SYM FINANCIAL CORPORATION

Institutional InvestorSimilar funds →SEC EDGAR: CIK 764739
Institutional-grade research for retail investors

13F Reported Value

$1.0B

incl. option notional

Equity Holdings

$1.0B

Option Notional

$28,756

$0 puts / $28,756 calls

Holdings

415

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

SYM FINANCIAL CORPORATION disclosed 415 positions worth $1.0B in its Form 13F-HR for Q1 2026$1.0B in common stock plus $28,756 of put/call option positions (reported at underlying notional value, not premium at risk), followed by $WT. During the quarter the fund opened 43 new positions and exited 44 — including a new stake in $SPGI and a full exit from $TEAM. The portfolio is most concentrated in Other (66.6% of disclosed assets). All figures are sourced directly from SYM FINANCIAL CORPORATION’s Form 13F-HR filing with the SEC under CIK 764739.

Sector Allocation

OtherFinancialsTechnologyMaterialsIndustrialsHealthcare

AUM History

Top Equity Holdings by Value

Option Positions

13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.

$GOOGCALL$29K notional

Quarterly Activity — Q1 2026

Click any card to unlock

Top Holdings

AI Quality Scored
  • DIMENSIONAL ETF TRUST

    Quality

    $254.0M6,518,468 sh
  • 62.9#716

    Quality

    $107.4M2,441,302 sh
  • VANGUARD INDEX FDS

    Quality

    $104.5M567,194 sh
  • VANGUARD INDEX FDS

    Quality

    $88.8M276,653 sh
  • ISHARES TR

    Quality

    $85.3M3,723,338 sh
  • SCHWAB STRATEGIC TR

    Quality

    $29.9M1,192,008 sh
  • 38.0

    Quality

    $23.0M551,771 sh
  • VANGUARD STAR FDS

    Quality

    $16.0M207,396 sh
  • 76.1

    Quality

    $13.2M51,834 sh
  • VANGUARD ADMIRAL FDS INC

    Quality

    $11.9M116,656 sh

Unlock AI quality scores for every holding

32-signal composite ranking on each of SYM FINANCIAL CORPORATION's 415 positions.

Showing top 10 of 415 holdings.

Sector Allocation

Other

$666.7M

Financials

$138.4M

Technology

$76.3M

Materials

$28.5M

Industrials

$27.9M

Healthcare

$21.6M

Consumer Discretionary

$18.4M

Energy

$10.1M

Full Holdings — SYM FINANCIAL CORPORATION (Q1 2026)

