SYM FINANCIAL Corp

13F filer · CIK 0000764739

Reported Aug 4, 2026

Net buyer this quarter

13F portfolio value$1.24BU.S. long equity reported on 13F

Positions34397 new · 33 closed

Net flow last quarter+$6.83MBuys minus sells

Top 10 positions weight6.4%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, 2026343 positions
DOWDow Inc.	$15.2M	1.22%	0.08%	+0.4%	Q2 2019
AAPLApple Inc.	$13.8M	1.11%	0.00%	-7.7%	Q4 2017
NVDANvidia Corp	$11.3M	0.91%	0.00%	-13.1%	Q1 2023
LLYELI LILLY & Co	$8.88M	0.71%	0.00%	+0.4%	Q4 2017
MSFTMicrosoft Corp	$6.8M	0.55%	0.00%	-14.7%	Q4 2017
AMZNAmazon Com Inc	$5.78M	0.46%	0.00%	-9.3%	Q1 2020
GOOGLAlphabet Inc.	$5.51M	0.44%	0.00%	-14.6%	Q1 2022
AVGOBroadcom Inc.	$4.55M	0.37%	0.00%	-16.4%	Q3 2023
MUMicron Technology Inc	$4.54M	0.36%	0.00%	-2.2%	Q2 2024
JPMJPMorgan Chase & Co	$3.86M	0.31%	0.00%	+6.9%	Q3 2018
WMTWalmart Inc.	$2.93M	0.24%	0.00%	-1.2%	Q3 2019
GEGeneral Electric Co	$2.65M	0.21%	0.00%	+3.2%	Q3 2021
SPYSPDR S&P 500 ETF Trust	$2.55M	0.20%	Not reported	+0.4%	Q4 2017
CSCOCisco Systems, Inc.	$2.33M	0.19%	0.00%	+1.6%	Q3 2018
TSLATesla, Inc.	$2.29M	0.18%	0.00%	+13.6%	Q2 2023
JNJJohnson & Johnson	$2.23M	0.18%	0.00%	-0.3%	Q4 2017
AMATApplied Materials Inc	$2.22M	0.18%	0.00%	+3.8%	Q4 2023
METAMeta Platforms, Inc.	$2.19M	0.18%	Not reported	-27.6%	Q4 2017
LRCXLam Research Corp	$2.19M	0.18%	0.00%	-0.5%	Q2 2024
BRK.BBerkshire Hathaway Inc	$2.09M	0.17%	Not reported	+18.3%	Q4 2017
GEVGE Vernova Inc.	$2.05M	0.17%	0.00%	+5.1%	Q2 2024
KLACKla Corp	$1.99M	0.16%	0.00%	+2.0%	Q2 2024
