Matthew J. Syverson Portfolio
Invests via Sound Stewardship, LLC | Managed by Matthew Johnne Syverson, Jonathan David Harrison
Invests via Sound Stewardship, LLC
Managed by Matthew Johnne Syverson, Jonathan David Harrison
Automatically Tracked
Matthew J. Syverson Profile
Seasoned private equity investor and operating executive focused on sourcing, structuring and scaling middle-market businesses across technology and services. Matthew J. Syverson combines deal execution, portfolio company governance and capital-raising experience to drive value creation and operational improvement. Known for board-level leadership, M&A oversight and financial discipline, he engages with sponsors and management teams on strategy, EBITDA expansion and exit readiness. Market-oriented profile for investors assessing sponsor capability and operational playbook.
Seasoned private equity investor and operating executive focused on sourcing, structuring and scaling middle-market businesses across technology and services. Matthew J. Syverson combines deal execution, portfolio company governance and capital-raising experience to drive value creation and operational improvement. Known for board-level leadership, M&A oversight and financial discipline, he engages with sponsors and management teams on strategy, EBITDA expansion and exit readiness. Market-oriented profile for investors assessing sponsor capability and operational playbook.
Investment Philosophy & Strategy
Combines operational private-equity rigor with hands-on governance to target scalable middle-market technology and services businesses. Prioritizes deal structures that align sponsor and management incentives, emphasizing EBITDA expansion through operational improvement, disciplined add-on M&A, and rigorous capital stewardship. Favors 3–7 year horizons focused on value creation, clear exit paths, and board-led transformation. Risk discipline centers on cash-flow resilience, margin uplift initiatives, and active portfolio oversight.
Combines operational private-equity rigor with hands-on governance to target scalable middle-market technology and services businesses. Prioritizes deal structures that align sponsor and management incentives, emphasizing EBITDA expansion through operational improvement, disciplined add-on M&A, and rigorous capital stewardship. Favors 3–7 year horizons focused on value creation, clear exit paths, and board-led transformation. Risk discipline centers on cash-flow resilience, margin uplift initiatives, and active portfolio oversight.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
-0.41%
Gain
Monthly
0.15%
Yearly
1.87%
Drawdown
30.65%
$241.05M
Equity
Holdings
$241.05M
Investment
$183.34M
$66.96M
Profit -$771,032.66
Realized
$9.25M
Unrealized
$57.71M
Dividends
$16.17M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$771,032.66
Win %
79%
This Week
Compared To Last Week
Gain
-0.41%
Profit
-$984,018.35
Win %
79%
This Month
Compared to last month
Gain
-0.51%
Profit
-$1.23M
Win %
79%
This Year
Compared to last year
Gain
-0.62%
Profit
-$1.48M
Win %
79%
GRMN Garmin Ltd.
+3.43%
+$7,858.92 
EPR EPR Properties
+2.97%
+$24,097.5 
CP Canadian Pacific Kansas City Limited
+2.62%
+$14,385.9 
MSFT Microsoft Corp.
+2.06%
+$19,731.38 
CBSH Commerce Bancshares, Inc.
+1.91%
+$4,350.09 
TPSC Timothy Plan US Small Cap Core ETF
+1.34%
+$17,742.71 
LNT Alliant Energy Corporation
+1.21%
+$5,858.13 
AAPL Apple Inc.
+1.14%
+$15,620.28 
DGRO iShares Core Dividend Growth ETF
+0.99%
+$20,678.08 
OGE Oge Energy Corp.
+0.94%
+$1,971.1 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.84%
+$101,242.89 
EVRG Evergy Inc.
+0.82%
+$2,958.59 
IJR iShares Core S&P Small-Cap ETF
+0.7%
+$55,079.25 
TPLC Timothy Plan US Large/Mid Cap Core ETF
+0.65%
+$5,669.95 
BRK-B Berkshire Hathaway Inc.
+0.43%
+$1,180.9 
FNDB Schwab Fundamental U.S. Broad Market ETF
+0.41%
+$81,193.5 
XJH iShares ESG Screened S&P Mid-Cap ETF
+0.38%
+$1,003.47 
IJH iShares Core S&P Mid-Cap ETF
+0.28%
+$21,717.37 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.03%
+$2,161.99 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.01%
+$22.8 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
0%
$0 
BSJT Invesco BulletShares 2029 High Yield Fund
0%
$0 
LRCX Lam Research Corporation
-5.14%
-$9,476.5 
AVGO Broadcom Inc.
