SYM FINANCIAL Corp reported 355 positions worth $272.81M for the quarter ended Sep 30, 2026, up 11.1% on the prior quarter. It opened 60 new positions, added to 208, trimmed 85 and exited 28. Its largest holding is Apple Inc. at 6.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| STOK Stoke Therapeutics, Inc. | +60.1K | – | $1.56M | 0.573% |
| MSFT Microsoft Corp | +2,224 | +12.2% | $1.14M | 3.85% |
| AMZN Amazon Com Inc | +3,421 | +14.1% | $852.33K | 2.53% |
| META Meta Platforms, Inc. | +1,169 | +30.1% | $847.73K | 1.34% |
| NVDA Nvidia Corp | +2,886 | +5.1% | $659.10K | 4.97% |
| ORCL Oracle Corp | +4,756 | +68.1% | $653.02K | 0.591% |
| AAPL Apple Inc. | +1,890 | +4.0% | $629.41K | 6.07% |
| DIS Walt Disney Co | +5,289 | +156.9% | $554.84K | 0.333% |
| COF Capital One Financial Corp | +2,820 | +112.3% | $544.45K | 0.377% |
| PG PROCTER & GAMBLE Co | +3,390 | +83.6% | $492.49K | 0.396% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| LKFN Lakeland Financial Corp | -7,987 | -26.0% | $460.52K | 0.48% |
| DKNG DraftKings Inc. | -14.7K | -100.0% | $371.85K | Exited |
| AMKR Amkor Technology, Inc. | -4,160 | -100.0% | $358.72K | Exited |
| BA Boeing Co | -1,441 | -100.0% | $311.93K | Exited |
| EIX Edison International | -5,762 | -46.8% | $309.57K | 0.129% |
| CRS Carpenter Technology Corp | -479 | -100.0% | $295.47K | Exited |
| BURL Burlington Stores, Inc. | -904 | -100.0% | $286.39K | Exited |
| PCG PG&E Corp | -22.9K | -48.5% | $280.22K | 0.109% |
| EFX Equifax Inc | -1,713 | -100.0% | $271.89K | Exited |
| FIS Fidelity National Information Services, Inc. | -6,727 | -100.0% | $261.55K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| STOK Stoke Therapeutics, Inc. | +60.1K | $1.56M | 0.573% |
| NXPI NXP Semiconductors N.V. | +1,732 | $411.47K | 0.151% |
| ATO Atmos Energy Corp | +2,387 | $373.34K | 0.137% |
| TEL TE Connectivity plc | +1,701 | $359.05K | 0.132% |
| ZS Zscaler, Inc. | +1,715 | $342.01K | 0.125% |
| PODD Insulet Corp | +2,479 | $323.43K | 0.119% |
| FIVE Five Below, Inc | +1,462 | $321.01K | 0.118% |
| W Wayfair Inc. | +3,037 | $311.42K | 0.114% |
| CBRE Cbre Group, Inc. | +2,419 | $310.80K | 0.114% |
| NTAP NetApp, Inc. | +1,410 | $296.15K | 0.109% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| DKNG DraftKings Inc. | -14.7K | $371.85K | 0.151% |
| AMKR Amkor Technology, Inc. | -4,160 | $358.72K | 0.146% |
| BA Boeing Co | -1,441 | $311.93K | 0.127% |
| CRS Carpenter Technology Corp | -479 | $295.47K | 0.12% |
| BURL Burlington Stores, Inc. | -904 | $286.39K | 0.117% |
| EFX Equifax Inc | -1,713 | $271.89K | 0.111% |
| FIS Fidelity National Information Services, Inc. | -6,727 | $261.55K | 0.107% |
| CUBE CubeSmart | -6,544 | $260.26K | 0.106% |
| ROST Ross Stores, Inc. | -1,192 | $253.72K | 0.103% |
| DOV DOVER Corp | -1,091 | $244.69K | 0.1% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 49.7K | $16.56M | 6.07% | +1,890 | +4.0% | Added | 0% |
| 2 | DOW Dow Inc. | Basic Materials | 554.1K | $15.26M | 5.59% | -85 | 0.0% | Reduced | 0.08% |
| 3 | NVDA Nvidia Corp | Technology | 59.4K | $13.56M | 4.97% | +2,886 | +5.1% | Added | 0% |
| 4 | MSFT Microsoft Corp | Technology | 20.5K | $10.50M | 3.85% | +2,224 | +12.2% | Added | 0% |
| 5 | LLY ELI LILLY & Co | Healthcare | 7,458 | $8.63M | 3.16% | +52 | +0.7% | Added | 0% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 27.7K | $6.89M | 2.53% | +3,421 | +14.1% | Added | 0% |
| 7 | GOOGL Alphabet Inc. | Technology | 15.6K | $5.36M | 1.97% | +161 | +1.0% | Added | 0% |
| 8 | AVGO Broadcom Inc. | Technology | 12.2K | $4.29M | 1.57% | +173 | +1.4% | Added | 0% |
| 9 | MU Micron Technology Inc | Technology | 3,990 | $4.25M | 1.56% | +59 | +1.5% | Added | 0% |
| 10 | JPM Jpmorgan Chase & Co | Financial Services | 12.2K | $4.03M | 1.48% | +404 | +3.4% | Added | 0% |
| 11 | META Meta Platforms, Inc. | Technology | 5,057 | $3.67M | 1.34% | +1,169 | +30.1% | Added | 0% |
| 12 | WMT Walmart Inc. | Consumer Staples | 24.8K | $2.58M | 0.944% | -1,048 | -4.1% | Reduced | 0% |
| 13 | JNJ Johnson & Johnson | Healthcare | 9,006 | $2.38M | 0.874% | +230 | +2.6% | Added | 0% |
| 14 | BRK-B Berkshire Hathaway Inc | Financial Services | 4,610 | $2.30M | 0.841% | +434 | +10.4% | Added | 0% |
| 15 | GE General Electric Co | Industrials | 7,259 | $2.27M | 0.831% | +180 | +2.5% | Added | 0% |
Tip. Select a row to see that position’s full history at Sym Financial.
As of its Q3 2026 13F filing, SYM FINANCIAL Corp’s five largest positions were Apple Inc. (AAPL) at 6.1%, Dow Inc. (DOW) at 5.6%, Nvidia Corp (NVDA) at 5.0%, Microsoft Corp (MSFT) at 3.8%, ELI LILLY & Co (LLY) at 3.2% of the reported portfolio.
SYM FINANCIAL Corp reported a 13F portfolio worth $272.81M across 355 positions for Q3 2026. That is up 11.1% from the previous quarter.
Its largest purchases by value were Stoke Therapeutics, Inc. ($1.56M), Microsoft Corp ($1.14M), Amazon Com Inc ($852.33K). It opened 60 new positions.
Its largest sales by value were Lakeland Financial Corp ($460.52K), DraftKings Inc. ($371.85K), Amkor Technology, Inc. ($358.72K). It exited 28 positions entirely.
From the Form 13F-HR reports SYM FINANCIAL Corp files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.