Symphony Financial, Ltd. Co.

13F filer · CIK 0001800687

Reported Aug 4, 2026

Net buyer this quarter

13F portfolio value$914MU.S. long equity reported on 13F

Positions24944 new · 14 closed

Net flow last quarter+$39.7MBuys minus sells

Top 10 positions weight21.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 4, 2026249 positions
NVDANvidia Corp	$39.1M	4.28%	0.00%	+9.3%	Q2 2020
AAPLApple Inc.	$23.3M	2.55%	0.00%	+6.0%	Q1 2020
SPYSPDR S&P 500 ETF Trust	$22.5M	2.46%	Not reported	+62.2%	Q1 2020
PULSPulse Electronics Corp	$21.6M	2.36%	2.48%	+5.6%	Q4 2022
AMZNAmazon Com Inc	$21.3M	2.33%	0.00%	+6.3%	Q1 2020
MSFTMicrosoft Corp	$19M	2.08%	0.00%	+12.2%	Q1 2020
GOOGLAlphabet Inc.	$16.5M	1.81%	0.00%	+5.6%	Q1 2020
AVGOBroadcom Inc.	$13.1M	1.44%	0.00%	+3.6%	Q1 2020
GOOGAlphabet Inc.	$11.4M	1.25%	Not reported	+5.1%	Q1 2020
JNJJohnson & Johnson	$10.9M	1.19%	0.00%	+1.0%	Q1 2020
GLDSPDR Gold Trust	$9.13M	1.00%	0.01%	-38.3%	Q1 2020
XOMExxonMobil Holdings Corp	$8.82M	0.96%	0.00%	-12.0%	Q1 2020
LLYELI LILLY & Co	$8.07M	0.88%	0.00%	+4.0%	Q1 2021
JPMJPMorgan Chase & Co	$8M	0.88%	0.00%	-7.2%	Q1 2021
TSLATesla, Inc.	$7.41M	0.81%	0.00%	-0.1%	Q3 2020
VVisa Inc.	$7.36M	0.80%	0.00%	+3.0%	Q1 2020
BRK.BBerkshire Hathaway Inc	$7.15M	0.78%	Not reported	+0.5%	Q1 2020
MUMicron Technology Inc	$6.71M	0.73%	0.00%	+5.1%	Q4 2020
ABBVAbbVie Inc.	$6.63M	0.73%	0.00%	+7.0%	Q1 2020
MOAltria Group, Inc.	$6.5M	0.71%	0.01%	+3.2%	Q1 2021
WMTWalmart Inc.	$6.25M	0.68%	0.00%	+2.3%	Q1 2020
METAMeta Platforms, Inc.	$6.03M	0.66%	Not reported	+14.1%	Q2 2020