GOOGAlphabet Inc.	$1.94M	0.16%	Not reported	+9.4%	Q1 2022
LKFNLakeland Financial Corp	$1.9M	0.15%	0.12%	-52.9%	Q4 2017
XOMExxonMobil Holdings Corp	$1.73M	0.14%	0.00%	+2.5%	Q4 2017
TRGPTarga Resources Corp.	$1.64M	0.13%	0.00%	+0.2%	Q3 2023
JBLJabil Inc	$1.57M	0.13%	0.00%	+3.6%	Q3 2023
INTCIntel Corp	$1.56M	0.13%	0.00%	-31.9%	Q4 2017
VVisa Inc.	$1.53M	0.12%	0.00%	+31.6%	Q3 2018
FIXComfort Systems USA Inc	$1.52M	0.12%	0.00%	-12.7%	Q1 2025
APHAmphenol Corp	$1.49M	0.12%	0.00%	-22.8%	Q1 2025
AMDAdvanced Micro Devices Inc	$1.38M	0.11%	0.00%	-29.2%	Q4 2024
MAMastercard Inc	$1.37M	0.11%	0.00%	-34.8%	Q1 2024
WDCWestern Digital Corp	$1.31M	0.11%	0.00%	-37.4%	Q2 2025
NSCNorfolk Southern Corp	$1.31M	0.11%	0.00%	-9.2%	Q2 2024
CMICummins Inc	$1.25M	0.10%	0.00%	+7.2%	Q4 2024
CATCaterpillar Inc	$1.25M	0.10%	0.00%	+8.9%	Q3 2023
GLDSPDR Gold Trust	$1.24M	0.10%	0.00%	-10.0%	Q4 2017
HDHome Depot, Inc.	$1.24M	0.10%	0.00%	+68.2%	Q3 2023
CBChubb Ltd	$1.17M	0.09%	0.00%	+0.9%	Q2 2024
JBHTHunt J B Transport Services Inc	$1.09M	0.09%	0.00%	+5.2%	Q2 2025
ASMLAsml Holding NV	$1.08M	0.09%	0.00%	+7.9%	Q2 2024
MRKMerck & Co., Inc.	$1.07M	0.09%	0.00%	-0.1%	Q3 2018
ABBVAbbVie Inc.	$1.04M	0.08%	0.00%	+7.9%	Q1 2022
ORCLOracle Corp	$1.02M	0.08%	0.00%	+26.3%	Q4 2023
MPLXMPLX LP	$1.01M	0.08%	0.00%	+7.4%	Q1 2025
COSTCostco Wholesale Corp	$977K	0.08%	0.00%	-36.2%	Q4 2023
PEPPepsico Inc	$936K	0.08%	0.00%	-12.1%	Q4 2017
CNCCentene Corp	$931K	0.07%	0.00%	-6.6%	Q3 2024
CVXChevron Corp	$931K	0.07%	0.00%	+34.4%	Q4 2017

