06-302026-07-22

Sponsored

AMZN AMAZON COM INC1.9K shares10.35%2026-06-302026-07-22

AIS TIDAL TRUST III5.4K sharesnew addition2026-06-302026-07-22

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.5K shares9.24%2026-06-302026-07-22

CVX CHEVRON CORPORATION2.6K shares-5.47%2026-06-302026-07-22

FTC FIRST TR EXCHANGE-TRADED ALP2.0K sharesnew addition2026-06-302026-07-22

VISA INC VISA INC1.1K shares2.99%2026-06-302026-07-22

VOT VANGUARD INDEX FDS1.2K sharesnew addition2026-06-302026-07-22

CAT CATERPILLAR INC344 shares-8.75%2026-06-302026-07-22

Sponsored

VOE VANGUARD INDEX FDS1.8K sharesnew addition2026-06-302026-07-22

AVUS AMERICAN CENTY ETF TR2.8K shares2.69%2026-06-302026-07-22

PG PROCTER & GAMBLE CO2.2K shares0.60%2026-06-302026-07-22

GS GOLDMAN SACHS GROUP INC310 shares3.33%2026-06-302026-07-22

ISRG INTUITIVE SURGICAL INC769 shares-24.53%2026-06-302026-07-22

RSP INVESCO EXCHANGE TRADED FD T1.3K shares23.27%2026-06-302026-07-22

RY ROYAL BK CDA1.2K shares0.00%2026-06-302026-07-22

VONG VANGUARD SCOTTSDALE FDS2.0K sharesnew addition2026-06-302026-07-22

Sponsored

VV VANGUARD INDEX FDS710 shares0.00%2026-06-302026-07-22

AMD ADVANCED MICRO DEVICES INC420 sharesnew addition2026-06-302026-07-22

MCD MCDONALDS CORP825 shares3.51%2026-06-302026-07-22

VUG VANGUARD INDEX FDS2.6K sharesnew addition2026-06-302026-07-22

ISHARES TR ISHARES TR292 sharesnew addition2026-06-302026-07-22

IAU ISHARES GOLD TR2.8K shares0.00%2026-06-302026-07-22

IWD

ISHARES TR

8.18%

Shares132.2K

Event2026-06-30

Filed2026-07-22

IWF

ISHARES TR

378.09%

Shares206.6K

Event2026-06-30

Filed2026-07-22

SCHF

SCHWAB STRATEGIC TR

1.17%

Shares874.2K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

304.80%

Shares231.7K

Event2026-06-30

Filed2026-07-22

IJR

ISHARES TR

0.17%

Shares95.1K

Event2026-06-30

Filed2026-07-22

COWZ

PACER FDS TR

-1.23%

Shares218.1K

Event2026-06-30

Filed2026-07-22

COWG

PACER FDS TR

-1.79%

Shares306.1K

Event2026-06-30

Filed2026-07-22

MSFT

MICROSOFT CORP

9.27%

Shares21.8K

Event2026-06-30

Filed2026-07-22

AVEM

AMERICAN CENTY ETF TR

0.81%

Shares83.1K

Event2026-06-30

Filed2026-07-22

AVUV

AMERICAN CENTY ETF TR

5.83%

Shares50.2K

Event2026-06-30

Filed2026-07-22

AAPL

APPLE INC

-1.29%

Shares17.8K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

-3.24%

Shares12.9K

Event2026-06-30

Filed2026-07-22

EZM

WISDOMTREE TR

9.24%

Shares62.1K

Event2026-06-30

Filed2026-07-22

FNY

FIRST TR EXCHANGE-TRADED ALP

-1.52%

Shares18.5K

Event2026-06-30

Filed2026-07-22

VNQ

VANGUARD INDEX FDS

5.77%

Shares18.1K

Event2026-06-30

Filed2026-07-22

AVLV

AMERICAN CENTY ETF TR

New

Shares16.3K

Event2026-06-30

Filed2026-07-22

MRK

MERCK & CO INC

-2.55%

Shares11.5K

Event2026-06-30

Filed2026-07-22

PRF

INVESCO EXCHANGE TRADED FD T

140.84%

Shares26.2K

Event2026-06-30

Filed2026-07-22

ITOT

ISHARES TR

-0.63%

Shares7.9K

Event2026-06-30

Filed2026-07-22

AMGN

AMGEN INC

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-22

GOOGL

ALPHABET INC

-0.93%

Shares3.1K

Event2026-06-30

Filed2026-07-22

FYC

FIRST TR EXCHANGE-TRADED ALP

-2.94%

Shares8.3K

Event2026-06-30

Filed2026-07-22

GOOG

ALPHABET INC

0.87%

Shares2.8K

Event2026-06-30

Filed2026-07-22

BMI

BADGER METER INC

New

Shares6.4K

Event2026-06-30

Filed2026-07-22

TROW

PRICE T ROWE GROUP INC

3.74%

Shares8.0K

Event2026-06-30

Filed2026-07-22

BALL

BALL CORP

New

Shares14.6K

Event2026-06-30

Filed2026-07-22

HSY

HERSHEY CO

1.69%

Shares5.1K

Event2026-06-30

Filed2026-07-22

ADP

AUTOMATIC DATA PROCESSING IN

New

Shares4.0K

Event2026-06-30

Filed2026-07-22

PPG

PPG INDS INC

-2.33%

Shares7.3K

Event2026-06-30

Filed2026-07-22

TSLA