All 415 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#TickerCompanyValueWeightQoQQuality
1DIMENSIONAL ETF TRUST$254.0M25.4%-1%
2WT$WTWisdomTree, Inc.$107.4M10.7%+0%62.9
3VANGUARD INDEX FDS$104.5M10.4%+1%
4VANGUARD INDEX FDS$88.8M8.9%+8%
5ISHARES TR$85.3M8.5%+5%
6SCHWAB STRATEGIC TR$29.9M3.0%-0%
7DOW$DOWDOW INC.$23.0M2.3%+1%38
8VANGUARD STAR FDS$16.0M1.6%+0%
9AAPL$AAPLApple Inc.$13.2M1.3%+5%76.1
10VANGUARD ADMIRAL FDS INC$11.9M1.2%-3%
11NVDA$NVDANVIDIA CORP$11.3M1.1%+2%90.2
12ISHARES TR$9.8M1.0%+0%
13DOV$DOVDOVER Corp$8.9M0.9%+3%63.1
14MSFT$MSFTMICROSOFT CORP$7.9M0.8%+7%83.7
15LLY$LLYELI LILLY & Co$6.8M0.7%+13%89.3
16ISHARES INC$5.8M0.6%+7%
17VANGUARD TAX-MANAGED FDS$5.6M0.6%-3%
18DIMENSIONAL ETF TRUST$5.6M0.6%+4%
19AMZN$AMZNAMAZON COM INC$5.6M0.6%+5%74.6
20GOOG$GOOGAlphabet Inc.$5.2M0.5%+1%80.2
21SPDR INDEX SHS FDS$5.1M0.5%+10%
22AVGO$AVGOBroadcom Inc.$4.5M0.5%+3%86.4
23SCHWAB STRATEGIC TR$4.3M0.4%+12%
24LKFN$LKFNLAKELAND FINANCIAL CORP$3.7M0.4%+237%
25SPDR INDEX SHS FDS$3.4M0.3%-0%
26WMT$WMTWalmart Inc.$3.2M0.3%-1%63.2
27JPM$JPMJPMORGAN CHASE & CO$3.2M0.3%-1%35.6
28ISHARES TR$3.2M0.3%+13%
29META$METAMeta Platforms, Inc.$3.1M0.3%-0%80.9
30J P MORGAN EXCHANGE TRADED F$2.4M0.2%+13%
31SPY$SPYSPDR S&P 500 ETF TRUST$2.2M0.2%+0%
32JNJ$JNJJOHNSON & JOHNSON$2.2M0.2%+2%72.8
33XOM$XOMEXXON MOBIL CORP$2.1M0.2%+8%61.8
34ISHARES TR$2.1M0.2%-2%
35MA$MAMastercard Inc$2.0M0.2%+3%81.7
36PIMCO ETF TR$2.0M0.2%+15%
37GE$GEGENERAL ELECTRIC CO$1.9M0.2%+2%74.8
38TSLA$TSLATesla, Inc.$1.8M0.2%+5%50.1
39ISHARES TR$1.8M0.2%-0%
40BRK.B$BRK.BBERKSHIRE HATHAWAY INC$1.7M0.2%+8%64.5
41COST$COSTCOSTCO WHOLESALE CORP /NEW$1.6M0.2%+56%67
42GLD$GLDSPDR GOLD TRUST$1.6M0.2%-1%
43SPDR INDEX SHS FDS$1.6M0.2%+10%
44TRGP$TRGPTarga Resources Corp.$1.5M0.1%+0%70
45CSCO$CSCOCISCO SYSTEMS, INC.$1.5M0.1%+2%72.3
46GEV$GEVGE Vernova Inc.$1.5M0.1%+0%70.1
47GOOGL$GOOGLAlphabet Inc.$1.4M0.1%+11%80.2
48APH$APHAMPHENOL CORP /DE/$1.4M0.1%+16%80.5
49MU$MUMICRON TECHNOLOGY INC$1.4M0.1%+7%88.4
50NSC$NSCNORFOLK SOUTHERN CORP$1.3M0.1%+0%70.8
51ISHARES INC$1.3M0.1%+291%
52SCHWAB STRATEGIC TR$1.2M0.1%-7%
53PEP$PEPPEPSICO INC$1.2M0.1%-2%62.7
54FIX$FIXCOMFORT SYSTEMS USA INC$1.2M0.1%-9%79.5
55CB$CBChubb Ltd$1.1M0.1%+7%
56LRCX$LRCXLAM RESEARCH CORP$1.1M0.1%+1%82.4
57JBL$JBLJABIL INC$1.0M0.1%+0%51.9
58V$VVISA INC.$1.0M0.1%+13%83.5
59AMAT$AMATAPPLIED MATERIALS INC /DE$1.0M0.1%+10%74.8
60MRK$MRKMerck & Co., Inc.$1.0M0.1%+0%70.9
61VANGUARD WORLD FD$1.0M0.1%-5%
62KLAC$KLACKLA CORP$951,0020.1%+6%84.4
63MPLX$MPLXMPLX LP$947,8760.1%+334%76.5
64EIX$EIXEDISON INTERNATIONAL$908,7490.1%+8%70.7
65WDC$WDCWESTERN DIGITAL CORP$888,5600.1%-14%76.8
66CMI$CMICUMMINS INC$878,5870.1%+1%58.9
67CVX$CVXCHEVRON CORP$864,4040.1%+7%54.7
68NFLX$NFLXNETFLIX INC$856,9850.1%+34%86.7
69BMY$BMYBRISTOL MYERS SQUIBB CO$850,8590.1%+16%70.1
70ABBV$ABBVAbbVie Inc.$836,3500.1%+3%59.3
71SELECT SECTOR SPDR TR$824,4370.1%-1%
72BKNG$BKNGBooking Holdings Inc.$821,0120.1%-3%55.3
73NOW$NOWServiceNow, Inc.$814,7580.1%+26%76
74ORCL$ORCLORACLE CORP$814,0340.1%-29%67.2