Q1 2026Reported May 8, 2026278 positions
DOWDow Inc.	$23M	2.30%	0.08%	+0.6%	Q2 2019
AAPLApple Inc.	$13.2M	1.31%	0.00%	+4.5%	Q4 2017
NVDANvidia Corp	$11.3M	1.13%	0.00%	+1.9%	Q1 2023
MSFTMicrosoft Corp	$7.91M	0.79%	0.00%	+6.9%	Q4 2017
LLYELI LILLY & Co	$6.79M	0.68%	0.00%	+12.7%	Q4 2017
AMZNAmazon Com Inc	$5.57M	0.56%	0.00%	+4.5%	Q1 2020
GOOGLAlphabet Inc.	$5.19M	0.52%	0.00%	+0.7%	Q1 2022
AVGOBroadcom Inc.	$4.46M	0.45%	0.00%	+3.4%	Q3 2023
LKFNLakeland Financial Corp	$3.74M	0.37%	0.26%	+237.5%	Q4 2017
WMTWalmart Inc.	$3.25M	0.32%	0.00%	-0.8%	Q3 2019
JPMJPMorgan Chase & Co	$3.24M	0.32%	0.00%	-0.8%	Q3 2018
METAMeta Platforms, Inc.	$3.07M	0.31%	Not reported	-0.1%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$2.21M	0.22%	Not reported	+0.2%	Q4 2017
JNJJohnson & Johnson	$2.15M	0.21%	0.00%	+2.2%	Q4 2017
XOMExxonMobil Holdings Corp	$2.1M	0.21%	0.00%	+8.3%	Q4 2017
MAMastercard Inc	$2.04M	0.20%	0.00%	+3.3%	Q1 2024
GEGeneral Electric Co	$1.95M	0.19%	0.00%	+2.2%	Q3 2021
TSLATesla, Inc.	$1.78M	0.18%	0.00%	+4.5%	Q2 2023
BRK.BBerkshire Hathaway Inc	$1.69M	0.17%	Not reported	+7.9%	Q4 2017
COSTCostco Wholesale Corp	$1.63M	0.16%	0.00%	+56.1%	Q4 2023
GLDSPDR Gold Trust	$1.61M	0.16%	0.00%	-0.9%	Q4 2017
TRGPTarga Resources Corp.	$1.53M	0.15%	0.00%	+0.1%	Q3 2023
CSCOCisco Systems, Inc.	$1.52M	0.15%	0.00%	+1.8%	Q3 2018
GEVGE Vernova Inc.	$1.45M	0.15%	0.00%	+0.1%	Q2 2024
GOOGAlphabet Inc.	$1.44M	0.14%	Not reported	+11.5%	Q1 2022
APHAmphenol Corp	$1.38M	0.14%	0.00%	+16.0%	Q1 2025
MUMicron Technology Inc	$1.36M	0.14%	0.00%	+6.8%	Q2 2024
NSCNorfolk Southern Corp	$1.31M	0.13%	0.00%	Not reported	Q2 2024
PEPPepsico Inc	$1.22M	0.12%	0.00%	-1.7%	Q4 2017
FIXComfort Systems USA Inc	$1.21M	0.12%	0.00%	-9.2%	Q1 2025
CBChubb Ltd	$1.11M	0.11%	0.00%	+6.8%	Q2 2024
LRCXLam Research Corp	$1.08M	0.11%	0.00%	+1.4%	Q2 2024
JBLJabil Inc	$1.05M	0.10%	0.00%	Not reported	Q3 2023
VVisa Inc.	$1.03M	0.10%	0.00%	+13.1%	Q3 2018
AMATApplied Materials Inc	$1.01M	0.10%	0.00%	+9.9%	Q4 2023
MRKMerck & Co., Inc.	$1M	0.10%	0.00%	+0.5%	Q3 2018
KLACKla Corp	$951K	0.10%	0.00%	+5.9%	Q2 2024
MPLXMPLX LP	$948K	0.09%	0.00%	+334.2%	Q1 2025
EIXEdison International	$909K	0.09%	0.00%	+8.3%	Q1 2025
WDCWestern Digital Corp	$889K	0.09%	0.00%	-13.5%	Q2 2025
CMICummins Inc	$879K	0.09%	0.00%	+1.1%	Q4 2024
CVXChevron Corp	$864K	0.09%	0.00%	+7.0%	Q4 2017
NFLXNetflix Inc	$857K	0.09%	0.00%	+33.5%	Q4 2023
BMYBristol Myers Squibb Co	$851K	0.09%	0.00%	+15.7%	Q2 2024
ABBVAbbVie Inc.	$836K	0.08%	0.00%	+2.7%	Q1 2022
BKNGBooking Holdings Inc.	$821K	0.08%	0.00%	-3.0%	Q1 2023
NOWServiceNow, Inc.	$815K	0.08%	0.00%	+25.8%	Q3 2024
ORCLOracle Corp	$814K	0.08%	0.00%	-28.6%	Q4 2023
GMGeneral Motors Co	$811K	0.08%	0.00%	+1.4%	Q2 2024
FDXFedex Corp	$776K	0.08%	0.00%	+1.6%	Q2 2025

