Latest SYM FINANCIAL Corp Stock Portfolio

SYM FINANCIAL Corp Performance:

2025 Q4: 2.91%YTD: 17.05%2024: 1.71%

Performance for 2025 Q4 is 2.91%, and YTD is 17.05%, and 2024 is 1.71%.

About SYM FINANCIAL Corp and 13F Hedge Fund Stock Holdings

SYM FINANCIAL Corp is a hedge fund based in Winona Lake, IN. On 2026-02-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, SYM FINANCIAL Corp reported an equity portfolio of $973.4 Millions as of 31 Dec, 2025.

The top stock holdings of SYM FINANCIAL Corp are DFAC, DWMF, VB. The fund has invested 25.9% of it's portfolio in DIMENSIONAL ETF TRUST and 11% of portfolio in WISDOMTREE TR.

The fund managers got completely rid off ISHARES TR (IJR), MOLINA HEALTHCARE INC (MOH) and ENTERPRISE PRODS PARTNERS L (EPD) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), ISHARES TR (IJR) and VANGUARD WORLD FD (VAW). SYM FINANCIAL Corp opened new stock positions in ATLASSIAN CORPORATION (TEAM), ROPER TECHNOLOGIES INC (ROP) and MARKETAXESS HLDGS INC (MKTX). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), CENTENE CORP DEL (CNC) and PG&E CORP (PCG).

SYM FINANCIAL Corp Annual Return Estimates Vs S&P 500

Our best estimate is that SYM FINANCIAL Corp made a return of 2.91% in the last quarter. In trailing 12 months, it's portfolio return was 17.05%.

Performance
S&P 500

New Buys

Ticker	$ Bought
atlassian corporation	784,758
roper technologies inc	393,940
marketaxess hldgs inc	389,506
gartner inc	380,438
united parcel service inc	357,679
las vegas sands corp	329,160
american tower corp new	300,751
draftkings inc new	272,337

New stocks bought by SYM FINANCIAL Corp

Additions

Ticker	% Inc.
vanguard index fds	240
centene corp del	123
pg&e corp	116
proshares tr	100
edison intl	88.52
cisco sys inc	83.07
chipotle mexican grill inc	67.79
airbnb inc	65.18

Additions to existing portfolio by SYM FINANCIAL Corp

Reductions

Ticker	% Reduced
select sector spdr tr	-91.91
ishares tr	-89.59
ishares tr	-86.56
vanguard world fd	-78.2
select sector spdr tr	-77.61
select sector spdr tr	-66.43
select sector spdr tr	-64.27
vanguard index fds	-62.11

SYM FINANCIAL Corp reduced stake in above stock

Sold off

Ticker	$ Sold
finvolution group	-86,951
aegon ltd	-90,990
enterprise prods partners l	-355,687
zoominfo technologies inc	-120,566
dupont de nemours inc	-346,811
stmicroelectronics n v	-201,381
capital group gbl growth eqt	-212,537
bank ozk little rock ark	-299,762

SYM FINANCIAL Corp got rid off the above stocks

Sector Distribution

SYM FINANCIAL Corp has about 71.6% of it's holdings in Others sector.

Sector	%
Others	71.6
Utilities	8.9
Technology	6.5
Healthcare	2.6
Financial Services	2.2
Consumer Cyclical	1.9
Industrials	1.8
Basic Materials	1.7
Communication Services	1.4

Market Cap. Distribution

SYM FINANCIAL Corp has about 19.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	71.6
MEGA-CAP	10.5
LARGE-CAP	8.9
MID-CAP	8.9

Stocks belong to which Index?

About 26.5% of the stocks held by SYM FINANCIAL Corp either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	73.4
S&P 500	17.8
RUSSELL 2000	8.7

Top 5 Winners (%)		%
XLB	select sector spdr tr	81.8 %
XLB	select sector spdr tr	77.5 %
XLB	select sector spdr tr	73.7 %
XLB	select sector spdr tr	68.7 %
XLB	select sector spdr tr	68.7 %

Top 5 Winners ($)		$
DFAC	dimensional etf trust	11.7 M
DWMF	wisdomtree tr	3.3 M
LLY	eli lilly & co	2.0 M
VB	vanguard index fds	1.8 M
VB	vanguard index fds	1.5 M

Top 5 Losers (%)		%
EET	proshares tr	-41.9 %
RBLX	roblox corp	-41.4 %
ORCL	oracle corp	-29.5 %
VEEV	veeva sys inc	-24.3 %
ZS	zscaler inc	-23.8 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-0.7 M
ORCL	oracle corp	-0.6 M
RBLX	roblox corp	-0.4 M
META	meta platforms inc	-0.4 M
AMPS	ishares tr	-0.3 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 414 stocks in it's portfolio. About 73.1% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for SYM FINANCIAL Corp last quarter.

Last Reported on: 13 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc	0.08	5,823	792,336	reduced	-3.46

AAPL	apple inc	1.39	49,583	13,479,700	added	0.78

AAXJ	ishares tr	0.18	12,749	1,803,860	reduced	-1.64

AAXJ	ishares tr	0.00	150	32,204	reduced	-40.00

AAXJ	ishares tr	0.00	298	28,778	added	0.68

AAXJ	ishares tr	0.00	362	25,850	new

AAXJ	ishares tr	0.00	282	22,515	new

AAXJ	ishares tr	0.00	228	18,862	unchanged	0.00

AAXJ	ishares tr	0.00	25.00	2,678	unchanged	0.00

AAXJ	ishares tr	0.00	25.00	1,938	new

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ABBV	abbvie inc	0.09	3,745	855,801	reduced	-14.98

ABNB	airbnb inc	0.04	3,226	437,833	added	65.18

ABT	abbott labs	0.04	3,098	388,148	reduced	-18.13

ACN	accenture plc ireland	0.06	2,118	568,259	added	48.42

ACWF	ishares tr	0.04	19,340	440,463	added	0.78