TESLA INC

6.54%

Shares2.0K

Event2026-06-30

Filed2026-07-22

DCI

DONALDSON INC

1.45%

Shares9.3K

Event2026-06-30

Filed2026-07-22

TTC

TORO CO

-1.15%

Shares8.6K

Event2026-06-30

Filed2026-07-22

DOMINOS PIZZA INC

74.34%

Shares2.7K

Event2026-06-30

Filed2026-07-22

BMY

BRISTOL-MYERS SQUIBB CO

0.62%

Shares13.9K

Event2026-06-30

Filed2026-07-22

INTU

INTUIT

New

Shares3.0K

Event2026-06-30

Filed2026-07-22

TNC

TENNANT CO

3.61%

Shares8.9K

Event2026-06-30

Filed2026-07-22

CSL

CARLISLE COS INC

3.46%

Shares2.1K

Event2026-06-30

Filed2026-07-22

NVDA

NVIDIA CORPORATION

36.76%

Shares3.8K

Event2026-06-30

Filed2026-07-22

ALTRIA GROUP INC

-3.30%

Shares10.3K

Event2026-06-30

Filed2026-07-22

USB

US BANCORP

-1.55%

Shares12.1K

Event2026-06-30

Filed2026-07-22

FDP

DEL MONTE CORP

-0.28%

Shares26.1K

Event2026-06-30

Filed2026-07-22

CMCSA

COMCAST CORP NEW

108.47%

Shares28.2K

Event2026-06-30

Filed2026-07-22

MMC

MARSH & MCLENNAN COS INC

4.89%

Shares3.9K

Event2026-06-30

Filed2026-07-22

ORACLE CORP

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-22

PKG

PACKAGING CORP AMER

-1.88%

Shares2.5K

Event2026-06-30

Filed2026-07-22

WMT

WALMART INC

1.43%

Shares5.1K

Event2026-06-30

Filed2026-07-22

SSNC

SS&C TECH HLDGS

7.97%

Shares9.3K

Event2026-06-30

Filed2026-07-22

TRAVELERS COMPANIES INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-22

PRIMERICA INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-22

EXXON MOBIL CORP

33.69%

Shares4.1K

Event2026-06-30

Filed2026-07-22

BRK.B

BERKSHIRE HATHAWAY INC DEL

-45.29%

Shares1.1K

Event2026-06-30

Filed2026-07-22

JEF

JEFFERIES FINANCIAL GROUP IN

2.22%

Shares10.6K

Event2026-06-30

Filed2026-07-22

GENPACT LIMITED

6.53%

Shares19.1K

Event2026-06-30

Filed2026-07-22

MOS

MOSAIC CO

9.93%

Shares24.4K

Event2026-06-30

Filed2026-07-22

UPS

UNITED PARCEL SVCS INC

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-22

DOX

AMDOCS LTD

16.51%

Shares9.4K

Event2026-06-30

Filed2026-07-22

AMZN

AMAZON COM INC

10.35%

Shares1.9K

Event2026-06-30

Filed2026-07-22

AIS

TIDAL TRUST III

New

Shares5.4K

Event2026-06-30

Filed2026-07-22

ACCENTURE PLC IRELAND

9.24%

Shares3.5K

Event2026-06-30

Filed2026-07-22

CVX

CHEVRON CORPORATION

-5.47%

Shares2.6K

Event2026-06-30

Filed2026-07-22

FTC

FIRST TR EXCHANGE-TRADED ALP

New

Shares2.0K

Event2026-06-30

Filed2026-07-22

VISA INC

2.99%

Shares1.1K

Event2026-06-30

Filed2026-07-22

VOT

VANGUARD INDEX FDS

New

Shares1.2K

Event2026-06-30

Filed2026-07-22

CAT

CATERPILLAR INC

-8.75%

Shares344

Event2026-06-30

Filed2026-07-22

VOE

VANGUARD INDEX FDS

New

Shares1.8K

Event2026-06-30

Filed2026-07-22

AVUS

AMERICAN CENTY ETF TR

2.69%

Shares2.8K

Event2026-06-30

Filed2026-07-22

PROCTER & GAMBLE CO

0.60%

Shares2.2K

Event2026-06-30

Filed2026-07-22

GOLDMAN SACHS GROUP INC

3.33%

Shares310

Event2026-06-30

Filed2026-07-22

ISRG

INTUITIVE SURGICAL INC

-24.53%

Shares769

Event2026-06-30

Filed2026-07-22

RSP

INVESCO EXCHANGE TRADED FD T

23.27%

Shares1.3K

Event2026-06-30

Filed2026-07-22

ROYAL BK CDA

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-22

VONG

VANGUARD SCOTTSDALE FDS

New

Shares2.0K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

0.00%

Shares710

Event2026-06-30

Filed2026-07-22

AMD

ADVANCED MICRO DEVICES INC

New

Shares420

Event2026-06-30

Filed2026-07-22

MCD

MCDONALDS CORP

3.51%

Shares825

Event2026-06-30

Filed2026-07-22

VUG

VANGUARD INDEX FDS

New

Shares2.6K

Event2026-06-30

Filed2026-07-22

ISHARES TR

New

Shares292

Event2026-06-30

Filed2026-07-22

IAU

ISHARES GOLD TR

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available