SYM FINANCIAL Corp
Sector Allocation
- Other69.3%$910.0M
- Financials12.0%$157.8M
- Technology8.0%$105.0M
- Healthcare2.4%$32.1M
- Industrials2.4%$31.6M
- Materials1.7%$22.2M
- Consumer Discretionary1.4%$18.1M
- Energy1.1%$14.1M
- Consumer Staples0.8%$10.6M
- Utilities0.5%$5.9M
AUM History
13fpro.ai/research/fund/sym-financial-corp-764739
Conviction and streaks
Stable · top 10 = 73.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- DIMENSIONAL$280.7M
- DIMENSIONAL$194.4M
WT
$115.1M- VANGUARD$111.9M
- VANGUARD$100.5M
- ISHARES$88.2M
- SCHWAB$34.8M
AAPL
$16.6MDOW
$15.3MNVDA
$13.6M- VANGUARD$12.3M
- VANGUARD$11.6M
MSFT
$10.5M- ISHARES$10.5M
DOV
$10.1MLLY
$8.6MAMZN
$6.9M- SPDR$6.3M
- ISHARES$6.1M
GOOGL
$5.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/sym-financial-corp-764739
SYM FINANCIAL Corp 13F holdings — Q3 2026
$1.3B portfolio (+5.6% QoQ) · 524 holdings · Q3 2026 13F · top 10 are 74% of the stock portfolio
Includes $34K of put/call options ($0 puts, $34K calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $1.3B. Weights use the stock portfolio.
- 1
DIMENSIONAL ETF TRUST - INTL CORE EQT MK
$280.7M
21.4% of stocks
+0.7%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
DIMENSIONAL ETF TRUST - US CORE EQT MKT
$194.4M
14.8% of stocks
+22%This quarter—Since filed—HeldAIQuality—Est. buy— $115.1M
8.8% of stocks
+2%This quarter0.0%Since filed8+ qtrsHeld- 4
VANGUARD INDEX FDS - MRNGSTR MD CP VA
$111.9M
8.5% of stocks
+0.5%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
VANGUARD INDEX FDS - MRNGSTR TTL STK
$100.5M
7.7% of stocks
-0.4%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES TR - US TREAS BD ETF
$88.2M
6.7% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
SCHWAB STRATEGIC TR - US BRD MKT ETF
$34.8M
2.6% of stocks
+0.0%This quarter—Since filed—HeldAIQuality—Est. buy— $16.6M
1.3% of stocks
+4%This quarter0.0%Since filed8+ qtrsHeld$15.3M
1.2% of stocks
-0.0%This quarter0.0%Since filed8+ qtrsHeld$13.6M
1.0% of stocks
+5%This quarter0.0%Since filed8+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $280.7M | 21.4% | +0.7% | — | — | — | — | |
| 2 | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $194.4M | 14.8% | +22% | — | — | — | — | |
| 3 | $115.1M | 8.8% | +2% | 0.0% | 8+ qtrs | 61.4#787 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | VANGUARD INDEX FDS - MRNGSTR MD CP VA | $111.9M | 8.5% | +0.5% | — | — | — | — | |
| 5 | VANGUARD INDEX FDS - MRNGSTR TTL STK | $100.5M | 7.7% | -0.4% | — | — | — | — | |
| 6 | ISHARES TR - US TREAS BD ETF | $88.2M | 6.7% | +5% | — | — | — | — | |
| 7 | SCHWAB STRATEGIC TR - US BRD MKT ETF | $34.8M | 2.6% | +0.0% | — | — | — | — | |
| 8 | $16.6M | 1.3% | +4% | 0.0% | 8+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $15.3M | 1.2% | -0.0% | 0.0% | 8+ qtrs | 53.6#1,385 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | $13.6M | 1.0% | +5% | 0.0% | 8+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial |
All holdings — SYM FINANCIAL Corp (Q3 2026)
524 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD ADMIRAL FDS INC - SMLCP 600 VALetf/fund | — | $12.3M | 0.9% | 112K | -2% | — | — | 13F |
| 12 | — | VANGUARD STAR FDS - VG TL INTL STK Fetf/fund | — | $11.6M | 0.9% | 137K | — | — | — | 13F |
| 13 | MICROSOFT CORP | Technology | $10.5M | 0.8% | 20K | +12% | 8+ qtrs | 79.8 | 13F | |
| 14 | — | ISHARES TR - CORE MSCI EAFEetf/fund | — | $10.5M | 0.8% | 108K | -0.5% | — | — | 13F |