75GM$GMGeneral Motors Co$811,1560.1%+1%58.7
76FDX$FDXFEDEX CORP$775,8860.1%+2%60.3
77PG$PGPROCTER & GAMBLE Co$774,4870.1%+66%72.9
78PCG$PCGPG&E Corp$774,3980.1%-9%59.3
79CAT$CATCATERPILLAR INC$761,4070.1%+3%67.8
80JBHT$JBHTHUNT J B TRANSPORT SERVICES INC$757,7540.1%+1%56.5
81UNH$UNHUNITEDHEALTH GROUP INC$753,1700.1%+3%66.8
82IBM$IBMINTERNATIONAL BUSINESS MACHINES CORP$731,2910.1%+14%66.7
83INTC$INTCINTEL CORP$722,8050.1%-14%41.5
84XEL$XELXCEL ENERGY INC$716,8670.1%+2%
85PNC$PNCPNC FINANCIAL SERVICES GROUP, INC.$692,9400.1%+4%70.9
86HD$HDHOME DEPOT, INC.$685,7880.1%+1%69.2
87AMD$AMDADVANCED MICRO DEVICES INC$681,4910.1%-1%78.8
88KO$KOCOCA COLA CO$680,5740.1%+10%74
89PLTR$PLTRPalantir Technologies Inc.$676,8380.1%+12%85.8
90VANGUARD INDEX FDS$675,8050.1%-3%
91T$TAT&T INC.$673,9170.1%+10%71.9
92MCD$MCDMCDONALDS CORP$672,7200.1%+10%73.9
93ASML$ASMLASML HOLDING NV$665,6980.1%+4%
94DIMENSIONAL ETF TRUST$664,3170.1%+11%
95C$CCITIGROUP INC$664,1290.1%+1%54.8
96LIN$LINLINDE PLC$647,9580.1%+50%
97SCHWAB STRATEGIC TR$644,4720.1%+0%
98A$AAGILENT TECHNOLOGIES, INC.$642,5050.1%-3%64.6
99SNOW$SNOWSnowflake Inc.$641,2870.1%-1%49.6
100ADBE$ADBEADOBE INC.$628,1190.1%+35%80.4
101DIMENSIONAL ETF TRUST$622,6280.1%-0%
102AME$AMEAMETEK INC/$622,0730.1%-2%74.2
103RPM$RPMRPM INTERNATIONAL INC/DE/$620,7530.1%-3%57.3
104CME$CMECME GROUP INC.$618,7580.1%+2%74.5
105VANGUARD SPECIALIZED FUNDS$611,2010.1%+1%
106ANET$ANETArista Networks, Inc.$603,4640.1%-1%86
107UNP$UNPUNION PACIFIC CORP$600,3360.1%-1%74
108WEC$WECWEC ENERGY GROUP, INC.$599,5730.1%-1%67
109TPR$TPRTAPESTRY, INC.$597,6010.1%-30%76.4
110VLO$VLOVALERO ENERGY CORP/TX$594,7220.1%+4%51.4
111SYK$SYKSTRYKER CORP$577,9900.1%+26%69.8
112ILMN$ILMNILLUMINA, INC.$574,7610.1%-4%62.5
113FCX$FCXFREEPORT-MCMORAN INC$572,6350.1%+4%73.1
114BLK$BLKBlackRock, Inc.$567,3860.1%+37%70.3
115QQQ$QQQINVESCO QQQ TRUST, SERIES 1$563,9780.1%+3%
116CPRT$CPRTCOPART INC$563,2710.1%+4%74.9
117VRT$VRTVertiv Holdings Co$553,5310.1%-10%82.7
118ABNB$ABNBAirbnb, Inc.$546,9190.1%+34%70.1
119ISHARES TR$545,9470.1%+0%
120NVS$NVSNOVARTIS AG$539,8190.1%+18%
121HAL$HALHALLIBURTON CO$532,2100.1%-12%50.9
122LMT$LMTLOCKHEED MARTIN CORP$529,0690.1%+12%65
123DHR$DHRDANAHER CORP /DE/$522,5380.1%+17%63.9
124STLD$STLDSTEEL DYNAMICS INC$521,5800.1%+11%56
125SCHWAB STRATEGIC TR$516,2940.1%-9%
126FTI$FTITechnipFMC plc$514,1890.1%+6%
127TRV$TRVTRAVELERS COMPANIES, INC.$510,7320.1%+2%71.5
128WFC$WFCWELLS FARGO & COMPANY/MN$510,0550.1%+14%
129CNC$CNCCENTENE CORP$508,6160.1%-21%52.7
130INCY$INCYINCYTE CORP$506,0830.1%-8%81.2
131ISHARES TR$497,1400.1%+0%
132GILD$GILDGILEAD SCIENCES, INC.$494,7840.1%+5%77.8
133MNST$MNSTMonster Beverage Corp$494,0320.1%-8%77
134AON$AONAon plc$491,8340.1%-7%
135VRSK$VRSKVerisk Analytics, Inc.$488,2270.1%-2%77.3
136JCI$JCIJohnson Controls International plc$484,2530.1%+3%
137MO$MOALTRIA GROUP, INC.$476,7120.1%+2%72.1
138INTU$INTUINTUIT INC.$470,8620.1%+6%82
139PSX$PSXPhillips 66$470,6860.1%+2%47.6
140TSM$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$466,0330.1%+4%
