Sponsored

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

Currently, Sylvest Advisors, LLC holds 70 types of securities in its portfolio with a total value $188.0M. In the most recent quarter, they have increased their positions in VNQ (+17.1K shares, valued at $1.5M), IWD (+4.8K shares, valued at $1.0M), BMY (+13.8K shares, valued at $835.1K); decreased their positions in AVEM (-13.8K shares, valued at $1.1M), XOM (-2.1K shares, valued at $362.9K), RY (-329 shares, valued at $53.2K); initiated new positions in VNQ (+17.1K shares, valued at $1.5M), BMY (+13.8K shares, valued at $835.1K), TROW (+7.7K shares, valued at $697.1K).

1M P&L

-54.8M-21.45%

3M P&L

-103.5M-34.04%

HY P&L

-89.3M-30.80%

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/A144.2M

79.1%

2Software - Infrastructure8.5M

4.7%

3Consumer Electronics4.6M

2.5%

Top Industries by Stock Count

1N/A17 stocks

27.4%

2Software - Infrastructure3 stocks

4.8%

3Drug Manufacturers - General3 stocks

4.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IWD ISHARES TR122.2K shares4.07%2026-03-312026-04-22

SCHF SCHWAB STRATEGIC TR864.1K shares0.46%2026-03-312026-04-22

IWF ISHARES TR43.2K shares4.36%2026-03-312026-04-22

VO VANGUARD INDEX FDS57.2K shares1.24%2026-03-312026-04-22

COWZ PACER FDS TR220.8K shares0.77%2026-03-312026-04-22

IJR ISHARES TR94.9K shares1.25%2026-03-312026-04-22

COWG PACER FDS TR311.7K shares2.46%2026-03-312026-04-22

MSFT MICROSOFT CORP19.9K shares8.38%2026-03-312026-04-22

Sponsored

AVEM AMERICAN CENTY ETF TR82.4K shares-14.35%2026-03-312026-04-22

AVUV AMERICAN CENTY ETF TR47.4K shares7.82%2026-03-312026-04-22

AAPL APPLE INC18.0K shares0.81%2026-03-312026-04-22

VTI VANGUARD INDEX FDS13.4K shares2.91%2026-03-312026-04-22

EZM WISDOMTREE TR56.9K shares16.04%2026-03-312026-04-22

FNY FIRST TR EXCHANGE-TRADED ALP18.8K shares1.33%2026-03-312026-04-22

VNQ VANGUARD INDEX FDS17.1K sharesnew addition2026-03-312026-04-22

JNJ JOHNSON & JOHNSON5.8K shares-1.70%2026-03-312026-04-22

Sponsored

MERCK & CO INC MERCK & CO INC11.8K shares-0.47%2026-03-312026-04-22

ITOT ISHARES TR7.9K shares-1.26%2026-03-312026-04-22

AMGN AMGEN INC3.1K shares0.74%2026-03-312026-04-22

FDP FRESH DEL MONTE PRODUCE INC26.2K shares-1.22%2026-03-312026-04-22

HSY HERSHEY CO5.0K shares1.12%2026-03-312026-04-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.0K shares0.00%2026-03-312026-04-22

NTAP NETAPP INC9.3K shares6.75%2026-03-312026-04-22

ALPHABET INC ALPHABET INC3.1K shares0.13%2026-03-312026-04-22

Sponsored

ZTS ZOETIS INC7.2K shares20.03%2026-03-312026-04-22

BMY BRISTOL-MYERS SQUIBB CO13.8K sharesnew addition2026-03-312026-04-22

FYC FIRST TR EXCHANGE-TRADED ALP8.5K shares1.25%2026-03-312026-04-22

TTC TORO CO8.7K shares3.90%2026-03-312026-04-22

PPG PPG INDS INC7.5K shares5.88%2026-03-312026-04-22

ALPHABET INC ALPHABET INC2.8K shares-0.36%2026-03-312026-04-22

DCI DONALDSON INC9.2K shares-0.49%2026-03-312026-04-22

TSLA TESLA INC1.9K shares6.04%2026-03-312026-04-22

Sponsored

MO ALTRIA GROUP INC10.6K shares-1.44%2026-03-312026-04-22

TROW PRICE T ROWE GROUP INC7.7K sharesnew addition2026-03-312026-04-22

QCOM QUALCOMM INC5.4K sharesnew addition2026-03-312026-04-22

CSL CARLISLE COS INC2.0K shares0.30%2026-03-312026-04-22

G GENPACT LIMITED17.9K shares-0.70%2026-03-312026-04-22

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.2K sharesnew addition2026-03-312026-04-22

