SF

SYM FINANCIAL Corp

Momentum followerLong-term holder

Total reported value

$1.0B

Reporting period: 2026-03-31 · Number of holdings: 415

SYM FINANCIAL Corp disclosed 415 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.0B and a quarterly turnover rate of 8.0%.

Personality snowflake

Concentration
41.9
Portfolio Stability
8.05
Momentum/Contrarian
100
Sector conviction
44.81
Diversification
100
Sizing Uniformity
34.83

Recent moves

  • Add DOW

    +0.6%　$10.2M

  • Trim DFAI

    -1.4%　$2.1M

  • Add LKFN

    +237.5%　$2.6M

  • Add VOE

    +1.4%　$5.4M

  • Trim SCHB

    -0.0%　-$1.4M

  • Trim MSFT

    +6.9%　-$1.8M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 414 holdings (of 415 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1DFAIDimensional International CoETF-Other25.37%-0.50%-1.36%
2NTSIWisdomtree International EffETF-Other10.73%—+0.21%
3VOEVanguard Mid-cap Value ETFETF-Other10.44%+0.25%+1.44%
4VTIVanguard Total Stock Mkt ETFETF-Other8.87%+0.07%+8.23%
5GOVTIshares US Treasury Bond ETFETF-Gov Bonds8.52%+0.11%+4.77%
6SCHBSchwab US Broad Market ETFETF-Other2.99%-0.22%-0.02%
7DOWDow INCStock-Materials2.30%+0.98%+0.59%
8VXUSVanguard Total Intl StockETF-Other1.60%-0.01%—
9AAPLApple INCStock-Tech1.31%-0.07%+4.54%
10VIOVVanguard S&p Small-cap 600 VETF-Other1.19%—-3.14%
11NVDANvidia CORPStock-Tech1.13%-0.09%+1.92%
12IEFAIshares Core Msci Eafe ETFETF-Other0.98%——
13VTVanguard Tot World Stk ETFETF-Other0.89%—+3.05%
14MSFTMicrosoft CORPStock-Tech0.79%-0.20%+6.87%
15LLYEli Lilly & CoStock-Healthcare0.68%—+12.65%
16ACWVIshares Msci Global Min VolETF-Other0.58%+0.03%+6.70%
17VEAVanguard Ftse Developed ETFETF-Other0.56%—-2.68%
18DFAUDimensional US Core Equity METF-Other0.56%—+4.32%
19AMZNAmazon.com INCStock-Consumer Disc0.56%-0.05%+4.51%
20GOOGLAlphabet Inc-cl AStock-Comm Services0.52%-0.06%+0.66%
21SPDWSte Str Spdr Pt Dw EU ETFETF-Other0.51%+0.05%+10.49%
22AVGOBroadcom INCStock-Tech0.45%-0.05%+3.35%
23SCHRSchwab Intermediate-term USETF-Other0.43%+0.03%+12.44%
24LKFNLakeland Financial CORPStock-Other0.37%+0.26%+237.48%
25QWLDState Street Spdr Msci WorldETF-Other0.34%—-0.49%
26WMTWalmart INCStock-Consumer Staples0.32%+0.02%-0.81%
27JPMJpmorgan Chase & CoStock-Financials0.32%-0.05%-0.82%
28AGGIshares Core U.s. AggregateETF-Other0.32%+0.03%+13.21%
29METAMeta Platforms Inc-class AStock-Comm Services0.31%-0.05%-0.11%
30JPIBJpmorgan Intl Bnd ETFETF-Other0.24%—+13.04%
31SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.22%—+0.24%
32JNJJohnson & JohnsonStock-Healthcare0.21%+0.04%+2.23%
33XOMExxon Mobil CORPStock-Energy0.21%+0.07%+8.31%
34ESGUIshares Esg Aware Msci USAETF-Other0.21%—-1.88%
35MAMastercard INC - AStock-Financials0.20%—+3.28%
36MINTPimco Enhanced Short MaturitETF-Other0.20%—+15.23%
37GEGeneral ElectricStock-Industrials0.19%—+2.24%
38TSLATesla INCStock-Consumer Disc0.18%—+4.51%
39ACWIIshares Msci Acwi ETFETF-Other0.18%—-0.19%
40BRK-BBerkshire Hathaway Inc-cl BStock-Other0.17%—+7.92%
41COSTCostco Wholesale CORPStock-Consumer Staples0.16%+0.07%+56.05%
42GLDSpdr Gold SharesETF-Commodities0.16%—-0.93%
43SPEMState Street Sp Ptf Em ETFETF-Other0.16%—+10.04%
44TRGPTarga Resources CORPStock-Energy0.15%+0.03%+0.05%
45CSCOCisco Systems INCStock-Tech0.15%—+1.77%
46GEVGE Vernova INCStock-Industrials0.15%+0.04%+0.12%
47GOOGAlphabet Inc-cl CStock-Comm Services0.14%—+11.45%
48APHAmphenol Corp-cl AStock-Tech0.14%—+16.01%
49MUMicron Technology INCStock-Tech0.14%—+6.80%
50NSCNorfolk Southern CORPStock-Industrials0.13%——
1–50 of 414

Holding changes this quarter

SYM FINANCIAL Corp's most significant position changes for 2026-03-31: Sold out: Atlassian Corp-cl A (TEAM); New buy: S&p Global INC (SPGI); Sold out: Robinhood Markets INC - A (HOOD); New buy: THE Cigna Group (CI); Sold out: Teleflex INC (TFX).