QQQInvesco QQQ Trust, Series 1	$5.17M	0.57%	Not reported	-6.2%	Q1 2020
VZVerizon Communications Inc	$5.12M	0.56%	0.00%	+1.9%	Q1 2020
MRKMerck & Co., Inc.	$4.61M	0.50%	0.00%	+1.3%	Q1 2020
SLFSun Life Financial Inc	$4.57M	0.50%	Not reported	+0.2%	Q2 2022
MAMastercard Inc	$4.27M	0.47%	0.00%	+11.4%	Q1 2020
HDHome Depot, Inc.	$4.25M	0.47%	0.00%	+12.4%	Q1 2020
SPCXSpace Exploration Technologies Corp	$4.06M	0.44%	Not reported	New	Q2 2026
COSTCostco Wholesale Corp	$3.92M	0.43%	0.00%	+10.4%	Q1 2020
GEGeneral Electric Co	$3.77M	0.41%	0.00%	-15.3%	Q2 2024
NEENextera Energy Inc	$3.72M	0.41%	0.00%	+9.7%	Q1 2020
ORCLOracle Corp	$3.71M	0.41%	0.00%	+5.6%	Q3 2021
AMDAdvanced Micro Devices Inc	$3.52M	0.38%	0.00%	-5.6%	Q3 2020
CMICummins Inc	$3.49M	0.38%	0.00%	+5.9%	Q1 2021
AMGNAmgen Inc	$3.24M	0.35%	0.00%	+7.4%	Q1 2022
CVXChevron Corp	$3.22M	0.35%	0.00%	-1.1%	Q1 2020
ORealty Income Corp	$3.21M	0.35%	0.01%	+6.7%	Q1 2020
AMATApplied Materials Inc	$3.16M	0.35%	0.00%	+21.1%	Q1 2021
LRCXLam Research Corp	$3.06M	0.33%	0.00%	+91.8%	Q1 2021
PANWPalo Alto Networks Inc	$3.03M	0.33%	0.00%	+7.9%	Q4 2020
RTXRTX Corp	$2.98M	0.33%	0.00%	+9.0%	Q2 2020
TXNTexas Instruments Inc	$2.83M	0.31%	0.00%	+12.3%	Q1 2020
GDGeneral Dynamics Corp	$2.75M	0.30%	0.00%	+23.0%	Q1 2022
FTNTFortinet, Inc.	$2.74M	0.30%	0.00%	-7.7%	Q2 2021
KOCoca Cola Co	$2.66M	0.29%	0.00%	+3.4%	Q1 2020
PMPhilip Morris International Inc.	$2.63M	0.29%	0.00%	+4.1%	Q4 2021
MSMorgan Stanley	$2.39M	0.26%	0.00%	+6.3%	Q2 2024
DUKDuke Energy CORP	$2.36M	0.26%	0.00%	+12.0%	Q1 2020
WMWaste Management Inc	$2.3M	0.25%	0.00%	+17.7%	Q1 2020