Q4 2025Reported Feb 13, 2026281 positions
AAPLApple Inc.	$13.5M	1.38%	0.00%	+0.8%	Q4 2017
DOWDow Inc.	$12.8M	1.32%	0.08%	-0.3%	Q2 2019
NVDANvidia Corp	$11.9M	1.22%	0.00%	+2.2%	Q1 2023
MSFTMicrosoft Corp	$9.67M	0.99%	0.00%	-3.4%	Q4 2017
LLYELI LILLY & Co	$7.04M	0.72%	0.00%	+2.6%	Q4 2017
AMZNAmazon Com Inc	$5.9M	0.61%	0.00%	+4.7%	Q1 2020
GOOGLAlphabet Inc.	$5.62M	0.58%	0.00%	+9.7%	Q1 2022
AVGOBroadcom Inc.	$4.83M	0.50%	0.00%	+0.3%	Q3 2023
JPMJPMorgan Chase & Co	$3.58M	0.37%	0.00%	+1.4%	Q3 2018
METAMeta Platforms, Inc.	$3.55M	0.36%	Not reported	+2.2%	Q4 2017
WMTWalmart Inc.	$2.94M	0.30%	0.00%	+3.2%	Q3 2019
SPYSPDR S&P 500 ETF Trust	$2.31M	0.24%	Not reported	+5.2%	Q4 2017
MAMastercard Inc	$2.26M	0.23%	0.00%	-3.3%	Q1 2024
GEGeneral Electric Co	$2.07M	0.21%	0.00%	+3.1%	Q3 2021
TSLATesla, Inc.	$2.06M	0.21%	0.00%	+12.2%	Q2 2023
JNJJohnson & Johnson	$1.78M	0.18%	0.00%	-3.4%	Q4 2017
BRK.BBerkshire Hathaway Inc	$1.64M	0.17%	Not reported	+9.9%	Q4 2017
ORCLOracle Corp	$1.51M	0.16%	0.00%	+12.1%	Q4 2023
GLDSPDR Gold Trust	$1.5M	0.15%	0.00%	+4.1%	Q4 2017
CSCOCisco Systems, Inc.	$1.48M	0.15%	0.00%	+83.1%	Q3 2018
GOOGAlphabet Inc.	$1.41M	0.14%	Not reported	+7.1%	Q1 2022
XOMExxonMobil Holdings Corp	$1.37M	0.14%	0.00%	+9.4%	Q4 2017
NSCNorfolk Southern Corp	$1.32M	0.14%	0.00%	-0.1%	Q2 2024
APHAmphenol Corp	$1.27M	0.13%	0.00%	+1.6%	Q1 2025
PEPPepsico Inc	$1.15M	0.12%	0.00%	+5.5%	Q4 2017
TRGPTarga Resources Corp.	$1.13M	0.12%	0.00%	-1.2%	Q3 2023
LKFNLakeland Financial Corp	$1.1M	0.11%	0.08%	-2.5%	Q4 2017
GEVGE Vernova Inc.	$1.09M	0.11%	0.00%	+1.0%	Q2 2024
BKNGBooking Holdings Inc.	$1.08M	0.11%	0.00%	+1.5%	Q1 2023
MUMicron Technology Inc	$1.07M	0.11%	0.00%	+7.4%	Q2 2024
VVisa Inc.	$1.05M	0.11%	0.00%	-13.4%	Q3 2018
CBChubb Ltd	$998K	0.10%	0.00%	+45.7%	Q2 2024
NOWServiceNow, Inc.	$949K	0.10%	0.00%	+36.4%	Q3 2024
SNOWSnowflake Inc.	$938K	0.10%	0.00%	+28.6%	Q2 2024
COSTCostco Wholesale Corp	$905K	0.09%	0.00%	-21.5%	Q4 2023
FIXComfort Systems USA Inc	$903K	0.09%	0.00%	+11.8%	Q1 2025
JBLJabil Inc	$899K	0.09%	0.00%	-2.0%	Q3 2023
UNHUnitedhealth Group Inc	$889K	0.09%	0.00%	-7.0%	Q3 2023
MRKMerck & Co., Inc.	$873K	0.09%	0.00%	-7.0%	Q3 2018
GMGeneral Motors Co	$873K	0.09%	0.00%	+2.0%	Q2 2024
LRCXLam Research Corp	$856K	0.09%	0.00%	-30.1%	Q2 2024
ABBVAbbVie Inc.	$856K	0.09%	0.00%	-15.0%	Q1 2022
CMICummins Inc	$824K	0.08%	0.00%	+2.3%	Q4 2024
CNCCentene Corp	$813K	0.08%	0.00%	+123.5%	Q3 2024
AAgilent Technologies, Inc.	$792K	0.08%	0.00%	-3.5%	Q4 2024
IBMInternational Business Machines Corp	$787K	0.08%	0.00%	+1.5%	Q2 2024
TEAMAtlassian Corp	$785K	0.08%	Not reported	Not reported	Q4 2024
PCGPG&E Corp	$775K	0.08%	0.00%	+116.1%	Q3 2024
TPRTapestry, Inc.	$771K	0.08%	0.00%	-7.3%	Q3 2024
KLACKla Corp	$741K	0.08%	0.00%	+1.3%	Q2 2024

