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	Chg Shares	Chg %	Period Price ①	Since Period ①
1	AVEM	AMERICAN CENTY ETF TR	—	82,444.0	$6.6M	3.53%	-14K	-14.3%	$80.58	+19.6%
2	JNJ	JOHNSON & JOHNSON	Healthcare	5,850.0	$1.4M	0.76%	-101.0	-1.7%	$244.44	-5.1%
3	ITOT	ISHARES TR	—	7,921.0	$1.1M	0.60%	-101.0	-1.3%	$142.43	+15.1%
4	FDP	FRESH DEL MONTE PRODUCE INC	Consumer Defensive	26,158.0	$1.1M	0.56%	-324.0	-1.2%	$40.26	-17.4%
5	MO	ALTRIA GROUP INC	Consumer Defensive	10,617.0	$701K	0.37%	-155.0	-1.4%	$65.99	+9.8%
6	G	GENPACT LIMITED	Technology	17,906.0	$667K	0.35%	-126.0	-0.7%	$37.25	-15.3%
7	CVX	CHEVRON CORPORATION	Energy	2,726.0	$564K	0.30%	-121.0	-4.2%	$206.88	-11.5%
8	XOM	EXXON MOBIL CORP	Energy	3,045.0	$517K	0.28%	-2K	-41.3%	$169.67	-13.0%
9	V	VISA INC	Financial Services	1,069.0	$323K	0.17%	-174.0	-14.0%	$302.24	+8.9%
10	FFIN	FIRST FINL BANKSHARES INC	Financial Services	9,084.0	$268K	0.14%	-1K	-12.5%	$29.45	+10.4%
11	RY	ROYAL BK CDA	Financial Services	1,241.0	$201K	0.11%	-329.0	-21.0%	$161.78	+17.0%

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%