Sylvest Advisors, LLC

Sylvest Advisors, LLC reported 78 holdings worth US$222M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 22, 2026

Sylvest Advisors, LLC reported 78 holdings worth US$222M as of Jun 30, 2026. Largest: Microsoft Corp., Apple Inc and Alphabet Inc (google) Class C. Filed Jul 22, 2026 (Form 13F).

Holdings
78
Value as reported
US$222M

The filing in full

CompanySharesValue as reported% of portfolio
Microsoft Corp.21,770US$8.12M3.7%
Apple Inc17,816US$5.16M2.3%
Alphabet Inc (google) Class C5,852US$2.09M0.94%
Merck & Company, Inc.11,472US$1.47M0.66%
Amgen Inc.3,147US$1.14M0.51%
Badger Meter, Inc.6,425US$953K0.43%
T. Rowe Price Group, Inc.8,023US$912K0.41%
Ball Corporation14,614US$912K0.41%
The Hershey Company5,127US$900K0.41%
Automatic Data Processing, Inc.4,013US$899K0.41%
Ppg Industries, Inc.7,334US$890K0.40%
Tesla, Inc.2,019US$849K0.38%
Donaldson Company, Inc.9,325US$837K0.38%
Toro Company (the)8,567US$835K0.38%
Domino's Pizza Inc2,718US$805K0.36%
Bristol-myers Squibb Company13,854US$798K0.36%
Intuit Inc.2,997US$782K0.35%
Tennant Company8,904US$779K0.35%
Carlisle Companies Incorporated2,091US$759K0.34%
Nvidia Corporation3,761US$752K0.34%
Altria Group, Inc.10,267US$739K0.33%
U.s. Bancorp12,089US$730K0.33%
Fresh Del Monte Produce, Inc.26,084US$728K0.33%
Comcast Corporation28,167US$692K0.31%
Marsh3,864US$644K0.29%
Oracle Corporation4,322US$633K0.29%
Packaging Corporation Of America2,509US$598K0.27%
Walmart Inc.5,096US$577K0.26%
Ss&c Technologies Holdings, Inc.9,280US$576K0.26%
The Travelers Companies, Inc.1,735US$573K0.26%
Primerica, Inc.2,000US$568K0.26%
Exxon Mobil Corporation4,071US$557K0.25%
Berkshire Hathaway Inc.1,097US$549K0.25%
Jefferies Financial Group Inc.10,586US$529K0.24%
Genpact Limited19,076US$525K0.24%
Mosaic Company (the)24,360US$516K0.23%
United Parcel Service, Inc.4,706US$506K0.23%
Amazon.com, Inc.1,929US$460K0.21%
Chevron Corporation2,577US$427K0.19%
Visa Inc.1,101US$378K0.17%
Caterpillar, Inc.344US$366K0.17%
Procter & Gamble Company (the)2,162US$317K0.14%
Goldman Sachs Group, Inc. (the)310US$314K0.14%
Intuitive Surgical, Inc.769US$306K0.14%
Royal Bank Of Canada1,241US$257K0.12%
Advanced Micro Devices Inc420US$244K0.11%
Mcdonald's Corporation825US$223K0.10%
Johnson & Johnson0US$00.00%
First Financial Bankshares, Inc.0US$00.00%
Netapp, Inc.0US$00.00%
Qualcomm Incorporated0US$00.00%
Zoetis Inc.0US$00.00%

Source

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