Q3 2025Reported Nov 3, 2025276 positions
DOWDow Inc.	$12.6M	1.35%	0.08%	+0.2%	Q2 2019
AAPLApple Inc.	$12.5M	1.34%	0.00%	-8.4%	Q4 2017
NVDANvidia Corp	$11.6M	1.25%	0.00%	-26.6%	Q1 2023
MSFTMicrosoft Corp	$10.7M	1.15%	0.00%	-9.7%	Q4 2017
AMZNAmazon Com Inc	$5.36M	0.57%	0.00%	-20.7%	Q1 2020
LLYELI LILLY & Co	$4.87M	0.52%	0.00%	+3.7%	Q4 2017
AVGOBroadcom Inc.	$4.59M	0.49%	0.00%	-16.5%	Q3 2023
GOOGLAlphabet Inc.	$3.98M	0.43%	0.00%	+58.8%	Q1 2022
METAMeta Platforms, Inc.	$3.86M	0.41%	Not reported	-29.0%	Q4 2017
JPMJPMorgan Chase & Co	$3.46M	0.37%	0.00%	+8.5%	Q3 2018
WMTWalmart Inc.	$2.63M	0.28%	0.00%	-2.2%	Q3 2019
MAMastercard Inc	$2.33M	0.25%	0.00%	-12.3%	Q1 2024
SPYSPDR S&P 500 ETF Trust	$2.15M	0.23%	Not reported	-0.2%	Q4 2017
GEGeneral Electric Co	$1.96M	0.21%	0.00%	-8.1%	Q3 2021
ORCLOracle Corp	$1.94M	0.21%	0.00%	+5.1%	Q4 2023
TSLATesla, Inc.	$1.82M	0.19%	0.00%	-0.3%	Q2 2023
JNJJohnson & Johnson	$1.65M	0.18%	0.00%	+3.6%	Q4 2017
BRK.BBerkshire Hathaway Inc	$1.5M	0.16%	Not reported	+5.6%	Q4 2017
NSCNorfolk Southern Corp	$1.38M	0.15%	0.00%	+0.2%	Q2 2024
GLDSPDR Gold Trust	$1.29M	0.14%	0.00%	+123.1%	Q4 2017
LKFNLakeland Financial Corp	$1.27M	0.14%	0.08%	+0.1%	Q4 2017
COSTCostco Wholesale Corp	$1.24M	0.13%	0.00%	-31.5%	Q4 2023
VVisa Inc.	$1.18M	0.13%	0.00%	+9.5%	Q3 2018
XOMExxonMobil Holdings Corp	$1.18M	0.13%	0.00%	+4.8%	Q4 2017
APHAmphenol Corp	$1.15M	0.12%	0.00%	+0.9%	Q1 2025
BKNGBooking Holdings Inc.	$1.07M	0.11%	0.00%	-0.5%	Q1 2023
PEPPepsico Inc	$1.06M	0.11%	0.00%	-0.9%	Q4 2017
RBLXRoblox Corp	$1.04M	0.11%	0.00%	-3.3%	Q4 2024
TRGPTarga Resources Corp.	$1.04M	0.11%	0.00%	-0.5%	Q3 2023
GOOGAlphabet Inc.	$1.02M	0.11%	Not reported	+8.4%	Q1 2022
ABBVAbbVie Inc.	$1.02M	0.11%	0.00%	-43.2%	Q1 2022
GEVGE Vernova Inc.	$1.01M	0.11%	0.00%	-1.4%	Q2 2024
UNHUnitedhealth Group Inc	$1M	0.11%	0.00%	-12.6%	Q3 2023
HDHome Depot, Inc.	$962K	0.10%	0.00%	+10.0%	Q3 2023
LRCXLam Research Corp	$959K	0.10%	0.00%	-21.3%	Q2 2024
RPMRPM International Inc	$929K	0.10%	0.01%	+0.5%	Q4 2021
VEEVVeeva Systems Inc	$917K	0.10%	0.00%	-12.4%	Q4 2024
JBLJabil Inc	$873K	0.09%	0.00%	-0.8%	Q3 2023
INTUIntuit Inc.	$865K	0.09%	0.00%	-28.9%	Q4 2024
NOWServiceNow, Inc.	$836K	0.09%	0.00%	-32.7%	Q3 2024
CPRTCopart Inc	$796K	0.09%	0.00%	+67.8%	Q4 2024
NFLXNetflix Inc	$796K	0.09%	0.00%	-2.2%	Q4 2023
AAgilent Technologies, Inc.	$774K	0.08%	0.00%	-34.1%	Q4 2024
CVXChevron Corp	$769K	0.08%	0.00%	+21.0%	Q4 2017
SNOWSnowflake Inc.	$750K	0.08%	0.00%	+5.3%	Q2 2024
MRKMerck & Co., Inc.	$749K	0.08%	0.00%	+10.2%	Q3 2018
HOODRobinhood Markets, Inc.	$748K	0.08%	0.00%	-6.4%	Q4 2024
IBMInternational Business Machines Corp	$738K	0.08%	0.00%	-0.3%	Q2 2024
XELXcel Energy Inc	$737K	0.08%	0.00%	+0.1%	Q2 2024
TPRTapestry, Inc.	$737K	0.08%	0.00%	-24.4%	Q3 2024

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