Q1 2026Reported May 1, 2026217 positions
NVDANvidia Corp	$31.2M	4.14%	0.00%	+2.1%	Q2 2020
PULSPulse Electronics Corp	$20.4M	2.70%	2.35%	+24.7%	Q4 2022
AAPLApple Inc.	$19.3M	2.56%	0.00%	+4.4%	Q1 2020
AMZNAmazon Com Inc	$17.2M	2.28%	0.00%	+7.0%	Q1 2020
GLDSPDR Gold Trust	$17M	2.25%	0.01%	-2.2%	Q1 2020
MSFTMicrosoft Corp	$16.8M	2.22%	0.00%	+5.7%	Q1 2020
XOMExxonMobil Holdings Corp	$12.7M	1.69%	0.00%	+2.7%	Q1 2020
GOOGLAlphabet Inc.	$12.5M	1.65%	0.00%	+11.0%	Q1 2020
SPYSPDR S&P 500 ETF Trust	$12.1M	1.60%	Not reported	-20.8%	Q1 2020
AVGOBroadcom Inc.	$10.3M	1.36%	0.00%	+4.1%	Q1 2020
JNJJohnson & Johnson	$10.1M	1.34%	0.00%	+4.7%	Q1 2020
GOOGAlphabet Inc.	$8.67M	1.15%	Not reported	+1.5%	Q1 2020
JPMJPMorgan Chase & Co	$7.59M	1.01%	0.00%	+9.0%	Q1 2021
BRK.BBerkshire Hathaway Inc	$6.82M	0.90%	Not reported	+21.4%	Q1 2020
WMTWalmart Inc.	$6.59M	0.87%	0.00%	+32.8%	Q1 2020
TSLATesla, Inc.	$6.56M	0.87%	0.00%	+2.2%	Q3 2020
VVisa Inc.	$6.25M	0.83%	0.00%	+29.1%	Q1 2020
LLYELI LILLY & Co	$5.79M	0.77%	0.00%	+5.7%	Q1 2021
VZVerizon Communications Inc	$5.68M	0.75%	0.00%	+2.8%	Q1 2020
MOAltria Group, Inc.	$5.66M	0.75%	0.01%	-0.3%	Q1 2021
ABBVAbbVie Inc.	$5.27M	0.70%	0.00%	+66.5%	Q1 2020
METAMeta Platforms, Inc.	$5.25M	0.70%	Not reported	+10.5%	Q2 2020
QQQInvesco QQQ Trust, Series 1	$4.31M	0.57%	Not reported	+0.4%	Q1 2020
MRKMerck & Co., Inc.	$4.24M	0.56%	0.00%	+10.7%	Q1 2020
CVXChevron Corp	$4.09M	0.54%	0.00%	+18.2%	Q1 2020
COSTCostco Wholesale Corp	$3.73M	0.49%	0.00%	-14.6%	Q1 2020
MAMastercard Inc	$3.72M	0.49%	0.00%	+6.1%	Q1 2020
SLFSun Life Financial Inc	$3.59M	0.48%	Not reported	+0.6%	Q2 2022
HDHome Depot, Inc.	$3.51M	0.46%	0.00%	-21.9%	Q1 2020
NEENextera Energy Inc	$3.5M	0.46%	0.00%	+2.9%	Q1 2020
ORCLOracle Corp	$3.44M	0.46%	0.00%	+14.9%	Q3 2021
GEGeneral Electric Co	$3.34M	0.44%	0.00%	+12.0%	Q2 2024
ORealty Income Corp	$2.93M	0.39%	0.01%	+14.2%	Q1 2020
AMGNAmgen Inc	$2.93M	0.39%	0.00%	+9.5%	Q1 2022
RTXRTX Corp	$2.78M	0.37%	0.00%	+0.8%	Q2 2020
PEPPepsico Inc	$2.69M	0.36%	0.00%	+8.8%	Q1 2020
MCDMcdonalds Corp	$2.5M	0.33%	0.00%	+1.2%	Q2 2020
CMICummins Inc	$2.5M	0.33%	0.00%	-1.6%	Q1 2021
SLViShares Silver Trust	$2.49M	0.33%	0.01%	-37.1%	Q2 2025
KOCoca Cola Co	$2.36M	0.31%	0.00%	+12.2%	Q1 2020
NFLXNetflix Inc	$2.32M	0.31%	0.00%	+10.9%	Q2 2020
PMPhilip Morris International Inc.	$2.28M	0.30%	0.00%	+4.6%	Q4 2021
LOWLowes Companies Inc	$2.22M	0.29%	0.00%	+16.1%	Q1 2020
GDGeneral Dynamics Corp	$2.2M	0.29%	0.00%	+0.4%	Q1 2022
DUKDuke Energy CORP	$2.13M	0.28%	0.00%	+3.9%	Q1 2020
LMTLockheed Martin Corp	$2.07M	0.27%	0.00%	-3.4%	Q1 2020
WMWaste Management Inc	$2.01M	0.27%	0.00%	+13.3%	Q1 2020
AXPAmerican Express Co	$1.95M	0.26%	0.00%	-4.4%	Q1 2020
MUMicron Technology Inc	$1.82M	0.24%	0.00%	+1.6%	Q4 2020
SPMDSupermedia Inc.	$1.76M	0.23%	Not reported	-69.6%	Q3 2022

