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CIK: 0000764739
Total reported value
$1.2B
$1.2B
414 檔
51.4%
According to the latest 13F quarterly dataset, SYM FINANCIAL Corp managed an equity portfolio of $1.2B at the end of Q1 2026, spanning 414 distinct U.S. exchange-listed positions.
SYM FINANCIAL Corp executed strategic sector rebalancing during Q1 2026, establishing 36 new positions while fully exiting 35 holdings and trimming 49 positions.
Showing top 200 holdings (of 414 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAI | Dimensional International Co | ETF-Other | 25.37% | -3.06% | -1.36% | |
| 2 | NTSI | Wisdomtree International Eff | ETF-Other | 10.73% | -1.50% | +0.21% | |
| 3 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 10.44% | -1.40% | +1.44% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 8.87% | -0.85% | +8.23% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 8.52% | -1.48% | +4.77% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.99% | -0.23% | -0.02% | |
| 7 | DOW | Dow Inc | Stock-Materials | 2.30% | -1.08% | +0.59% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.60% | -0.66% | — | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.31% | -0.20% | +4.54% | |
| 10 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 1.19% | -0.11% | -3.14% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.13% | -0.22% | +1.92% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.98% | -0.14% | — | |
| 13 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.89% | -0.08% | +3.05% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 0.79% | -0.24% | +6.87% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.68% | +0.03% | +12.65% | |
| 16 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.58% | -0.11% | +6.70% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.56% | -0.48% | -2.68% | |
| 18 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.56% | +12.06% | +4.32% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | -0.10% | +4.51% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.52% | -0.07% | +0.66% | |
| 21 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.51% | — | +10.49% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.45% | -0.08% | +3.35% | |
| 23 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.43% | -0.08% | +12.44% | |
| 24 | LKFN | Lakeland Financial CORP | Stock-Other | 0.37% | -0.22% | +237.48% | |
| 25 | QWLD | State Street Spdr Msci World | ETF-Other | 0.34% | -0.05% | -0.49% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.32% | -0.08% | -0.81% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.32% | -0.01% | -0.82% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.32% | -0.06% | +13.21% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.31% | -0.13% | -0.11% | |
| 30 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.24% | -0.04% | +13.04% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.22% | -0.02% | +0.24% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.21% | -0.04% | +2.23% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.21% | -0.07% | +8.31% | |
| 34 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.21% | -0.01% | -1.88% | |
| 35 | MA | Mastercard Inc - A | Stock-Financials | 0.20% | -0.09% | +3.28% | |
| 36 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.20% | -0.04% | +15.23% | |
| 37 | GE | General Electric | Stock-Industrials | 0.19% | +0.02% | +2.24% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.18% | — | +4.51% | |
| 39 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.18% | -0.02% | -0.19% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.17% | — | +7.92% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.16% | -0.08% | +56.05% | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.16% | -0.06% | -0.93% | |
| 43 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.16% | -0.01% | +10.04% | |
| 44 | TRGP | Targa Resources CORP | Stock-Energy | 0.15% | -0.02% | +0.05% | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.15% | +0.04% | +1.77% | |