141BAC$BACBANK OF AMERICA CORP /DE/$464,8320.1%-3%68.4
142SPGI$SPGIS&P Global Inc.$460,6430.1%NEW79.4
143HSBC$HSBCHSBC HOLDINGS PLC$460,2940.1%+1%
144REGN$REGNREGENERON PHARMACEUTICALS, INC.$459,7210.1%+2%75.1
145PROSHARES TR$455,1270.1%+0%
146ISHARES TR$449,0450.0%+3%
147TMO$TMOTHERMO FISHER SCIENTIFIC INC.$448,4780.0%+1%63.7
148RL$RLRALPH LAUREN CORP$448,2190.0%+3%76.6
149CCZ$CCZCOMCAST CORP$447,8220.0%+73%70.4
150DIMENSIONAL ETF TRUST$446,2680.0%+0%
151ISHARES INC$442,9820.0%-8%
152CMG$CMGCHIPOTLE MEXICAN GRILL INC$436,7760.0%+8%72.9
153IDXX$IDXXIDEXX LABORATORIES INC /DE$436,5890.0%-8%73.6
154TOL$TOLToll Brothers, Inc.$436,0220.0%-0%68.3
155TJX$TJXTJX COMPANIES INC /DE/$433,1060.0%+23%70.7
156MTZ$MTZMASTEC INC$425,9840.0%-1%59.7
157DVN$DVNDEVON ENERGY CORP/DE$421,9840.0%+0%70.2
158CINF$CINFCINCINNATI FINANCIAL CORP$418,8660.0%+0%77
159FTNT$FTNTFortinet, Inc.$411,7050.0%+44%78.1
160NOC$NOCNORTHROP GRUMMAN CORP /DE/$411,5650.0%+2%60.5
161DINO$DINOHF Sinclair Corp$408,4050.0%-1%54
162VZ$VZVERIZON COMMUNICATIONS INC$401,2850.0%-7%71.6
163ABT$ABTABBOTT LABORATORIES$400,1050.0%+26%67
164RTX$RTXRTX Corp$399,5260.0%+14%70
165ULTA$ULTAUlta Beauty, Inc.$398,8280.0%+2%66.6
166MLM$MLMMARTIN MARIETTA MATERIALS INC$397,3590.0%+4%67.6
167SAN$SANBanco Santander, S.A.$397,0900.0%+0%
168CFG$CFGCITIZENS FINANCIAL GROUP INC/RI$396,8810.0%+0%68.8
169ECL$ECLECOLAB INC.$395,8380.0%-0%64.3
170MUFG$MUFGMITSUBISHI UFJ FINANCIAL GROUP INC$386,7120.0%+7%
171ISHARES TR$385,9100.0%+0%
172ADI$ADIANALOG DEVICES INC$381,4500.0%+4%76.2
173MDY$MDYSPDR S&P MIDCAP 400 ETF TRUST$381,1580.0%+0%
174VEEV$VEEVVEEVA SYSTEMS INC$379,2500.0%-25%77.8
175DAL$DALDELTA AIR LINES, INC.$378,8030.0%+9%64.4
176GD$GDGENERAL DYNAMICS CORP$378,5780.0%+7%73
177SYF$SYFSynchrony Financial$377,9870.0%+8%
178GS$GSGOLDMAN SACHS GROUP INC$375,8890.0%+3%
179COP$COPCONOCOPHILLIPS$374,2200.0%-6%74.8
180MFG$MFGMIZUHO FINANCIAL GROUP INC$372,2030.0%+5%
181TER$TERTERADYNE, INC$367,0170.0%+17%74.6
182ZM$ZMZoom Communications, Inc.$365,6940.0%-28%72.4
183VRSN$VRSNVERISIGN INC/CA$362,6060.0%-3%71.6
184COF$COFCAPITAL ONE FINANCIAL CORP$361,3940.0%-0%71
185CRM$CRMSalesforce, Inc.$358,5930.0%+32%75.2
186FHI$FHIFEDERATED HERMES, INC.$353,4260.0%+0%70.6
187UPS$UPSUNITED PARCEL SERVICE INC$348,3640.0%-2%58.2
188STT$STTSTATE STREET CORP$348,2930.0%+5%61.5
189PM$PMPhilip Morris International Inc.$347,7100.0%+4%80.5
190ORLY$ORLYO REILLY AUTOMOTIVE INC$346,7160.0%-20%72.7
191EVRG$EVRGEvergy, Inc.$346,5220.0%+5%56.2
192CI$CICigna Group$345,1750.0%NEW66.8
193NWG$NWGNatWest Group plc$344,9200.0%+0%
194NTRA$NTRANatera, Inc.$344,3830.0%-6%46.4
195SCHW$SCHWSCHWAB CHARLES CORP$342,8390.0%+9%77.2
196ETN$ETNEaton Corp plc$342,2900.0%+19%
197TT$TTTrane Technologies plc$341,7270.0%-18%
198HWM$HWMHowmet Aerospace Inc.$340,6200.0%-27%79.1
199MT$MTArcelorMittal$340,0010.0%+5%
200TXN$TXNTEXAS INSTRUMENTS INC$339,3590.0%NEW70.4
201VANGUARD INDEX FDS$338,0110.0%+0%
202GSK$GSKGSK plc$335,9970.0%+1%
203ISHARES TR$334,3520.0%+13%
204ICE$ICEIntercontinental Exchange, Inc.$334,0630.0%-3%73.8