| 15 | DOVER Corpetf/fund | Industrials | $10.1M | 0.8% | 64K | -0.4% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | ELI LILLY & Co | Healthcare | $8.6M | 0.7% | 7,458 | +0.7% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | AMAZON COM INC | Consumer Discretionary | $6.9M | 0.5% | 28K | +14% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | SPDR INDEX SHS FDS - ST STR PO EX ETFetf/fund | — | $6.3M | 0.5% | 126K | -0.2% | — | — | 13F |
| 19 | — | ISHARES INC - MSCI GBL MIN VOLetf/fund | — | $6.1M | 0.5% | 50K | +1% | — | — | 13F |
| 20 | Alphabet Inc. | Technology | $5.4M | 0.4% | 16K | +1% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Broadcom Inc. | Technology | $4.3M | 0.3% | 12K | +1% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | MICRON TECHNOLOGY INC | Technology | $4.2M | 0.3% | 3,990 | +2% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | SCHWAB STRATEGIC TR - INT-TRM U.S TRES | — | $4.2M | 0.3% | 177K | +0.5% | — | — | 13F |
| 24 | JPMORGAN CHASE & CO | Financials | $4.0M | 0.3% | 12K | +3% | 8+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Invesco Ltd. | Financials | $3.9M | 0.3% | 26K | +0.1% | 8+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $META | Meta Platforms, Inc. | Technology | $3.7M | 0.3% | 5,057 | +30% | |||
| 27 | — | SPDR INDEX SHS FDS - ST STR MSCI WLD | — | $3.6M | 0.3% | 23K | -0.5% | |||
| 28 | — | ISHARES TR - CORE US AGGBD ET | — | $3.1M | 0.2% | 33K | +0.5% | |||
| 29 | $SPY | SPDR S&P 500 ETF TRUST | — | $2.9M | 0.2% | 3,737 | +10% | |||
| 30 | $WMT | Walmart Inc. | Consumer Staples | $2.6M | 0.2% | 25K | -4% | |||
| 31 | — | ISHARES TR - ESG AWR MSCI USA | — | $2.5M | 0.2% | 15K | -0.7% | |||
| 32 | $JNJ | JOHNSON & JOHNSON | Healthcare | $2.4M | 0.2% | 9,006 | +3% | |||
| 33 | — | J P MORGAN EXCHANGE TRADED F - INTL BD OPP ETF | — | $2.4M | 0.2% | 51K | +0.1% | |||
| 34 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $2.3M | 0.2% | 4,610 | +10% | |||
| 35 | $GE | GENERAL ELECTRIC CO | Industrials | $2.3M | 0.2% | 7,259 | +3% | |||
| 36 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $2.2M | 0.2% | 14K | +7% | |||
| 37 | $CSCO | CISCO SYSTEMS, INC. | Technology | $2.2M | 0.2% | 20K | +3% | |||
| 38 | — | PIMCO ETF TR - ENHAN SHRT MA AC | — | $2.1M | 0.2% | 21K | +6% | |||
| 39 | $TSLA | Tesla, Inc. | Consumer Discretionary | $2.1M | 0.2% | 5,966 | +9% | |||
| 40 | $GOOG | Alphabet Inc. | Technology | $2.1M | 0.2% | 6,155 | +12% | |||
| 41 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $1.9M | 0.1% | 37K | +0.2% | |||
| 42 | — | ISHARES TR - MSCI ACWI ETF | — | $1.9M | 0.1% | 12K | -4% | |||
| 43 | $GEV | GE Vernova Inc. | Industrials | $1.7M | 0.1% | 1,830 | +5% | |||
| 44 | $V | VISA INC. | Financials | $1.7M | 0.1% | 4,731 | +6% | |||
| 45 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.7M | 0.1% | 3,314 | +8% | |||
| 46 | — | VANGUARD WORLD FD - INF TECH ETF | — | $1.7M | 0.1% | 13K | — | |||
| 47 | $TRGP | Targa Resources Corp. | Energy | $1.7M | 0.1% | 6,135 | +0.1% | |||
| 48 | $ORCL | ORACLE CORP | Technology | $1.6M | 0.1% | 12K | +68% | |||
| 49 | $INTC | INTEL CORP | Technology | $1.6M | 0.1% | 13K | +18% | |||
| 50 | $LRCX | LAM RESEARCH CORP | Technology | $1.6M | 0.1% | 4,795 | -5% | |||
| 51 | $STOK | Stoke Therapeutics, Inc. | Healthcare | $1.6M | 0.1% | 60K | New | |||
| 52 | — | T ROWE PRICE EXCHANGE-TRADED - NATURAL RES ETF | — | $1.5M | 0.1% | 45K | New | |||
| 53 | $MA | Mastercard Inc | Financials | $1.5M | 0.1% | 2,658 | -0.4% | |||
| 54 | $APH | AMPHENOL CORP /DE/ | Technology | $1.4M | 0.1% | 17K | +103% | |||
| 55 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.4M | 0.1% | 2,305 | -3% | |||
