Fund HoldingsSylvest Advisors, LLC

Total Portfolio Value
$188.05M
Total Bought
$14.67M
Total Sold
$7.70M
Net Transaction
+$6.97M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
VANGUARD INDEX FDS017,088+17,08801,5160.81%+1,516
ISHARES TR117,450122,226+4,77624,70426,11613.89%+1,412
BRISTOL-MYERS SQUIBB CO(BMY)013,769+13,76908350.44%+835
AMERICAN CENTY ETF TR43,95447,390+3,4364,4825,2352.78%+753
SCHWAB STRATEGIC TR860,077864,057+3,98020,67621,38511.37%+709
PRICE T ROWE GROUP INC(TROW)07,734+7,73406970.37%+697
QUALCOMM INC(QCOM)05,388+5,38806940.37%+694
ACCENTURE PLC IRELAND
SHS CLASS A
03,224+3,22406390.34%+639
PACER FDS TR
US CASH COWS 100
219,078220,764+1,68613,18213,8117.34%+629
WISDOMTREE TR(WT)49,03156,894+7,8633,2753,8242.03%+549
ISHARES TR93,76194,929+1,16811,26811,8016.28%+532
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
010,889+10,88905180.28%+518
AMERICAN CENTY ETF TR02,750+2,75003060.16%+306
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
01,053+1,05302020.11%+202
JOHNSON & JOHNSON(JNJ)5,9515,850-1011,2321,4300.76%+198
MERCK & CO INC(MRK)11,82711,772-551,2451,4160.75%+171
TORO CO8,3428,667+3256578100.43%+153
HERSHEY CO(HSY)4,9865,042+569071,0480.56%+141
CHEVRON CORPORATION(CVX)2,8472,726-1214345640.30%+130
FRESH DEL MONTE PRODUCE INC(DMC)26,48226,158-3249441,0530.56%+110
MOSAIC CO(MOS)19,33722,160+2,8234665650.30%+99
ZOETIS INC(ZTS)5,9927,192+1,2007548500.45%+96
AMGEN INC(AMGN)3,1243,147+231,0231,1070.59%+85
ALTRIA GROUP INC(MO)10,77210,617-1556217010.37%+80
PPG INDS INC(PPG)7,0927,509+4177278030.43%+76
WALMART INC(WMT)5,0245,02405606240.33%+65
CATERPILLAR INC(CAT)364377+132082670.14%+59
AMDOCS LTD(DOX)5,9538,085+2,1324795280.28%+48
TENNANT CO(TNC)7,1338,594+1,4615265710.30%+45
UNITED PARCEL SVCS INC(UPS)4,2904,706+4164264630.25%+37
VANGUARD INDEX FDS56,54157,244+70316,40916,4398.74%+30
CARLISLE COS INC(CSL)2,0152,021+66456740.36%+30
ISHARES GOLD TR(IAU)2,8002,80002272470.13%+20
NETAPP INC(NTAP)8,7009,287+5879329510.51%+19
FIRST TR EXCHANGE-TRADED ALP
SML CP GRW ALP
8,4058,510+1058088250.44%+17
PACKAGING CORP AMER(PKG)2,5552,557+25275430.29%+16
COMCAST CORP NEW(CCZ)12,63413,511+8773783880.21%+10
FIRST TR EXCHANGE-TRADED ALP
MID CP GR ALPH
18,54718,793+2461,6911,7010.90%+9
MCDONALDS CORP(MCD)79779702442480.13%+4
TRAVELERS COMPANIES INC(TRV)1,7351,73505035060.27%+3
PROCTER & GAMBLE CO(PG)2,1492,14903083100.17%+2
GOLDMAN SACHS GROUP INC(GS)30030002642540.13%-10
MARSH & MCLENNAN COS INC(MRSH)3,5043,684+1806506390.34%-11
NVIDIA CORPORATION(NVDA)2,6322,750+1184914800.26%-11
VANGUARD INDEX FDS71071002242120.11%-11
PRIMERICA INC(PRI)2,0002,00005175010.27%-16
US BANCORP(USB)12,33212,279-536586390.34%-19
DONALDSON INC(DCI)9,2379,192-458197800.41%-39
AMAZON COM INC(AMZN)1,7481,74804033640.19%-39
FIRST FINL BANKSHARES INC(FFIN)10,3849,084-1,3003102680.14%-43
DOMINOS PIZZA INC(DPZ)1,4531,559+1066065590.30%-46
BERKSHIRE HATHAWAY INC DEL2,0052,00501,0089610.51%-47
ISHARES TR8,0227,921-1011,1931,1280.60%-65
VANGUARD INDEX FDS13,00313,382+3794,3594,2932.28%-66
ROYAL BK CDA(RY)1,5701,241-3292682010.11%-67
ALPHABET INC(GOOG)2,7652,755-108687900.42%-77
ALPHABET INC(GOOG)3,1293,133+49799010.48%-79
SS&C TECH HLDGS(SSNC)7,5658,595+1,0306615810.31%-81
TESLA INC(TSLA)1,7871,895+1088047040.37%-99
EXXON MOBIL CORP5,1843,045-2,1396245170.27%-107
INTUITIVE SURGICAL INC1,0191,01905774700.25%-107
VISA INC(V)1,2431,069-1744363230.17%-113
JEFFERIES FINANCIAL GROUP IN(JEF)9,18010,356+1,1765694270.23%-141
GENPACT LIMITED
SHS
18,03217,906-1268446670.35%-177
PACER FDS TR
US LRG CP CASH
304,194311,679+7,48510,71110,5165.59%-195
ORACLE CORP(ORCL)4,3224,32208426360.34%-207
STRATEGY SHS
DAY HAGAN SMART
5,6970-5,6972780-278
APPLE INC(AAPL)17,90318,048+1454,8674,5802.44%-287
CONAGRA BRANDS INC(CAG)21,9710-21,9713800-380
INVESCO EXCHANGE TRADED FD T
S&P500 EQL ENR
6,9040-6,9045490-549
JANUS HENDERSON GROUP PLC11,8100-11,8105620-562
AMERICAN CENTY ETF TR96,26082,444-13,8167,4146,6433.53%-771
ROYAL GOLD INC(RGLD)4,4940-4,4949990-999
ISHARES TR41,41743,223+1,80619,60318,4309.80%-1,173
ABBVIE INC(ABBV)5,7040-5,7041,3030-1,303
CUMMINS INC(CMI)2,8570-2,8571,4580-1,458
MICROSOFT CORP(MSFT)18,38319,923+1,5408,8907,3753.92%-1,515
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