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Latest SYM FINANCIAL Corp Stock Portfolio

$1.00Billion | No. of Holdings #412

SYM FINANCIAL Corp Performance

2026 Q1+0.82%
YTD+0.82%
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 2026-05-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, SYM FINANCIAL Corp reported an equity portfolio of $1 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of SYM FINANCIAL Corp are DFAC, DWMF, VB. The fund has invested 25.4% of it's portfolio in DIMENSIONAL ETF TRUST and 10.7% of portfolio in WISDOMTREE TR. <br><br> The fund managers got completely rid off INVESCO EXCHANGE TRADED FD T (CSD), ATLASSIAN CORPORATION (TEAM) and ROBINHOOD MKTS INC (HOOD) stocks. They significantly reduced their stock positions in ISHARES TR (AMPS), CIENA CORP (CIEN) and ROBLOX CORP (RBLX). SYM FINANCIAL Corp opened new stock positions in S&P GLOBAL INC (SPGI), THE CIGNA GROUP (CI) and TEXAS INSTRS INC (TXN). The fund showed a lot of confidence in some stocks as they added substantially to MPLX LP (MPLX), ISHARES INC (ACWV) and LAKELAND FINL CORP (LKFN).
SYM FINANCIAL Corp Equity Portfolio Value
Last Reported on: 08 May, 2026
$1.00Billion
  as of May 08, 2026

SYM FINANCIAL Corp Annual Return Estimates Vs S&P 500

Our best estimate is that SYM FINANCIAL Corp made a return of 0.82% in the last quarter. In trailing 12 months, it's portfolio return was 17.14%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
s&p global inc460,643
the cigna group345,175
texas instrs inc339,359
equinix inc329,361
target corp316,090
t-mobile us inc302,233
corning inc287,033
molina healthcare inc281,396
New stocks bought by SYM FINANCIAL Corp

Additions

Ticker% Inc.
mplx lp334
ishares inc290
lakeland finl corp237
wipro ltd148
dimensional etf trust128
comcast corp new73.29
procter & gamble co65.95
costco wholesale corporation56.05
Additions to existing portfolio by SYM FINANCIAL Corp

Reductions

Ticker% Reduced
ishares tr-79.5
ciena corp-53.57
roblox corp-47.17
progressive corp-40.53
vanguard index fds-37.05
medtronic plc-36.57
accenture plc ireland-35.36
tapestry inc-29.78
SYM FINANCIAL Corp reduced stake in above stock

Sold off

Ticker$ Sold
adt inc del-156,639
wendys co-100,277
lyft inc-209,583
blue owl capital inc-158,170
draftkings inc new-272,337
axalta coating sys ltd-250,726
paypal hldgs inc-335,276
las vegas sands corp-329,160
SYM FINANCIAL Corp got rid off the above stocks

Sector Distribution

SYM FINANCIAL Corp has about 71% of it's holdings in Others sector.

  • Others
  • Utilities
  • Technology
  • Basic Materials
  • Healthcare
  • Financial Services
  • Industrials
  • Consumer Cyclical
  • Communication Services
Sector%
Others71
Utilities9
Technology5.9
Basic Materials2.7
Healthcare2.3
Financial Services2.3
Industrials1.9
Consumer Cyclical1.7
Communication Services1.3

Market Cap. Distribution

SYM FINANCIAL Corp has about 19.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED71
MEGA-CAP10.1
LARGE-CAP9.7
MID-CAP8.8

Stocks belong to which Index?

About 27.5% 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%
Others72.4
S&P 50018.4
RUSSELL 20009.1
Top 5 Winners (%)%
DOW
dow hldgs inc
77.7 %
WDC
western digital corp
53.2 %
FTI
technipfmc plc
52.9 %
VRT
vertiv holdings co
52.0 %
VLO
valero energy corp
50.2 %
Top 5 Winners ($)$
DOW
dow hldgs inc
10.1 M
DFAC
dimensional etf trust
5.6 M
VB
vanguard index fds
3.9 M
XOM
exxon mobil corp
0.6 M
IVOG
vanguard admiral fds inc
0.5 M
Top 5 Losers (%)%
MDB
mongodb inc
-39.3 %
IT
gartner inc
-37.0 %
INTU
intuit
-34.1 %
SNOW
snowflake inc
-31.2 %
NOW
servicenow inc
-29.4 %
Top 5 Losers ($)$
VB
vanguard index fds
-3.8 M
MSFT
microsoft corp
-2.3 M
FNDA
schwab strategic tr
-1.3 M
LLY
eli lilly & co
-1.1 M
AAPL
apple inc
-0.9 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 412 stocks in it's portfolio. About 73.3% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. DOW was the most profitable stock for SYM FINANCIAL Corp last quarter.

$1.00BTotal Value
469Positions
08 May, 2026Last Reported
Current holdings of Current Stock Holdings of SYM FINANCIAL Corp, last reported on 08 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SYM FINANCIAL Corp's holding in Ishares Tr over time
0.18%12,725
$1.76M
0.18%
decreased 0.19 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SYM FINANCIAL Corp's holding in Ishares Tr over time
0.01%2,550
$108.5K
0.01%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SYM FINANCIAL Corp's holding in Ishares Tr over time
0%150
$32.8K
0%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SYM FINANCIAL Corp's holding in Ishares Tr over time
0%298
$31.6K
0%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SYM FINANCIAL Corp's holding in Ishares Tr over time
0%362
$26.9K
0%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SYM FINANCIAL Corp's holding in Ishares Tr over time
0%228
$19.0K
0%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SYM FINANCIAL Corp's holding in Ishares Tr over time
0%28.00
$2.7K
0%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SYM FINANCIAL Corp's holding in Ishares Tr over time
0%75.00
$2.3K
0%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SYM FINANCIAL Corp's holding in Ishares Tr over time
0%25.00
$2.0K
0%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SYM FINANCIAL Corp's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SYM FINANCIAL Corp's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACWF
Ishares Tr

Ishares Tr

ACWF
SYM FINANCIAL Corp's holding in Ishares Tr over time
0.04%19,931
$449.0K
0.04%
increased 3.06 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
SYM FINANCIAL Corp's holding in Ishares Tr over time
0.03%6,415
$334.4K
0.03%
increased 12.56 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
SYM FINANCIAL Corp's holding in Ishares Tr over time
0.03%5,402
$249.7K
0.03%
unchanged 0 percentunchanged