Position changes disclosed by SYM FINANCIAL Corp for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1DOWDow INC+1%+0.59%Add
2LKFNLakeland Financial CORP+0.3%+237.48%Add
3VOEVanguard Mid-cap Value ETF+0.3%+1.44%Add
4GOVTIshares US Treasury Bond ETF+0.1%+4.77%Add
5URTHIshares Msci World ETF+0.1%+290.55%Add
6VTIVanguard Total Stock Mkt ETF+0.1%+8.23%Add
7MPLXMplx LP+0.1%+334.22%Add
8COSTCostco Wholesale CORP+0.1%+56.05%Add
9XOMExxon Mobil CORP+0.1%+8.31%Add
10SPDWSte Str Spdr Pt Dw EU ETF+0.1%+10.49%Add
11JNJJohnson & Johnson0%+2.23%Add
12GEVGE Vernova INC0%+0.12%Add
13SCHRSchwab Intermediate-term US0%+12.44%Add
14TRGPTarga Resources CORP0%+0.05%Add
15ACWVIshares Msci Global Min Vol0%+6.70%Add
16AGGIshares Core U.s. Aggregate0%+13.21%Add
17AMATApplied Materials INC0%+9.90%Add
18PGProcter & Gamble Co/the0%+65.95%Add
19FIXComfort Systems USA INC0%-9.19%Trim
20WMTWalmart INC0%-0.81%Trim
21VXUSVanguard Total Intl Stock0%—Unchanged
22CNCCentene CORP0%-21.38%Trim
23ACNAccenture plc0%-35.36%Trim
24RBLXRoblox CORP -class A0%-47.17%Trim
25SNOWSnowflake INC0%-0.56%Trim
26METAMeta Platforms Inc-class A-0.1%-0.11%Trim
27AVGOBroadcom INC-0.1%+3.35%Add
28JPMJpmorgan Chase & Co-0.1%-0.82%Trim
29AMZNAmazon.com INC-0.1%+4.51%Add
30GOOGLAlphabet Inc-cl A-0.1%+0.66%Add
31AAPLApple INC-0.1%+4.54%Add
32ORCLOracle CORP-0.1%-28.60%Trim
33NVDANvidia CORP-0.1%+1.92%Add
34MSFTMicrosoft CORP-0.2%+6.87%Add
35SCHBSchwab US Broad Market ETF-0.2%-0.02%Trim
36DFAIDimensional International Co-0.5%-1.36%Trim
37TEAMAtlassian Corp-cl A—EXITSold out
38SPGIS&p Global INC—NEWNew buy
39HOODRobinhood Markets INC - A—EXITSold out
40CITHE Cigna Group—NEWNew buy
41TFXTeleflex INC—EXITSold out
42TXNTexas Instruments INC—NEWNew buy
43PYPLPaypal Holdings INC—EXITSold out
44EQIXEquinix INC—NEWNew buy
45LVSLas Vegas Sands CORP—EXITSold out
46TGTTarget CORP—NEWNew buy
47TMUST-mobile US INC—NEWNew buy
48AMTAmerican Tower CORP—EXITSold out
49ALNYAlnylam Pharmaceuticals INC—EXITSold out
50TYLTyler Technologies INC—EXITSold out

FAQ

What is SYM FINANCIAL Corp and what type of investor is it?
SYM FINANCIAL Corp is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.0B, spread across 415 disclosed positions.
What are SYM FINANCIAL Corp's largest equity positions?
Based on the latest 13F filing, SYM FINANCIAL Corp's top holdings by market value are: 1. Dimensional International Co (DFAI) — $254.0M (25.4%) 2. Wisdomtree International Eff (NTSI) — $107.4M (10.7%) 3. Vanguard Mid-cap Value ETF (VOE) — $104.5M (10.4%) 4. Vanguard Total Stock Mkt ETF (VTI) — $88.8M (8.9%) 5. Ishares US Treasury Bond ETF (GOVT) — $85.3M (8.5%)
What changes did SYM FINANCIAL Corp make in its most recent portfolio filing?
In the latest reported quarter, SYM FINANCIAL Corp made 49 notable position adjustments: 6 new positions were initiated, 24 existing holdings were added to, 11 positions were partially reduced, and 8 were completely exited. The largest of these moves: Sold out: Atlassian Corp-cl A (TEAM); New buy: S&p Global INC (SPGI); Sold out: Robinhood Markets INC - A (HOOD); New buy: THE Cigna Group (CI); Sold out: Teleflex INC (TFX)
What sectors does SYM FINANCIAL Corp focus on?
SYM FINANCIAL Corp is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 28.5% • Materials: 13.1% • Health Care: 11.6% • Financials: 11.6% • Industrials: 9.5% • Consumer Discretionary: 8.1%