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Latest SYM FINANCIAL Corp Stock Portfolio

$1.31Billion | No. of Holdings #521

SYM FINANCIAL Corp Performance

2026 Q3-0.14%
YTD+7.63%
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 2026-10-26, the fund reported it's updated stock portfolio. In the 13F Holdings report, SYM FINANCIAL Corp reported an equity portfolio of $1.3 Billions as of 30 Sep, 2026. <br><br> The top stock holdings of SYM FINANCIAL Corp are DFAC, DFAC, DWMF. The fund has invested 21.4% of it's portfolio in DIMENSIONAL ETF TRUST and 14.8% of portfolio in DIMENSIONAL ETF TRUST. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), DRAFTKINGS INC NEW (DKNG) and AMKOR TECHNOLOGY INC (AMKR) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), SPDR SERIES TRUST (BIL) and J P MORGAN EXCHANGE TRADED F (BBAX). SYM FINANCIAL Corp opened new stock positions in EXXONMOBIL HOLDINGS CORP, STOKE THERAPEUTICS INC (STOK) and T ROWE PRICE EXCHANGE-TRADED (TAGG). The fund showed a lot of confidence in some stocks as they added substantially to CAPITAL GRP FIXED INCM ETF T (CGCP), ISHARES TR (IJR) and SPDR SERIES TRUST (BIL).
SYM FINANCIAL Corp Equity Portfolio Value
Last Reported on: 26 Oct, 2026
$1.31Billion
  as of Oct 26, 2026

SYM FINANCIAL Corp Annual Return Estimates Vs S&P 500

Our best estimate is that SYM FINANCIAL Corp made a return of -0.14% in the last quarter. In trailing 12 months, it's portfolio return was 10.76%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp2,198,710
stoke therapeutics inc1,561,850
t rowe price exchange-traded1,511,880
nxp semiconductors n v411,468
atmos energy corp373,344
te connectivity plc359,047
vanguard bd index fds346,850
zscaler inc342,005
New stocks bought by SYM FINANCIAL Corp

Additions

Ticker% Inc.
capital grp fixed incm etf t335
ishares tr315
ishares tr176
disney walt co156
american tower corp147
linde plc130
boston scientific corp129
roblox corp119
Additions to existing portfolio by SYM FINANCIAL Corp

Reductions

Ticker% Reduced
select sector spdr tr-60.31
spdr series trust-52.49
pg&e corp-48.49
edison intl-46.83
copart inc-40.93
pimco etf tr-37.48
tradeweb mkts inc-32.84
robinhood mkts inc-30.09
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% of it's holdings in Others sector.

  • Others
  • Utilities
  • Technology
  • Healthcare
  • Financial Services
  • Industrials
  • Basic Materials
  • Consumer Cyclical
  • Communication Services
Sector%
Others74
Utilities7.2
Technology6.6
Healthcare2.4
Financial Services2.1
Industrials1.7
Basic Materials1.6
Consumer Cyclical1.4
Communication Services1.2

Market Cap. Distribution

SYM FINANCIAL Corp has about 25.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED74.1
MEGA-CAP16.2
LARGE-CAP9

Stocks belong to which Index?

About 23.8% 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%
Others76.1
S&P 50016.7
RUSSELL 20007.1
Top 5 Winners (%)%
TEAM
atlassian corporation
85.2 %
VEEV
veeva sys inc
57.4 %
PLTR
palantir technologies inc
54.1 %
DINO
hf sinclair corp
53.6 %
NTRA
natera inc
51.6 %
Top 5 Winners ($)$
MSFT
microsoft corp
2.7 M
DFAC
dimensional etf trust
2.3 M
AAPL
apple inc
2.1 M
NVDA
nvidia corporation
1.6 M
DFAC
dimensional etf trust
1.2 M
Top 5 Losers (%)%
MNST
monster beverage corp new
-49.6 %
MTZ
mastec inc
-48.6 %
APH
amphenol corp
-44.9 %
GLW
corning inc
-39.7 %
KLAC
kla corp
-34.9 %
Top 5 Losers ($)$
AMPS
ishares tr
-3.6 M
DWMF
wisdomtree tr
-1.7 M
VB
vanguard index fds
-1.2 M
APH
amphenol corp
-1.2 M
IVOG
vanguard admiral fds inc
-0.8 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 521 stocks in it's portfolio. About 73.9% of the portfolio is in top 10 stocks. AMPS proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for SYM FINANCIAL Corp last quarter.

$1.31BTotal Value
499Positions
26 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of SYM FINANCIAL Corp, last reported on 26 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SYM FINANCIAL Corp's holding in Ishares Tr over time
0.14%11,888
$1.89M
0.14%
decreased 4.01 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SYM FINANCIAL Corp's holding in Ishares Tr over time
0.01%2,617
$110.4K
0.01%
increased 0.85 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SYM FINANCIAL Corp's holding in Ishares Tr over time
0%301
$32.2K
0%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SYM FINANCIAL Corp's holding in Ishares Tr over time
0%150
$31.1K
0%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SYM FINANCIAL Corp's holding in Ishares Tr over time
0%362
$28.6K
0%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SYM FINANCIAL Corp's holding in Ishares Tr over time
0%228
$21.5K
0%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
SYM FINANCIAL Corp's holding in Ishares Tr over time
0.03%19,940
$429.5K
0.03%
increased 0.07 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
SYM FINANCIAL Corp's holding in Ishares Tr over time
0.03%6,415
$389.1K
0.03%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
SYM FINANCIAL Corp's holding in Ishares Tr over time
0.02%5,402
$267.2K
0.02%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
SYM FINANCIAL Corp's holding in Ishares Tr over time
0%815
$68.1K
0%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
SYM FINANCIAL Corp's holding in Ishares Tr over time
0%1,513
$67.6K
0%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
SYM FINANCIAL Corp's holding in Ishares Tr over time
0%948
$24.4K
0%
unchanged 0 percentunchanged
ACWV
Ishares Inc

Ishares Inc

ACWV
SYM FINANCIAL Corp's holding in Ishares Inc over time
0.46%49,575
$6.08M
0.46%
increased 1.25 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
SYM FINANCIAL Corp's holding in Ishares Inc over time
0.03%1,958
$403.8K
0.03%
increased 10.12 percentadded