205ISHARES TR$331,4260.0%+0%
206MMM$MMM3M CO$330,1080.0%-26%60.7
207EQIX$EQIXEQUINIX INC$329,3610.0%NEW61.4
208UAL$UALUnited Airlines Holdings, Inc.$321,9690.0%+3%61.3
209ROL$ROLROLLINS INC$317,3620.0%-8%73.2
210ISHARES TR$316,2150.0%-2%
211TGT$TGTTARGET CORP$316,0900.0%NEW53.1
212SSGA ACTIVE ETF TR$312,5160.0%+2%
213FERG$FERGFerguson Enterprises Inc. /DE/$311,4020.0%-1%58.9
214DIS$DISWalt Disney Co$310,4360.0%-4%68.9
215MRSH$MRSHMARSH & MCLENNAN COMPANIES, INC.$310,3020.0%+27%71.5
216EME$EMEEMCOR Group, Inc.$310,0900.0%+14%71.7
217MKTX$MKTXMARKETAXESS HOLDINGS INC$309,1730.0%-13%68.6
218__PARK_1390777$__PARK_1390777Bank of New York Mellon Corp$307,6080.0%+12%36.7
219EXPE$EXPEExpedia Group, Inc.$305,2370.0%-17%65.7
220KR$KRKROGER CO$302,4650.0%-3%51.1
221TMUS$TMUST-Mobile US, Inc.$302,2330.0%NEW72.7
222TAK$TAKTAKEDA PHARMACEUTICAL CO LTD$299,4680.0%+1%
223WAB$WABWESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP$299,1420.0%-0%70.8
224TXT$TXTTEXTRON INC$296,5660.0%+1%58.2
225BBVA$BBVABANCO BILBAO VIZCAYA ARGENTARIA, S.A.$296,1140.0%+0%
226BTI$BTIBritish American Tobacco p.l.c.$295,8580.0%+39%
227LECO$LECOLINCOLN ELECTRIC HOLDINGS INC$295,4090.0%+3%67.5
228RGLD$RGLDROYAL GOLD INC$294,6990.0%-1%79.4
229HII$HIIHUNTINGTON INGALLS INDUSTRIES, INC.$292,5230.0%+0%55.4
230DIMENSIONAL ETF TRUST$288,4640.0%+0%
231MDT$MDTMedtronic plc$287,9380.0%-37%
232GRMN$GRMNGARMIN LTD$287,4600.0%+16%
233GLW$GLWCORNING INC /NY$287,0330.0%NEW72.7
234ISHARES TR$285,7320.0%+3%
235CCK$CCKCROWN HOLDINGS, INC.$283,6120.0%+0%61.9
236ETR$ETRENTERGY CORP /DE/$282,3610.0%+1%65.1
237MOH$MOHMOLINA HEALTHCARE, INC.$281,3960.0%NEW60.5
238CIEN$CIENCIENA CORP$279,9140.0%-54%70.7
239AXS$AXSAXIS CAPITAL HOLDINGS LTD$276,3420.0%+5%
240VLY$VLYVALLEY NATIONAL BANCORP$274,2860.0%+0%
241NTRS$NTRSNORTHERN TRUST CORP$273,8360.0%+2%71.8
242ISHARES TR$271,5390.0%+0%
243ACN$ACNAccenture plc$271,4590.0%-35%
244AEP$AEPAMERICAN ELECTRIC POWER CO INC$270,4600.0%+3%75.4
245PFE$PFEPFIZER INC$264,6340.0%+5%69
246ALL$ALLALLSTATE CORP$261,9990.0%+16%76.6
247AMGN$AMGNAMGEN INC$261,4850.0%+6%79.5
248CHRW$CHRWC. H. ROBINSON WORLDWIDE, INC.$261,0620.0%NEW59.8
249CG$CGCarlyle Group Inc.$260,4350.0%+2%47.3
250UBER$UBERUber Technologies, Inc$258,8040.0%+29%79.3
251BCS$BCSBARCLAYS PLC$255,9510.0%+1%
252NBIX$NBIXNEUROCRINE BIOSCIENCES INC$255,8390.0%-5%75.4
253UGI$UGIUGI CORP /PA/$255,5230.0%-0%70.3
254CRH$CRHCRH PUBLIC LTD CO$253,3390.0%+9%
255KMX$KMXCARMAX INC$253,0970.0%-13%54.1
256ROP$ROPROPER TECHNOLOGIES INC$253,0100.0%-19%72.2
257GS$GSGOLDMAN SACHS GROUP INC$252,8280.0%+0%
258OSK$OSKOSHKOSH CORP$251,8760.0%+0%53
259CVS$CVSCVS HEALTH Corp$250,2730.0%-11%51.3
260ISHARES TR$249,7340.0%+0%
261MDB$MDBMongoDB, Inc.$248,9310.0%+23%54.6
262HON$HONHONEYWELL INTERNATIONAL INC$248,2640.0%NEW65.7
263EXEL$EXELEXELIXIS, INC.$247,3900.0%-10%79.4
264BDX$BDXBECTON DICKINSON & CO$245,1220.0%-4%50.7
265NEE$NEENEXTERA ENERGY INC$245,1100.0%-2%71.7
266VANGUARD WORLD FD$243,8440.0%+0%
267PTY$PTYPIMCO CORPORATE & INCOME OPPORTUNITY FUND$242,8160.0%+5%