Q4 2025Reported Feb 11, 2026196 positions
NVDANvidia Corp	$33.6M	4.51%	0.00%	-23.5%	Q2 2020
MSFTMicrosoft Corp	$21.2M	2.85%	0.00%	-16.2%	Q1 2020
AAPLApple Inc.	$20.3M	2.72%	0.00%	-21.2%	Q1 2020
AMZNAmazon Com Inc	$18.1M	2.43%	0.00%	-14.2%	Q1 2020
PULSPulse Electronics Corp	$16.4M	2.20%	1.88%	+1.2%	Q4 2022
GLDSPDR Gold Trust	$16.4M	2.20%	0.01%	+4.5%	Q1 2020
SPYSPDR S&P 500 ETF Trust	$16.1M	2.16%	Not reported	+26.4%	Q1 2020
GOOGLAlphabet Inc.	$12.5M	1.68%	0.00%	-27.4%	Q1 2020
AVGOBroadcom Inc.	$11.4M	1.53%	0.00%	-23.1%	Q1 2020
GOOGAlphabet Inc.	$9.55M	1.28%	Not reported	-5.0%	Q1 2020
XOMExxonMobil Holdings Corp	$8.67M	1.16%	0.00%	+4.1%	Q1 2020
JNJJohnson & Johnson	$8.23M	1.11%	0.00%	-12.4%	Q1 2020
TSLATesla, Inc.	$7.94M	1.07%	0.00%	-14.0%	Q3 2020
JPMJPMorgan Chase & Co	$7.77M	1.04%	0.00%	-20.6%	Q1 2021
LLYELI LILLY & Co	$6.48M	0.87%	0.00%	-3.2%	Q1 2021
BRK.BBerkshire Hathaway Inc	$5.94M	0.80%	Not reported	+4.4%	Q1 2020
SPMDSupermedia Inc.	$5.8M	0.78%	Not reported	+1.4%	Q3 2022
VVisa Inc.	$5.72M	0.77%	0.00%	-3.8%	Q1 2020
METAMeta Platforms, Inc.	$5.66M	0.76%	Not reported	-22.7%	Q2 2020
MOAltria Group, Inc.	$4.94M	0.66%	0.01%	-25.0%	Q1 2021
HDHome Depot, Inc.	$4.78M	0.64%	0.00%	-29.4%	Q1 2020
QQQInvesco QQQ Trust, Series 1	$4.62M	0.62%	Not reported	-5.6%	Q1 2020
VZVerizon Communications Inc	$4.51M	0.61%	0.00%	-4.2%	Q1 2020
WMTWalmart Inc.	$4.5M	0.60%	0.00%	+13.6%	Q1 2020
UNHUnitedhealth Group Inc	$4.14M	0.56%	0.00%	-8.2%	Q1 2020
MAMastercard Inc	$4.09M	0.55%	0.00%	-25.3%	Q1 2020
SLViShares Silver Trust	$4.09M	0.55%	0.01%	+2.7%	Q2 2025
ORCLOracle Corp	$4.07M	0.55%	0.00%	-22.5%	Q3 2021
COSTCostco Wholesale Corp	$3.8M	0.51%	0.00%	-28.6%	Q1 2020
SLFSun Life Financial Inc	$3.64M	0.49%	Not reported	-1.3%	Q2 2022
MRKMerck & Co., Inc.	$3.37M	0.45%	0.00%	+22.5%	Q1 2020
ABBVAbbVie Inc.	$3.36M	0.45%	0.00%	-21.2%	Q1 2020
GEGeneral Electric Co	$3.31M	0.44%	0.00%	+41.0%	Q2 2024
CRMSalesforce, Inc.	$3.18M	0.43%	0.00%	-30.7%	Q2 2020
NEENextera Energy Inc	$3M	0.40%	0.00%	-2.4%	Q1 2020
RTXRTX Corp	$2.67M	0.36%	0.00%	+1.3%	Q2 2020
AXPAmerican Express Co	$2.54M	0.34%	0.00%	+3.9%	Q1 2020
AMGNAmgen Inc	$2.51M	0.34%	0.00%	-17.4%	Q1 2022
CVXChevron Corp	$2.49M	0.33%	0.00%	-37.8%	Q1 2020
CMICummins Inc	$2.47M	0.33%	0.00%	-25.7%	Q1 2021
MCDMcdonalds Corp	$2.46M	0.33%	0.00%	-27.3%	Q2 2020
ORealty Income Corp	$2.4M	0.32%	0.00%	-13.6%	Q1 2020
PEPPepsico Inc	$2.29M	0.31%	0.00%	-48.8%	Q1 2020
PLTRPalantir Technologies Inc.	$2.25M	0.30%	0.00%	+20.2%	Q4 2024
GDGeneral Dynamics Corp	$2.17M	0.29%	0.00%	-19.1%	Q1 2022
PMPhilip Morris International Inc.	$2.14M	0.29%	0.00%	-37.6%	Q4 2021
NFLXNetflix Inc	$2.06M	0.28%	0.00%	-36.0%	Q2 2020
LOWLowes Companies Inc	$1.98M	0.27%	0.00%	-0.6%	Q1 2020
KOCoca Cola Co	$1.95M	0.26%	0.00%	+5.6%	Q1 2020
DUKDuke Energy CORP	$1.86M	0.25%	0.00%	+0.5%	Q1 2020

