Portfolio (Quarterly) Guide ↗

Sylvest Advisors, LLC

· CIK 0002044121

13F Portfolio $188M AUM 70 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 8 New 31 Added 11 Reduced 7 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	CMI	CUMMINS INC	Industrials	2,857	$1.5M	0.78%	SOLD
2	ABBV	ABBVIE INC	Healthcare	5,704	$1.3M	0.69%	SOLD
3	RGLD	ROYAL GOLD INC	Basic Materials	4,494	$999K	0.53%	SOLD
4	JHG	JANUS HENDERSON GROUP PLC	Financial Services	11,810	$562K	0.30%	SOLD
5	RSPG	INVESCO EXCHANGE TRADED FD T	—	6,904	$549K	0.29%	SOLD
6	CAG	CONAGRA BRANDS INC	Consumer Defensive	21,971	$380K	0.20%	SOLD
7	SSUS	STRATEGY SHS	—	5,697	$278K	0.15%	SOLD

Sector Allocation

Technology 40.6%

Healthcare 14.5%

Financial Services 11.1%

Consumer Defensive 8.9%

Industrials 8.4%

Consumer Cyclical 5.7%

Communication Services 4.9%

Basic Materials 3.2%

Energy 2.6%