Sylvest-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MOS",
  "ABBV",
  "JEF",
  "GOOGL",
  "CAT",
  "AVEM",
  "CMI",
  "FFIN",
  null,
  "MCD",
  "ISRG",
  null,
  null,
  "MDT",
  "MSFT",
  null,
  "HSY",
  "IJR",
  "IWD",
  "KR",
  "IWF",
  "AAPL",
  "NVDA",
  "PG",
  "MRK",
  "AMGN",
  null,
  "PKG",
  "PPG",
  "RY",
  "GLD",
  "SSNC",
  "TXN",
  "TRV",
  "UPS",
  "VO",
  null,
  null,
  null,
  null,
  "RGLD",
  "PRI",
  "TTC",
  "AMZN",
  null,
  "DOX",
  "USB",
  "V",
  "WMT",
  "WMB",
  "G",
  "JHG",
  "SCHF",
  "NTAP",
  "BRK-B",
  "BA",
  "CSL",
  "CVX",
  "CSCO",
  "CME",
  "CMA",
  "CMCSA",
  "DE",
  "DCI",
  "DPZ",
  "GOOG",
  "XOM",
  "JNJ",
  "MO",
  "ITOT",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 71
Total Value: 159960191
Accession Number: 0002044121-25-000002
Form Type: 13F-HR
CIK: sylvest-advisors
Manager Name: Sylvest-Advisors

Data Enrichment

86% identified

61 identified10 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

71 positions • $160.0M total value

SEC FilingSEC DataHachi Filing

Manager:

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Merck & Co., Inc.

MRK|58933Y105

Shares:4.6K

Value:$415.7K

% of Portfolio:0.3% ($415.7K/$160.0M)

FIRST FINANCIAL BANKSHARES INC

FFIN|32020R109

Shares:11.4K

Value:$408.9K

% of Portfolio:0.3% ($408.9K/$160.0M)

NVIDIA CORP

NVDA|67066G104

Shares:3.6K

Value:$392.5K

% of Portfolio:0.2% ($392.5K/$160.0M)

AMDOCS LTD

DOX|G02602103

Shares:4.2K

Value:$385.3K

% of Portfolio:0.2% ($385.3K/$160.0M)

AMAZON COM INC

AMZN|023135106

Shares:1.8K

Value:$347.8K

% of Portfolio:0.2% ($347.8K/$160.0M)

Medtronic plc

MDT|G5960L103

Shares:3.4K

Value:$308.0K

% of Portfolio:0.2% ($308.0K/$160.0M)

MCDONALDS CORP

MCD|580135101

Shares:770

Value:$240.7K

% of Portfolio:0.2% ($240.7K/$160.0M)

ROYAL BANK OF CANADA

RY|780087102

Shares:2.1K

Value:$233.3K

% of Portfolio:0.1% ($233.3K/$160.0M)

CATERPILLAR INC

CAT|149123101

Shares:698

Value:$230.3K

% of Portfolio:0.1% ($230.3K/$160.0M)

SPDR GOLD TRUST

GLD|78463V107

Shares:784

Value:$225.9K

% of Portfolio:0.1% ($225.9K/$160.0M)

BOEING CO

BA|097023105

Shares:1.2K

Value:$209.4K

% of Portfolio:0.1% ($209.4K/$160.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Merck & Co., Inc.(MRKcusip58933Y105)	4.6K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$415.7K	0.3% ($415.7K/$160.0M)	QoQ -9.77% (-$45.0K) YoY-
FIRST FINANCIAL BANKSHARES INC(FFINcusip32020R109)	11.4K	QoQ -5.87% (-711) YoY-	All Managers (Combined)	$408.9K	0.3% ($408.9K/$160.0M)	QoQ -6.21% (-$27.1K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	3.6K	QoQ -10.76% (-437) YoY-	All Managers (Combined)	$392.5K	0.2% ($392.5K/$160.0M)	QoQ -27.98% (-$152.5K) YoY-
AMDOCS LTD(DOXcusipG02602103)	4.2K	QoQ +24.36% (+825) YoY-	All Managers (Combined)	$385.3K	0.2% ($385.3K/$160.0M)	QoQ +33.65% (+$97.0K) YoY-
AMAZON COM INC(AMZNcusip023135106)	1.8K	QoQ +0.99% (-18) YoY-	All Managers (Combined)	$347.8K	0.2% ($347.8K/$160.0M)	QoQ -12.41% (-$49.3K) YoY-
Medtronic plc(MDTcusipG5960L103)	3.4K	QoQ +0.43% (+15) YoY-	All Managers (Combined)	$308.0K	0.2% ($308.0K/$160.0M)	QoQ +12.98% (+$35.4K) YoY-
MCDONALDS CORP(MCDcusip580135101)	770	QoQ -1.28% (-10) YoY-	All Managers (Combined)	$240.7K	0.2% ($240.7K/$160.0M)	QoQ +6.37% (-$14.4K) YoY-
ROYAL BANK OF CANADA(RYcusip780087102)	2.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$233.3K	0.1% ($233.3K/$160.0M)	QoQ -6.46% (-$16.1K) YoY-
CATERPILLAR INC(CATcusip149123101)	698	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$230.3K	0.1% ($230.3K/$160.0M)	QoQ -9.07% (-$23.0K) YoY-
SPDR GOLD TRUST(GLDcusip78463V107)	784	QoQ NEW(+784) YoY-	All Managers (Combined)	$225.9K	0.1% ($225.9K/$160.0M)	QoQ NEW(+$225.9K) YoY-
BOEING CO(BAcusip097023105)	1.2K	QoQ -21.78% (-342) YoY-	All Managers (Combined)	$209.4K	0.1% ($209.4K/$160.0M)	QoQ -24.63% (-$68.5K) YoY-