| 46 | GEV | GE Vernova Inc | Stock-Industrials | 0.15% | +0.02% | +0.12% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.14% | +0.02% | +11.45% | |
| 48 | APH | Amphenol Corp-cl A | Stock-Tech | 0.14% | -0.02% | +16.01% | |
| 49 | MU | Micron Technology Inc | Stock-Tech | 0.14% | +0.22% | +6.80% | |
| 50 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.13% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DOW | Dow Inc | +1% | +0.59% | Add |
| 2 | LKFN | Lakeland Financial CORP | +0.3% | +237.48% | Add |
| 3 | VOE | Vanguard Mid-cap Value ETF | +0.3% | +1.44% | Add |
| 4 | GOVT | Ishares US Treasury Bond ETF | +0.1% | +4.77% | Add |
| 5 | URTH | Ishares Msci World ETF | +0.1% | +290.55% | Add |
| 6 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +8.23% | Add |
| 7 | MPLX | Mplx LP | +0.1% | +334.22% | Add |
| 8 | COST | Costco Wholesale CORP | +0.1% | +56.05% | Add |
| 9 | XOM | Exxon Mobil CORP | +0.1% | +8.31% | Add |
| 10 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +10.49% | Add |
| 11 | JNJ | Johnson & Johnson | 0% | +2.23% | Add |
| 12 | GEV | GE Vernova Inc | 0% | +0.12% | Add |
| 13 | SCHR | Schwab Intermediate-term US | 0% | +12.44% | Add |
| 14 | TRGP | Targa Resources CORP | 0% | +0.05% | Add |
| 15 | ACWV | Ishares Msci Global Min Vol | 0% | +6.70% | Add |
| 16 | AGG | Ishares Core U.s. Aggregate | 0% | +13.21% | Add |
| 17 | AMAT | Applied Materials Inc | 0% | +9.90% | Add |
| 18 | PG | Procter & Gamble Co/the | 0% | +65.95% | Add |
| 19 | FIX | Comfort Systems USA Inc | 0% | -9.19% | Trim |
| 20 | MU | Micron Technology Inc | 0% | +6.80% | Add |
| 21 | CVX | Chevron CORP | 0% | +7.02% | Add |
| 22 | NFLX | Netflix Inc | 0% | +33.53% | Add |
| 23 | WMT | Walmart Inc | 0% | -0.81% | Trim |
| 24 | LIN | Linde plc | 0% | +49.89% | Add |
| 25 | MINT | Pimco Enhanced Short Maturit | 0% | +15.23% | Add |
| 26 | JPIB | Jpmorgan Intl Bnd ETF | 0% | +13.04% | Add |
| 27 | WDC | Western Digital CORP | 0% | -13.53% | Trim |
| 28 | LRCX | Lam Research CORP | 0% | +1.40% | Add |
| 29 | EIX | Edison International | 0% | +8.34% | Add |
| 30 | VLO | Valero Energy CORP | 0% | +4.24% | Add |
| 31 | XLE | Ss Energy Select Sector | 0% | -0.83% | Trim |
| 32 | KLAC | Kla CORP | 0% | +5.90% | Add |
| 33 | FTI | TechnipFMC plc | 0% | +5.70% | Add |
| 34 | TER | Teradyne Inc | 0% | +17.01% | Add |
| 35 | CAT | Caterpillar Inc | 0% | +2.67% | Add |
| 36 | VRT | Vertiv Holdings Co-a | 0% | -9.73% | Trim |
| 37 | FDX | Fedex CORP | 0% | +1.63% | Add |
| 38 | T | At&t Inc | 0% | +10.21% | Add |
| 39 | ASML | ASML Holding N.V. | 0% | +3.70% | Add |
| 40 | PSX | Phillips 66 | 0% | +2.46% | Add |
| 41 | BMY | Bristol-myers Squibb Co | 0% | +15.66% | Add |
| 42 | CMCSA | Comcast Corp-class A | 0% | +73.29% | Add |
| 43 | LMT | Lockheed Martin CORP | 0% | +11.75% | Add |
| 44 | JBL | Jabil Inc | 0% | — | Unchanged |
| 45 | SPEM | State Street Sp Ptf Em ETF | 0% | +10.04% | Add |
| 46 | MTZ | Mastec Inc | 0% | -0.53% | Trim |
| 47 | FTNT | Fortinet Inc | 0% | +44.36% | Add |
| 48 | MRK | Merck & Co. Inc. | 0% | +0.47% | Add |
| 49 | NVS | Novartis Ag-sponsored Adr | 0% | +18.19% | Add |
| 50 | DVN | Devon Energy CORP | 0% | +0.28% | Add |
According to official SEC Form 13F filings, SYM FINANCIAL Corp reported a total U.S. public equity portfolio value of $1.2B across 414 disclosed positions in Q1 2026.
During Q1 2026, SYM FINANCIAL Corp's top holdings by market value included DFAI (25.4%)、NTSI (10.7%)、VOE (10.4%). The largest single position, DFAI, represented 25.4% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAI, NTSI, VOE) accounted for 51.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
SPGI
市值: $460.6K
Top Position Liquidated / Trimmed
TEAM
前期市值: $784.8K
In Q1 2026, SYM FINANCIAL Corp made 195 total portfolio adjustments, initiating 36 new buys, adding to 75 positions, trimming 49 holdings, and fully liquidating 35 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.