MMC MARSH & MCLENNAN COS INC3.7K shares5.14%2026-03-312026-04-22

USB US BANCORP12.3K shares-0.43%2026-03-312026-04-22

Sponsored

ORCL ORACLE CORP4.3K shares0.00%2026-03-312026-04-22

WMT WALMART INC5.0K shares0.00%2026-03-312026-04-22

SSNC SS&C TECH HLDGS8.6K shares13.62%2026-03-312026-04-22

TNC TENNANT CO8.6K shares20.48%2026-03-312026-04-22

MOS MOSAIC CO22.2K shares14.60%2026-03-312026-04-22

CVX CHEVRON CORPORATION2.7K shares-4.25%2026-03-312026-04-22

DPZ DOMINOS PIZZA INC1.6K shares7.30%2026-03-312026-04-22

PKG PACKAGING CORP AMER2.6K shares0.08%2026-03-312026-04-22

Sponsored

DOX AMDOCS LTD8.1K shares35.81%2026-03-312026-04-22

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T10.9K sharesnew addition2026-03-312026-04-22

XOM EXXON MOBIL CORP3.0K shares-41.26%2026-03-312026-04-22

TRV TRAVELERS COMPANIES INC1.7K shares0.00%2026-03-312026-04-22

PRI PRIMERICA INC2.0K shares0.00%2026-03-312026-04-22

NVDA NVIDIA CORPORATION2.8K shares4.48%2026-03-312026-04-22

ISRG INTUITIVE SURGICAL INC1.0K shares0.00%2026-03-312026-04-22

UPS UNITED PARCEL SVCS INC4.7K shares9.70%2026-03-312026-04-22

Sponsored

JEF JEFFERIES FINANCIAL GROUP IN10.4K shares12.81%2026-03-312026-04-22

CMCSA COMCAST CORP NEW13.5K shares6.94%2026-03-312026-04-22

AMZN AMAZON COM INC1.7K shares0.00%2026-03-312026-04-22

V VISA INC1.1K shares-14.00%2026-03-312026-04-22

PG PROCTER & GAMBLE CO2.1K shares0.00%2026-03-312026-04-22

AVUS AMERICAN CENTY ETF TR2.8K sharesnew addition2026-03-312026-04-22

FFIN FIRST FINL BANKSHARES INC9.1K shares-12.52%2026-03-312026-04-22

CAT CATERPILLAR INC377 shares3.57%2026-03-312026-04-22

Sponsored

GS GOLDMAN SACHS GROUP INC300 shares0.00%2026-03-312026-04-22

MCD MCDONALDS CORP797 shares0.00%2026-03-312026-04-22

ISHARES GOLD TR ISHARES GOLD TR2.8K shares0.00%2026-03-312026-04-22

VV VANGUARD INDEX FDS710 shares0.00%2026-03-312026-04-22

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.1K sharesnew addition2026-03-312026-04-22