268IT$ITGARTNER INC$242,7350.0%+2%65.2
269ISHARES TR$242,5770.0%+0%
270HLT$HLTHilton Worldwide Holdings Inc.$242,0480.0%+0%73.1
271TRU$TRUTransUnion$241,1270.0%-22%69.1
272IVZ$IVZInvesco Ltd.$240,2840.0%+4%
273BURL$BURLBurlington Stores, Inc.$240,1300.0%NEW59.4
274BMRN$BMRNBIOMARIN PHARMACEUTICAL INC$239,2350.0%-6%74.1
275NUE$NUENUCOR CORP$236,4020.0%+3%58.9
276USB$USBUS BANCORP DE$236,3330.0%+7%71.4
277IQV$IQVIQVIA HOLDINGS INC.$234,8340.0%-17%59.7
278TSN$TSNTYSON FOODS, INC.$234,6240.0%NEW51.9
279DD$DDDuPont de Nemours, Inc.$234,5120.0%NEW31.1
280LNC$LNCLINCOLN NATIONAL CORP$233,8650.0%-2%50.8
281ANF$ANFABERCROMBIE & FITCH CO /DE/$230,9830.0%+47%64.6
282EVR$EVREvercore Inc.$230,7480.0%+2%76.1
283SELECT SECTOR SPDR TR$229,5120.0%-10%
284ET$ETEnergy Transfer LP$229,1490.0%-23%64.5
285RBLX$RBLXRoblox Corp$227,8800.0%-47%53.7
286DELL$DELLDell Technologies Inc.$226,3350.0%NEW76
287ISRG$ISRGINTUITIVE SURGICAL INC$225,4240.0%+35%81.4
288OXY$OXYOCCIDENTAL PETROLEUM CORP /DE/$224,5750.0%NEW66.3
289DHI$DHIHORTON D R INC /DE/$224,5210.0%-22%54.6
290MPC$MPCMarathon Petroleum Corp$222,6920.0%NEW50.7
291MLI$MLIMUELLER INDUSTRIES INC$222,3760.0%NEW77.5
292PGR$PGRPROGRESSIVE CORP/OH/$222,2270.0%-41%83.6
293HBAN$HBANHUNTINGTON BANCSHARES INC /MD/$221,3850.0%-22%69.4
294DOV$DOVDOVER Corp$221,1650.0%+4%63.1
295NET$NETCloudflare, Inc.$220,1650.0%NEW52.6
296TW$TWTradeweb Markets Inc.$220,0240.0%NEW80.9
297MCK$MCKMCKESSON CORP$218,9360.0%+0%63.7
298BSX$BSXBOSTON SCIENTIFIC CORP$216,8640.0%NEW79.9
299FHN$FHNFIRST HORIZON CORP$216,0380.0%+0%43.8
300SONY$SONYSony Group Corp$215,0320.0%-17%
301BIIB$BIIBBIOGEN INC.$210,8300.0%NEW65.6
302TXRH$TXRHTexas Roadhouse, Inc.$210,3880.0%NEW68
303LULU$LULUlululemon athletica inc.$210,2060.0%NEW62.9
304IFF$IFFINTERNATIONAL FLAVORS & FRAGRANCES INC$209,3070.0%NEW42.4
305MANH$MANHMANHATTAN ASSOCIATES INC$208,7320.0%-4%70.1
306QCOM$QCOMQUALCOMM INC/DE$208,5550.0%-14%81.9
307J P MORGAN EXCHANGE TRADED F$207,5010.0%-1%
308HCA$HCAHCA Healthcare, Inc.$206,8060.0%+0%70.5
309SCHWAB STRATEGIC TR$206,0690.0%+0%
310CTVA$CTVACorteva, Inc.$205,3280.0%NEW48.4
311FIRST TR EXCHNG TRADED FD VI$204,8950.0%+2%
312MSCI$MSCIMSCI Inc.$204,2850.0%NEW77.6
313DIMENSIONAL ETF TRUST$203,4360.0%+0%
314CAPITAL GRP FIXED INCM ETF T$203,3810.0%+0%
315EPD$EPDENTERPRISE PRODUCTS PARTNERS L.P.$203,1910.0%NEW66.4
316AZO$AZOAUTOZONE INC$202,6670.0%-6%66.5
317CSX$CSXCSX CORP$202,4590.0%NEW66.4
318ADP$ADPAUTOMATIC DATA PROCESSING INC$202,2070.0%+23%77.9
319NEM$NEMNEWMONT Corp /DE/$201,2370.0%NEW88.3
320BR$BRBROADRIDGE FINANCIAL SOLUTIONS, INC.$200,9880.0%NEW77.6
321PEN$PENPenumbra Inc$200,9620.0%-7%69.7
322EA$EAELECTRONIC ARTS INC.$200,2000.0%-2%71.1
323ISHARES TR$196,5760.0%+32%
324S$SSentinelOne, Inc.$188,0350.0%NEW41.4
325SELECT SECTOR SPDR TR$180,4780.0%+0%
326ISHARES TR$178,8920.0%+0%
327IVZ$IVZInvesco Ltd.$168,1860.0%-2%
328SELECT SECTOR SPDR TR$161,7300.0%-6%
329ISHARES TR$153,0880.0%+0%
330PROSHARES TR$144,3800.0%+0%
331ISHARES TR$144,3590.0%-67%