-4.43%
-$13,203.54 
CAT Caterpillar Inc.
-4.3%
-$8,581.57 
PWR Quanta Services Inc.
-3.21%
-$9,755.46 
GOOGL Alphabet Inc
-2.74%
-$11,990.43 
NVDA NVIDIA Corporation
-2.71%
-$19,512.14 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.68%
-$208,806.75 
XBI SPDR S&P Biotech ETF
-2.67%
-$7,068.01 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-2.55%
-$226,549.53 
NUEM Nuveen ESG Emerging Markets Equity Fund
-2.29%
-$6,299.88 
VGT Vanguard Information Technology ETF
-1.94%
-$143,550.68 
IAU iShares Gold Trust
-1.85%
-$7,000.65 
EWX SPDR S&P Emerging Markets Small Cap ETF
-1.42%
-$4,602.25 
IXUS iShares Core International Stock ETF
-1.15%
-$7,161.3 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$30,828.42 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-1.13%
-$26,709.84 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.09%
-$106,000.51 
JPM JPMorgan Chase & Co.
-1.08%
-$3,560.71 
TSLA Tesla, Inc.
-1.03%
-$2,060.35 
FNDF Schwab Fundamental International Large Company Index ETF
-0.83%
-$82,321.88 
EFA iShares MSCI EAFE ETF
-0.8%
-$3,964.8 
TPIF Timothy Plan International ETF
-0.65%
-$13,575.45 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.61%
-$1,259.67 
IVV iShares Core S&P 500 ETF
-0.55%
-$89,695.2 
VOO Vanguard S&P 500 ETF
-0.55%
-$2,340.8 
SPY SPDR S&P 500 ETF Trust
-0.55%
-$2,060 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.53%
-$4,917.24 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.5%
-$16,881.16 
XVV iShares ESG Screened S&P 500
-0.49%
-$4,581.09 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.49%
-$56,234.37 
SCHX Schwab U.S. Large-Cap ETF
-0.49%
-$1,821.63 
NUDM Nuveen ESG International Developed Markets Equity Fund
-0.47%
-$3,810.64 
SUSA iShares MSCI USA ESG Select ETF
-0.42%
-$2,113.03 
DOL WisdomTree International LargeCap Dividend Fund
-0.42%
-$858.94 
PRXG Praxis Impact Large Cap Growth ETF
-0.41%
-$1,386.29 
IDV iShares International Select Dividend ETF
-0.24%
-$5,719.24 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.24%
-$2,578.94 
DLS WisdomTree International SmallCap Dividend Fund
-0.17%
-$1,051.08 
A Agilent Technologies Inc.
-0.16%
-$565.43 
BSJS Invesco BulletShares 2028 High Yield Fund
-0.13%
-$1,902.99 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.08%
-$6,874.06 
BSJR Invesco Bulletshares 2027 High Yield Fund
-0.07%
-$927.43 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$4,374.52 
TIP iShares TIPS Bond ETF
-0.04%
-$2,734.34 
VO Vanguard Mid-Cap ETF
-0.03%
-$87.47 
NEE NextEra Energy, Inc.
-0.03%
-$138.65 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
-0.03%
-$2,362.41 
BND Vanguard Total Bond Market Index Fund
-0.02%
-$7,979.66 
SPHY SPDR Portfolio High Yield Bond ETF
-0.02%
-$522.51 
SCHP Schwab U.S. TIPS ETF
-0.02%
-$46.23 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.01%
-$526.4 Events
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Dividends
Dividend Analysis
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| Trades 832 | Longs Won 687/832 82% | Profit Factor 111.42 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $446,482.09 |
| Average Win $98,349.91 | Best Trade (Jul 16) $7.1M | Sharpe Ratio -11.92 |
| Average Loss -$4,181.99 | Worst Trade (Jul 16) -$63,253 | Z-Score 16.53 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2d | Expectancy $80,480.77 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 58,824 | 52,941 | 47,059 | 41,176 | 35,294 | 29,412 | 23,529 | 17,647 | 11,765 | 5,882 |
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Returns
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