| 56 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $1.4M | 0.1% | 4,462 | +7% | |||
| 57 | $KLAC | KLA CORP | Technology | $1.3M | 0.1% | 6,871 | +4% | |||
| 58 | $LKFN | LAKELAND FINANCIAL CORP | Financials | $1.3M | 0.1% | 23K | -26% | |||
| 59 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $1.3M | 0.1% | 39K | -4% | |||
| 60 | $MRK | Merck & Co., Inc. | Healthcare | $1.3M | 0.1% | 8,684 | +4% | |||
| 61 | $JBL | JABIL INC | Technology | $1.2M | 0.1% | 4,190 | +3% | |||
| 62 | $GLD | SPDR GOLD TRUST | Financials | $1.2M | 0.1% | 3,118 | -7% | |||
| 63 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $1.2M | 0.1% | 716 | -7% | |||
| 64 | $CB | Chubb Ltd | Financials | $1.2M | 0.1% | 3,626 | +5% | |||
| 65 | $CVX | CHEVRON CORP | Energy | $1.1M | 0.1% | 5,576 | -0.7% | |||
| 66 | $ABBV | AbbVie Inc. | Healthcare | $1.1M | 0.1% | 4,190 | +1% | |||
| 67 | $CAT | CATERPILLAR INC | Industrials | $1.1M | 0.1% | 1,348 | +15% | |||
| 68 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.1M | 0.1% | 7,443 | +84% | |||
| 69 | $VLO | VALERO ENERGY CORP/TX | Energy | $1.1M | 0.1% | 2,788 | +5% | |||
| 70 | $ASML | ASML HOLDING NV | Technology | $1.0M | 0.1% | 572 | +5% | |||
| 71 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $1.0M | 0.1% | 5,332 | +112% | |||
| 72 | $ABT | ABBOTT LABORATORIES | Healthcare | $1.0M | 0.1% | 10K | +27% | |||
| 73 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $1.0M | 0.1% | 14K | -0.1% | |||
| 74 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.0M | 0.1% | 1,451 | +1% | |||
| 75 | $MPLX | MPLX LP | Energy | $1.0M | 0.1% | 18K | — | |||
| 76 | $C | CITIGROUP INC | Financials | $984K | 0.1% | 7,602 | +17% | |||
| 77 | $CMI | CUMMINS INC | Industrials | $972K | 0.1% | 1,882 | +8% | |||
| 78 | $CNC | CENTENE CORP | Healthcare | $964K | 0.1% | 16K | +7% | |||
| 79 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $956K | 0.1% | 3,361 | -4% | |||
| 80 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $924K | 0.1% | 1,015 | -3% | |||
| 81 | $GM | General Motors Co | Consumer Discretionary | $922K | 0.1% | 12K | +5% | |||
| 82 | $ILMN | ILLUMINA, INC. | Healthcare | $922K | 0.1% | 3,370 | -19% | |||
| 83 | $PLTR | Palantir Technologies Inc. | Technology | $916K | 0.1% | 4,898 | +16% | |||
| 84 | $ABNB | Airbnb, Inc. | Technology | $911K | 0.1% | 5,672 | +8% | |||
| 85 | $DIS | Walt Disney Co | Communication Services | $908K | 0.1% | 8,660 | +157% | |||
| 86 | $RTX | RTX Corp | Industrials | $907K | 0.1% | 4,888 | +74% | |||
| 87 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $907K | 0.1% | 15K | +4% | |||
| 88 | $FTNT | Fortinet, Inc. | Technology | $903K | 0.1% | 5,051 | +19% | |||
| 89 | $ANET | Arista Networks, Inc. | Technology | $902K | 0.1% | 4,431 | -4% | |||
| 90 | $KO | COCA COLA CO | Consumer Staples | $902K | 0.1% | 10K | +8% | |||
| 91 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $887K | 0.1% | 11K | -0.1% | |||
| 92 | $BLK | BlackRock, Inc. | Financials | $883K | 0.1% | 835 | +6% | |||
| 93 | $AME | AMETEK INC/ | Industrials | $860K | 0.1% | 3,473 | +18% | |||
| 94 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $840K | 0.1% | 3,781 | +4% | |||
| 95 | $JBHT | HUNT J B TRANSPORT SERVICES INC | Industrials | $836K | 0.1% | 3,730 | -0.8% | |||
| 96 | $TEAM | Atlassian Corp | Technology | $831K | 0.1% | 4,634 | +60% | |||
| 97 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $818K | 0.1% | 3,721 | +20% | |||
| 98 | $WDC | WESTERN DIGITAL CORP | Technology | $817K | 0.1% | 1,798 | -13% | |||