332VANGUARD INDEX FDS$143,2700.0%-37%
333DNP$DNPDNP SELECT INCOME FUND INC$133,5210.0%+2%
334VANGUARD INDEX FDS$131,9110.0%-14%
335NMR$NMRNOMURA HOLDINGS INC$126,5240.0%+5%
336SELECT SECTOR SPDR TR$125,0580.0%-13%
337INVESCO EXCHANGE TRADED FD T$120,5200.0%+0%
338SPDR SERIES TRUST$118,4400.0%NEW
339ISHARES INC$116,7310.0%-6%
340DIMENSIONAL ETF TRUST$115,2290.0%+0%
341SCHWAB STRATEGIC TR$113,9020.0%-4%
342VANGUARD INDEX FDS$108,6250.0%+0%
343ISHARES TR$108,5440.0%+276%
344VANGUARD INDEX FDS$108,4570.0%+0%
345VANGUARD SCOTTSDALE FDS$106,9520.0%NEW
346J P MORGAN EXCHANGE TRADED F$102,7570.0%+0%
347IVZ$IVZInvesco Ltd.$100,1950.0%+0%
348ISHARES TR$99,7900.0%+0%
349GAB$GABGABELLI EQUITY TRUST INC$97,5760.0%+45%
350WIT$WITWIPRO LTD$88,1880.0%+148%
351ISHARES TR$86,6310.0%+0%
352LYG$LYGLloyds Banking Group plc$84,4740.0%+0%
353ISHARES TR$82,3500.0%+0%
354SPDR SERIES TRUST$80,7050.0%NEW
355SCHWAB STRATEGIC TR$80,4590.0%+0%
356DIMENSIONAL ETF TRUST$76,2360.0%+0%
357ISHARES TR$74,1520.0%+0%
358VANGUARD SCOTTSDALE FDS$70,4000.0%NEW
359ISHARES TR$70,1300.0%+14%
360ISHARES TR$63,3010.0%+0%
361ISHARES TR$63,2280.0%+0%
362SELECT SECTOR SPDR TR$58,4050.0%+0%
363ISHARES TR$47,7580.0%+0%
364VANGUARD INDEX FDS$44,7340.0%+0%
365DIMENSIONAL ETF TRUST$43,3230.0%+0%
366PIMCO ETF TR$42,6330.0%+0%
367IVZ$IVZInvesco Ltd.$42,5580.0%+28%
368NWL$NWLNEWELL BRANDS INC.$41,5850.0%NEW41.3
369SCHWAB STRATEGIC TR$40,7850.0%+0%
370ISHARES TR$39,5630.0%-79%
371DIMENSIONAL ETF TRUST$35,2890.0%+128%
372CAPITAL GRP FIXED INCM ETF T$34,5580.0%+289%
373J P MORGAN EXCHANGE TRADED F$33,1980.0%+0%
374ISHARES TR$32,8130.0%+0%
375ISHARES TR$32,4410.0%+0%
376ISHARES TR$31,6310.0%+0%
377ISHARES TR$30,7260.0%+0%
378GOOG$GOOGCALLAlphabet Inc.$28,756+0%80.2
379ISHARES TR$28,2740.0%+0%
380ISHARES TR$27,3650.0%+0%
381ISHARES TR$27,3590.0%+0%
382ISHARES TR$26,9150.0%+0%
383WT$WTWisdomTree, Inc.$24,6850.0%+0%62.9
384INVESCO EXCHANGE TRADED FD T$24,2140.0%-80%
385ISHARES TR$23,8420.0%+0%
386VANGUARD ADMIRAL FDS INC$21,0340.0%-21%
387SPDR SERIES TRUST$19,9020.0%NEW
388PIMCO ETF TR$19,2900.0%-58%
389ISHARES TR$19,0220.0%+0%
390VANGUARD ADMIRAL FDS INC$18,1470.0%+0%
391DIMENSIONAL ETF TRUST$18,0670.0%+0%
392INVESCO EXCHANGE TRADED FD T$13,5320.0%+0%
393SPDR SERIES TRUST$12,7820.0%NEW
394VANGUARD INTL EQUITY INDEX F$12,6480.0%+0%
395ISHARES TR$12,5550.0%+0%
396ISHARES TR$11,5880.0%-85%
397SELECT SECTOR SPDR TR$11,3810.0%-10%
398J P MORGAN EXCHANGE TRADED F$11,3360.0%+0%
399VANGUARD SCOTTSDALE FDS$9,8170.0%NEW
400VANGUARD SCOTTSDALE FDS$9,5120.0%NEW
401IVZ$IVZInvesco Ltd.$9,0520.0%NEW
402SPDR SERIES TRUST$7,9310.0%NEW
403ISHARES TR$7,6330.0%+0%
404CAPITAL GRP FIXED INCM ETF T$7,5510.0%+0%
405ISHARES TR$5,6790.0%-85%
406IVZ$IVZInvesco Ltd.$4,4450.0%NEW
407VANGUARD SCOTTSDALE FDS$4,3030.0%NEW
408ISHARES TR$2,6590.0%-96%
409ISHARES TR$2,2740.0%-89%
410ISHARES TR$1,9600.0%+0%
411VANGUARD INTL EQUITY INDEX F$1,5560.0%+0%
412ISHARES TR$1,5410.0%+0%
413SPDR SERIES TRUST$1,2630.0%NEW
414GABELLI EQUITY TR INC$1190.0%+41%
415IVZ$IVZInvesco Ltd.$00.0%NEW