Q3 2025Reported Oct 31, 2025195 positions
NVDANvidia Corp	$43.6M	5.31%	0.00%	+4.3%	Q2 2020
MSFTMicrosoft Corp	$26.9M	3.27%	0.00%	-6.6%	Q1 2020
AAPLApple Inc.	$24M	2.93%	0.00%	+0.3%	Q1 2020
AMZNAmazon Com Inc	$19.9M	2.43%	0.00%	+2.0%	Q1 2020
PULSPulse Electronics Corp	$16.3M	1.98%	1.86%	+8.2%	Q4 2022
AVGOBroadcom Inc.	$13.9M	1.70%	0.00%	-14.5%	Q1 2020
GLDSPDR Gold Trust	$13.9M	1.69%	0.01%	-2.1%	Q1 2020
GOOGLAlphabet Inc.	$13.4M	1.63%	0.00%	+0.1%	Q1 2020
SPYSPDR S&P 500 ETF Trust	$12.4M	1.51%	Not reported	+137.4%	Q1 2020
JPMJPMorgan Chase & Co	$9.42M	1.15%	0.00%	+12.8%	Q1 2021
TSLATesla, Inc.	$8.99M	1.09%	0.00%	-18.1%	Q3 2020
JNJJohnson & Johnson	$8.35M	1.02%	0.00%	-3.1%	Q1 2020
METAMeta Platforms, Inc.	$8.02M	0.98%	Not reported	-45.1%	Q2 2020
HDHome Depot, Inc.	$7.84M	0.95%	0.00%	-15.7%	Q1 2020
XOMExxonMobil Holdings Corp	$7.76M	0.94%	0.00%	-1.9%	Q1 2020
GOOGAlphabet Inc.	$7.74M	0.94%	Not reported	+2.7%	Q1 2020
ORCLOracle Corp	$7.65M	0.93%	0.00%	-12.0%	Q3 2021
MOAltria Group, Inc.	$7.49M	0.91%	0.01%	-0.7%	Q1 2021
VVisa Inc.	$5.73M	0.70%	0.00%	+32.5%	Q1 2020
BRK.BBerkshire Hathaway Inc	$5.67M	0.69%	Not reported	-25.1%	Q1 2020
COSTCostco Wholesale Corp	$5.65M	0.69%	0.00%	-68.6%	Q1 2020
SPMDSupermedia Inc.	$5.56M	0.68%	Not reported	+1.7%	Q3 2022
MAMastercard Inc	$5.41M	0.66%	0.00%	-42.0%	Q1 2020
VZVerizon Communications Inc	$5.06M	0.62%	0.00%	-2.3%	Q1 2020
LLYELI LILLY & Co	$4.79M	0.58%	0.00%	-63.6%	Q1 2021
QQQInvesco QQQ Trust, Series 1	$4.75M	0.58%	Not reported	Not reported	Q1 2020
UNHUnitedhealth Group Inc	$4.7M	0.57%	0.00%	-20.1%	Q1 2020
PEPPepsico Inc	$4.36M	0.53%	0.00%	+1.8%	Q1 2020
ABBVAbbVie Inc.	$4.23M	0.51%	0.00%	+11.7%	Q1 2020
CRMSalesforce, Inc.	$4.15M	0.51%	0.00%	-21.7%	Q2 2020
NFLXNetflix Inc	$4.07M	0.50%	0.00%	-84.5%	Q2 2020
CVXChevron Corp	$4.06M	0.49%	0.00%	-1.4%	Q1 2020
WMTWalmart Inc.	$3.67M	0.45%	0.00%	-0.2%	Q1 2020
SLFSun Life Financial Inc	$3.5M	0.43%	Not reported	-6.0%	Q2 2022
PMPhilip Morris International Inc.	$3.36M	0.41%	0.00%	-43.8%	Q4 2021
MCDMcdonalds Corp	$3.31M	0.40%	0.00%	-18.6%	Q2 2020
TAt&T Inc.	$3.22M	0.39%	0.00%	+2.1%	Q1 2020
ORealty Income Corp	$2.94M	0.36%	0.01%	+1.8%	Q1 2020
NEENextera Energy Inc	$2.88M	0.35%	0.00%	+3.5%	Q1 2020
CMICummins Inc	$2.75M	0.33%	0.00%	-39.8%	Q1 2021
MMM3m Co	$2.69M	0.33%	0.00%	-5.2%	Q4 2020
GDGeneral Dynamics Corp	$2.67M	0.32%	0.00%	-10.3%	Q1 2022
AMGNAmgen Inc	$2.57M	0.31%	0.00%	-3.2%	Q1 2022
SLViShares Silver Trust	$2.42M	0.29%	0.01%	-2.9%	Q2 2025
ACNAccenture plc	$2.4M	0.29%	0.00%	-17.6%	Q1 2020
RTXRTX Corp	$2.39M	0.29%	0.00%	Not reported	Q2 2020
LYBLyondellBasell Industries N.V.	$2.38M	0.29%	0.02%	Not reported	Q4 2022
MSMorgan Stanley	$2.34M	0.29%	0.00%	-4.3%	Q2 2024
DLRDigital Realty Trust, Inc.	$2.28M	0.28%	0.00%	-3.1%	Q2 2020
GEGeneral Electric Co	$2.25M	0.27%	0.00%	+80.2%	Q2 2024

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