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Latest SYM FINANCIAL Corp Stock Portfolio

$1.24Billion | No. of Holdings #528

SYM FINANCIAL Corp Performance

2026 Q2+6.90%
YTD+7.78%
2025+17.05%

About SYM FINANCIAL Corp and 13F Hedge Fund Stock Holdings

SYM FINANCIAL Corp is a hedge fund based in Winona Lake, IN. On 2026-08-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, SYM FINANCIAL Corp reported an equity portfolio of $1.2 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of SYM FINANCIAL Corp are DFAC, DFAC, DWMF. The fund has invested 22.3% of it's portfolio in DIMENSIONAL ETF TRUST and 12.6% of portfolio in DIMENSIONAL ETF TRUST. <br><br> The fund managers got completely rid off COMCAST CORP NEW (CMCSA), CHIPOTLE MEXICAN GRILL INC (CMG) and IDEXX LABS INC (IDXX) stocks. They significantly reduced their stock positions in VANGUARD TAX-MANAGED FDS (VEA), VANGUARD ADMIRAL FDS INC (IVOG) and ISHARES INC (ACWV). SYM FINANCIAL Corp opened new stock positions in INVESCO EXCH TRADED FD TR II (CGW), SEAGATE TECHNOLOGY HLDNGS PL (STX) and SANDISK CORP. The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL ETF TRUST (DFAC), VANGUARD INDEX FDS (VB) and SPDR SERIES TRUST (BIL).
SYM FINANCIAL Corp Equity Portfolio Value
Last Reported on: 04 Aug, 2026
$1.24Billion
  as of Aug 04, 2026

SYM FINANCIAL Corp Annual Return Estimates Vs S&P 500

Our best estimate is that SYM FINANCIAL Corp made a return of 6.9% in the last quarter. In trailing 12 months, it's portfolio return was 16.94%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
invesco exch traded fd tr ii4,135,750
seagate technology hldngs pl713,135
sandisk corp588,896
eversource energy564,646
waste connections inc522,406
marvell technology inc495,093
synopsys inc454,545
american wtr wks co inc new405,924
New stocks bought by SYM FINANCIAL Corp

Additions

Ticker% Inc.
dimensional etf trust2,359
vanguard index fds1,768
spdr series trust1,409
vanguard world fd820
ishares tr363
vanguard index fds293
vanguard intl equity index f195
ishares tr175
Additions to existing portfolio by SYM FINANCIAL Corp

Reductions

Ticker% Reduced
vanguard tax-managed fds-83.5
vanguard admiral fds inc-81.66
ishares inc-74.85
servicenow inc-70.15
vanguard admiral fds inc-62.36
monster beverage corp new-62.1
snowflake inc-55.32
lakeland finl corp-52.88
SYM FINANCIAL Corp reduced stake in above stock

Sold off

None of the stocks were completely sold off by SYM FINANCIAL Corp

Sector Distribution

SYM FINANCIAL Corp has about 74.6% of it's holdings in Others sector.

  • Others
  • Utilities
  • Technology
  • Healthcare
  • Financial Services
  • Industrials
  • Basic Materials
  • Consumer Cyclical
Sector%
Others74.6
Utilities7.6
Technology5.9
Healthcare2.1
Financial Services2.1
Industrials1.9
Basic Materials1.6
Consumer Cyclical1.4

Market Cap. Distribution

SYM FINANCIAL Corp has about 24.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED74.6
MEGA-CAP16.2
LARGE-CAP8.6

Stocks belong to which Index?

About 23.6% of the stocks held by SYM FINANCIAL Corp either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others76.4
S&P 50016.1
RUSSELL 20007.5
Top 5 Winners (%)%
MU
micron technology inc
239.1 %
INTC
intel corp
181.9 %
DELL
dell technologies inc
160.2 %
AMD
advanced micro devices inc
158.5 %
WDC
western digital corp
110.7 %
Top 5 Winners ($)$
DFAC
dimensional etf trust
15.2 M
VB
vanguard index fds
13.4 M
DFAC
dimensional etf trust
10.4 M
VB
vanguard index fds
7.6 M
DWMF
wisdomtree tr
6.4 M
Top 5 Losers (%)%
VAW
vanguard world fd
-72.8 %
VB
vanguard index fds
-68.2 %
VB
vanguard index fds
-61.7 %
IJR
ishares tr
-59.7 %
INTU
intuit
-38.7 %
Top 5 Losers ($)$
DOW
dow hldgs inc
-7.9 M
VAW
vanguard world fd
-4.2 M
VB
vanguard index fds
-1.0 M
VB
vanguard index fds
-0.6 M
AMPS
ishares tr
-0.5 M

SYM FINANCIAL Corp Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of SYM FINANCIAL Corp

SYM FINANCIAL Corp has 528 stocks in it's portfolio. About 74.4% of the portfolio is in top 10 stocks. DOW proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for SYM FINANCIAL Corp last quarter.

$1.24BTotal Value
499Positions
04 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of SYM FINANCIAL Corp, last reported on 04 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SYM FINANCIAL Corp's holding in Ishares Tr over time
0.16%12,384
$1.94M
0.16%
decreased 2.68 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SYM FINANCIAL Corp's holding in Ishares Tr over time
0.01%2,595
$107.5K
0.01%
increased 1.76 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SYM FINANCIAL Corp's holding in Ishares Tr over time
0%150
$36.4K
0%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SYM FINANCIAL Corp's holding in Ishares Tr over time
0%301
$31.8K
0%
increased 1.01 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SYM FINANCIAL Corp's holding in Ishares Tr over time
0%362
$27.7K
0%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SYM FINANCIAL Corp's holding in Ishares Tr over time
0%228
$22.0K
0%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SYM FINANCIAL Corp's holding in Ishares Tr over time
0%320
$17.7K
0%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SYM FINANCIAL Corp's holding in Ishares Tr over time
0%318
$16.9K
0%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SYM FINANCIAL Corp's holding in Ishares Tr over time
0%77.00
$7.3K
0%
increased 175 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SYM FINANCIAL Corp's holding in Ishares Tr over time
0%91.00
$7.3K
0%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SYM FINANCIAL Corp's holding in Ishares Tr over time
0%30.00
$3.6K
0%
new position
ACWF
Ishares Tr

Ishares Tr

ACWF
SYM FINANCIAL Corp's holding in Ishares Tr over time
0.04%19,927
$451.3K
0.04%
decreased 0.02 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
SYM FINANCIAL Corp's holding in Ishares Tr over time
0.03%6,415
$377.3K
0.03%
unchanged 0 percentunchanged