New Positions (43)

SPGI$SPGI S&P Global Inc.$460,643
CI$CI Cigna Group$345,175
TXN$TXN TEXAS INSTRUMENTS INC$339,359
EQIX$EQIX EQUINIX INC$329,361
TGT$TGT TARGET CORP$316,090
TMUS$TMUS T-Mobile US, Inc.$302,233
GLW$GLW CORNING INC /NY$287,033
MOH$MOH MOLINA HEALTHCARE, INC.$281,396
CHRW$CHRW C. H. ROBINSON WORLDWIDE, INC.$261,062
HON$HON HONEYWELL INTERNATIONAL INC$248,264
BURL$BURL Burlington Stores, Inc.$240,130
TSN$TSN TYSON FOODS, INC.$234,624
DD$DD DuPont de Nemours, Inc.$234,512
DELL$DELL Dell Technologies Inc.$226,335
OXY$OXY OCCIDENTAL PETROLEUM CORP /DE/$224,575

Exited Positions (44)

TEAM$TEAM Atlassian Corp
HOOD$HOOD Robinhood Markets, Inc.
TFX$TFX TELEFLEX INC
PYPL$PYPL PayPal Holdings, Inc.
LVS$LVS LAS VEGAS SANDS CORP
AMT$AMT AMERICAN TOWER CORP /MA/
ALNY$ALNY ALNYLAM PHARMACEUTICALS, INC.
TYL$TYL TYLER TECHNOLOGIES INC
DASH$DASH DoorDash, Inc.
ADSK$ADSK Autodesk, Inc.
BBY$BBY BEST BUY CO INC
ZS$ZS Zscaler, Inc.
DKNG$DKNG DraftKings Inc.
SAP$SAP SAP SE
UTHR$UTHR UNITED THERAPEUTICS Corp

Browse Top Institutional Investors

13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.

to search all 8,700+ institutional filers.

Available Analysis

13F Pro tracks comprehensive institutional data for SYM FINANCIAL CORPORATION including:

Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights

Track SYM FINANCIAL CORPORATION's Full Portfolio

See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for SYM FINANCIAL CORPORATION and 8,700+ other institutional investors.

View Pricing

Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).

Passwordless sign-in · Payments by Stripe · Auth by Clerk

AI-Powered Hedge Fund Analysis: SYM FINANCIAL CORPORATION

13F Pro is an AI hedge fund tracker and stock research platform. For SYM FINANCIAL CORPORATION (SEC CIK: 764739), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in SYM FINANCIAL CORPORATION's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.