| 99 | $FCX | FREEPORT-MCMORAN INC | Materials | $796K | 0.1% | 11K | +4% | |||
| 100 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $795K | 0.1% | 22K | — | |||
| 101 | $NTRA | Natera, Inc. | Healthcare | $784K | 0.1% | 1,897 | +2% | |||
| 102 | $PSX | Phillips 66 | Energy | $775K | 0.1% | 3,036 | -4% | |||
| 103 | $STX | Seagate Technology Holdings plc | Technology | $775K | 0.1% | 840 | +14% | |||
| 104 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $774K | 0.1% | 2,108 | -0.9% | |||
| 105 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $766K | 0.1% | 1,036 | -5% | |||
| 106 | $LIN | LINDE PLC | Materials | $763K | 0.1% | 1,607 | +131% | |||
| 107 | $PFE | PFIZER INC | Healthcare | $762K | 0.1% | 27K | +66% | |||
| 108 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $755K | 0.1% | 4,637 | +34% | |||
| 109 | $TXN | TEXAS INSTRUMENTS INC | Technology | $737K | 0.1% | 2,631 | +74% | |||
| 110 | $DELL | Dell Technologies Inc. | Technology | $723K | 0.1% | 1,344 | -4% | |||
| 111 | $T | AT&T INC. | Communication Services | $713K | 0.1% | 29K | +20% | |||
| 112 | $DINO | HF Sinclair Corp | Energy | $713K | 0.1% | 6,643 | +1% | |||
| 113 | $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | Energy | $711K | 0.1% | 13K | +92% | |||
| 114 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $706K | 0.1% | 1,980 | +4% | |||
| 115 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $698K | 0.1% | 1,531 | +4% | |||
| 116 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $694K | 0.1% | 10K | +36% | |||
| 117 | — | PROSHARES TR - ULTRPRO S&P500 | — | $690K | 0.1% | 4,693 | — | |||
| 118 | $ADI | ANALOG DEVICES INC | Technology | $688K | 0.1% | 1,735 | +27% | |||
| 119 | $A | AGILENT TECHNOLOGIES, INC. | Healthcare | $682K | 0.1% | 3,958 | +12% | |||
| 120 | $VEEV | VEEVA SYSTEMS INC | Technology | $672K | 0.1% | 2,354 | +8% | |||
| 121 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $672K | 0.1% | 4,103 | +147% | |||
| 122 | $UNP | UNION PACIFIC CORP | Industrials | $664K | 0.1% | 2,441 | -4% | |||
| 123 | — | ISHARES TR - MSCI USA QLT FCT | — | $663K | 0.1% | 2,982 | +2% | |||
| 124 | $INCY | INCYTE CORP | Healthcare | $657K | 0.1% | 5,413 | +4% | |||
| 125 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | — | $656K | 0.1% | 17K | -0.5% | |||
| 126 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $653K | 0.1% | 2,800 | -2% | |||
| 127 | $JCI | Johnson Controls International plc | Industrials | $649K | 0.1% | 4,365 | +4% | |||
| 128 | $PEP | PEPSICO INC | Consumer Staples | $647K | 0.1% | 5,106 | -26% | |||
| 129 | $STLD | STEEL DYNAMICS INC | Materials | $644K | 0.1% | 2,908 | -0.2% | |||
| 130 | $HSBC | HSBC HOLDINGS PLC | Financials | $644K | 0.1% | 6,484 | +6% | |||
| 131 | $XEL | XCEL ENERGY INC | Utilities | $643K | 0.1% | 9,123 | -3% | |||
| 132 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $641K | 0.1% | 1,326 | +86% | |||
| 133 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $641K | 0.1% | 12K | +7% | |||
| 134 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $636K | 0.1% | 942 | +9% | |||
| 135 | $PM | Philip Morris International Inc. | Consumer Staples | $629K | 0.1% | 3,297 | +33% | |||
| 136 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $607K | 0.1% | 6,020 | +11% | |||
| 137 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $605K | 0.1% | 4,057 | +17% | |||
| 138 | $NET | Cloudflare, Inc. | Technology | $601K | 0.1% | 1,732 | +36% | |||
| 139 | $RPM | RPM INTERNATIONAL INC/DE/ | Materials | $601K | 0.1% | 6,088 | -0.7% | |||
| 140 | $FDX | FEDEX CORP | Industrials | $591K | 0.0% | 2,072 | +0.2% | |||