RY ROYAL BK CDA1.2K shares-20.96%2026-03-312026-04-22

IWD

ISHARES TR

4.07%

Shares122.2K

Event2026-03-31

Filed2026-04-22

SCHF

SCHWAB STRATEGIC TR

0.46%

Shares864.1K

Event2026-03-31

Filed2026-04-22

IWF

ISHARES TR

4.36%

Shares43.2K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

1.24%

Shares57.2K

Event2026-03-31

Filed2026-04-22

COWZ

PACER FDS TR

0.77%

Shares220.8K

Event2026-03-31

Filed2026-04-22

IJR

ISHARES TR

1.25%

Shares94.9K

Event2026-03-31

Filed2026-04-22

COWG

PACER FDS TR

2.46%

Shares311.7K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

8.38%

Shares19.9K

Event2026-03-31

Filed2026-04-22

AVEM

AMERICAN CENTY ETF TR

-14.35%

Shares82.4K

Event2026-03-31

Filed2026-04-22

AVUV

AMERICAN CENTY ETF TR

7.82%

Shares47.4K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

0.81%

Shares18.0K

Event2026-03-31

Filed2026-04-22

VTI

VANGUARD INDEX FDS

2.91%

Shares13.4K

Event2026-03-31

Filed2026-04-22

EZM

WISDOMTREE TR

16.04%

Shares56.9K

Event2026-03-31

Filed2026-04-22

FNY

FIRST TR EXCHANGE-TRADED ALP

1.33%

Shares18.8K

Event2026-03-31

Filed2026-04-22

VNQ

VANGUARD INDEX FDS

New

Shares17.1K

Event2026-03-31

Filed2026-04-22

JNJ

JOHNSON & JOHNSON

-1.70%

Shares5.8K

Event2026-03-31

Filed2026-04-22

MERCK & CO INC

-0.47%

Shares11.8K

Event2026-03-31

Filed2026-04-22

ITOT

ISHARES TR

-1.26%

Shares7.9K

Event2026-03-31

Filed2026-04-22

AMGN

AMGEN INC

0.74%

Shares3.1K

Event2026-03-31

Filed2026-04-22

FDP

FRESH DEL MONTE PRODUCE INC

-1.22%

Shares26.2K

Event2026-03-31

Filed2026-04-22

HSY

HERSHEY CO

1.12%

Shares5.0K

Event2026-03-31

Filed2026-04-22

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-22

NTAP

NETAPP INC

6.75%

Shares9.3K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

0.13%

Shares3.1K

Event2026-03-31

Filed2026-04-22

ZTS

ZOETIS INC

20.03%

Shares7.2K

Event2026-03-31

Filed2026-04-22

BMY

BRISTOL-MYERS SQUIBB CO

New

Shares13.8K

Event2026-03-31

Filed2026-04-22

FYC

FIRST TR EXCHANGE-TRADED ALP

1.25%

Shares8.5K

Event2026-03-31

Filed2026-04-22

TTC

TORO CO

3.90%

Shares8.7K

Event2026-03-31

Filed2026-04-22

PPG

PPG INDS INC

5.88%

Shares7.5K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

-0.36%

Shares2.8K

Event2026-03-31

Filed2026-04-22

DCI

DONALDSON INC

-0.49%

Shares9.2K

Event2026-03-31

Filed2026-04-22

TSLA

TESLA INC

6.04%

Shares1.9K

Event2026-03-31

Filed2026-04-22

ALTRIA GROUP INC

-1.44%

Shares10.6K

Event2026-03-31

Filed2026-04-22

TROW

PRICE T ROWE GROUP INC

New

Shares7.7K

Event2026-03-31

Filed2026-04-22

QCOM

QUALCOMM INC

New

Shares5.4K

Event2026-03-31

Filed2026-04-22

CSL

CARLISLE COS INC

0.30%

Shares2.0K

Event2026-03-31

Filed2026-04-22

GENPACT LIMITED

-0.70%

Shares17.9K

Event2026-03-31

Filed2026-04-22

ACCENTURE PLC IRELAND

New

Shares3.2K

Event2026-03-31

Filed2026-04-22

MMC

MARSH & MCLENNAN COS INC

5.14%

Shares3.7K

Event2026-03-31

Filed2026-04-22

USB

US BANCORP

-0.43%

Shares12.3K

Event2026-03-31

Filed2026-04-22

ORCL

ORACLE CORP

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-22

WMT

WALMART INC

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-22

SSNC

SS&C TECH HLDGS

13.62%

Shares8.6K

Event2026-03-31

Filed2026-04-22

TNC

TENNANT CO

20.48%

Shares8.6K

Event2026-03-31

Filed2026-04-22

MOS

MOSAIC CO

14.60%

Shares22.2K

Event2026-03-31

Filed2026-04-22

CVX

CHEVRON CORPORATION

-4.25%

Shares2.7K

Event2026-03-31

Filed2026-04-22

DPZ

DOMINOS PIZZA INC

7.30%

Shares1.6K

Event2026-03-31

Filed2026-04-22

PKG

PACKAGING CORP AMER

0.08%

Shares2.6K

Event2026-03-31

Filed2026-04-22

DOX

AMDOCS LTD

35.81%

Shares8.1K

Event2026-03-31

Filed2026-04-22

INVESCO EXCHANGE TRADED FD T

New

Shares10.9K

Event2026-03-31

Filed2026-04-22

XOM

EXXON MOBIL CORP

-41.26%

Shares3.0K

Event2026-03-31

Filed2026-04-22

TRV

TRAVELERS COMPANIES INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-22

PRI

PRIMERICA INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

4.48%

Shares2.8K

Event2026-03-31

Filed2026-04-22

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-22

UPS

UNITED PARCEL SVCS INC

9.70%

Shares4.7K

Event2026-03-31

Filed2026-04-22

JEF

JEFFERIES FINANCIAL GROUP IN

12.81%

Shares10.4K

Event2026-03-31

Filed2026-04-22

CMCSA

COMCAST CORP NEW

6.94%

Shares13.5K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-22

VISA INC

-14.00%

Shares1.1K

Event2026-03-31

Filed2026-04-22

PROCTER & GAMBLE CO

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-22

AVUS

AMERICAN CENTY ETF TR

New

Shares2.8K

Event2026-03-31

Filed2026-04-22

FFIN

FIRST FINL BANKSHARES INC

-12.52%

Shares9.1K

Event2026-03-31

Filed2026-04-22

CAT

CATERPILLAR INC

3.57%

Shares377

Event2026-03-31

Filed2026-04-22

GOLDMAN SACHS GROUP INC

0.00%

Shares300

Event2026-03-31

Filed2026-04-22

MCD

MCDONALDS CORP

0.00%

Shares797

Event2026-03-31

Filed2026-04-22

ISHARES GOLD TR

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

0.00%

Shares710

Event2026-03-31

Filed2026-04-22

INVESCO EXCHANGE TRADED FD T

New

Shares1.1K

Event2026-03-31

Filed2026-04-22

ROYAL BK CDA

-20.96%

Shares1.2K

Event2026-03-31

Filed2026-04-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available