| 141 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $589K | 0.0% | 26K | +0.9% | |||
| 142 | $ACN | Accenture plc | Technology | $587K | 0.0% | 3,202 | +14% | |||
| 143 | $NFLX | NETFLIX INC | Communication Services | $580K | 0.0% | 8,340 | +19% | |||
| 144 | $NVS | NOVARTIS AG | Healthcare | $569K | 0.0% | 3,992 | +0.2% | |||
| 145 | $NEM | NEWMONT Corp /DE/ | Materials | $566K | 0.0% | 4,907 | +96% | |||
| 146 | $GS | GOLDMAN SACHS GROUP INC | Financials | $566K | 0.0% | 628 | +32% | |||
| 147 | $MFG | MIZUHO FINANCIAL GROUP INC | Financials | $562K | 0.0% | 51K | -1% | |||
| 148 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $561K | 0.0% | 13K | -3% | |||
| 149 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $556K | 0.0% | 2,099 | +340% | |||
| 150 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | — | $552K | 0.0% | 15K | -3% |
What changed in Q3 2026
Against the previous quarter's 13F: 74 new, 252 added to, 124 trimmed, 82 sold out. Share-count changes; largest moves by dollar size first.
New positions (74)
$STOKStoke Therapeutics, Inc.$1.6M
first bought this quarter
- T ROWE PRICE EXCHANGE-TRADED - NATURAL RES ETF$1.5M
first bought this quarter
$NXPINXP Semiconductors N.V.$411K
first bought this quarter
$ATOATMOS ENERGY CORP$373K
first bought this quarter
$TELTE Connectivity plc$359K
first bought this quarter
- VANGUARD BD INDEX FDS - VANGUARD ULTRA$347K
first bought this quarter
+68 more in the Excel export
Added to (252)
- DIMENSIONAL ETF TRUST - US CORE EQT MKT+22%
now $194.4M
- ISHARES TR - US TREAS BD ETF+5%
now $88.2M
now $115.1M · held 8+ qtrs
- DIMENSIONAL ETF TRUST - INTL CORE EQT MK+0.7%
now $280.7M
now $10.5M · held 8+ qtrs
now $6.9M · held 8+ qtrs
+246 more in the Excel export
Trimmed (124)
- SELECT SECTOR SPDR TR - ST STR ENERG ETF-60%
now $318K
$LKFNLAKELAND FINANCIAL CORP-26%
now $1.3M · held 8+ qtrs, 2 trims in a row
- VANGUARD INDEX FDS - MRNGSTR TTL STK-0.4%
now $100.5M
$EIXEDISON INTERNATIONAL-47%
now $351K
$PCGPG&E Corp-48%
now $298K
- VANGUARD ADMIRAL FDS INC - SMLCP 600 VAL-2%
now $12.3M
+118 more in the Excel export
Holdings by quarter
Every 13F SYM FINANCIAL Corp has filed, 35 earlier quarters. Pick one to see what it held then.
Is it too late to follow SYM FINANCIAL?
Q3 2026 13F filed with the SEC on Oct 26, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of SYM FINANCIAL's top 20 holdings: 67/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
0.0%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 9% over the last 4
Top 10 weight
74%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
89%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
SYM FINANCIAL Corp disclosed 524 positions worth $1.3B in its Form 13F-HR for Q3 2026 — $1.3B in common stock plus $34,408 of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 74 new positions and exited 82 — including a new stake in $STOK and a full exit from $DKNG. The portfolio is most concentrated in Other (69.3% of disclosed assets). All figures are sourced directly from SYM FINANCIAL Corp’s Form 13F-HR filing with the SEC under CIK 764739.
Funds like this
managers whose biggest positions overlap SYM FINANCIAL'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: SYM FINANCIAL Corp
13F Pro is an AI hedge fund tracker and stock research platform. For SYM FINANCIAL Corp (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 Corp's portfolio is scored on an AI quality ranking built from its SEC filings (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.