SYM FINANCIAL Corp

CIK

764739

Location

WINONA LAKE, IN

Portfolio Value

Small $215,538,020

Diversification

Diversified

Filing Date

Global Rank

#4,002 / 8,605 ▲ 237 · as of Mar 2026

Top Industry

Chemicals 10.9%

3Y Alpha vs SPY

-8.2%

Period ended 3 months ago

Filed May 8, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+43.2%

SPY

+76.5%

Annualised alpha

-8.1%

Max drawdown

−24.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

269 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.7%

+4.1 pts

Top 5

28.8%

+2.1 pts

Top 10

39.2%

+0.9 pts

HHI

249

Diversified+48

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.7%	$59,633,929	48
Financial Services	13.3%	$28,623,777	53
Basic Materials	13.3%	$28,581,253	15
Healthcare	11.2%	$24,046,540	39
Industrials	9.2%	$19,921,996	38
Consumer Cyclical	7.4%	$15,915,452	25
Communication Services	5.4%	$11,715,211	10
Consumer Defensive	4.7%	$10,065,072	13
Energy	3.5%	$7,542,366	14
Unclassified	2.2%	$4,763,549	4
Utilities	2.0%	$4,399,515	9
Real Estate	0.2%	$329,360	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
LKFN	Lakeland Financial Corp	+45,863	65,175	$3,739,741
WIT	Wipro Ltd	+24,839	41,598	$88,187
MPLX	Mplx LP	+12,784	16,609	$947,875
CMCSA	Comcast Corp	+6,597	15,598	$447,818
GAB	Gabelli Equity Trust Inc	+5,390	17,424	$97,574
DOW	Dow Inc.	+3,222	551,771	$22,981,262
MFG	Mizuho Financial Group Inc	+2,387	46,877	$372,203
AAPL	Apple Inc.	+2,251	51,834	$13,154,950
NFLX	Netflix Inc	+2,238	8,913	$856,984
T	At&T Inc.	+2,153	23,247	$673,930
PG	PROCTER & GAMBLE Co	+2,131	5,362	$774,487
BMY	Bristol Myers Squibb Co	+1,900	14,029	$850,858
NOW	ServiceNow, Inc.	+1,599	7,793	$814,758
FTNT	Fortinet, Inc.	+1,548	5,038	$411,705
APH	Amphenol Corp /De/	+1,507	10,918	$1,379,489
MUFG	Mitsubishi Ufj Financial Group Inc	+1,459	22,788	$386,712
BTI	British American Tobacco p.l.c.	+1,412	5,060	$295,858
MSFT	Microsoft Corp	+1,374	21,370	$7,910,532
NVDA	Nvidia Corp	+1,224	64,995	$11,335,128
AMZN	Amazon Com Inc	+1,152	26,721	$5,565,182
ABNB	Airbnb, Inc.	+1,105	4,331	$546,918
EIX	Edison International	+956	12,418	$908,749
CMG	Chipotle Mexican Grill Inc	+953	13,645	$436,776
PTY	Pimco Corporate & Income Opportunity Fund	+881	20,134	$242,816
KO	Coca Cola Co	+831	8,949	$680,571
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CNC	Centene Corp	−4,224	15,535	$508,615
PCG	PG&E Corp	−4,176	44,075	$774,397
HBAN	Huntington Bancshares Inc /Md/	−4,041	14,146	$221,384
RBLX	Roblox Corp	−3,598	4,029	$227,880
ET	Energy Transfer LP	−3,468	11,873	$229,148
INTC	Intel Corp	−2,753	16,379	$722,805
ORCL	Oracle Corp	−2,217	5,534	$814,106
SONY	Sony Group Corp	−2,075	10,388	$215,031
MDT	Medtronic plc	−1,916	3,323	$287,937
HAL	Halliburton Co	−1,802	13,650	$532,213
TPR	Tapestry, Inc.	−1,796	4,235	$597,600
ZM	Zoom Communications, Inc.	−1,739	4,549	$365,694
TRU	TransUnion	−979	3,485	$241,127
ORLY	O Reilly Automotive Inc	−955	3,756	$346,716
KMX	Carmax Inc	−910	6,087	$253,097
CIEN	Ciena Corp	−832	721	$279,913
MMM	3M Co	−793	2,273	$330,107
PGR	Progressive Corp/Oh/	−764	1,121	$222,227
ACN	Accenture plc	−749	1,369	$271,459
VEEV	Veeva Systems Inc	−724	2,159	$379,249
EXEL	Exelixis, Inc.	−646	5,768	$247,389
MNST	Monster Beverage Corp	−563	6,818	$494,032
VZ	Verizon Communications Inc	−558	7,994	$401,298
ROL	Rollins Inc	−540	5,942	$317,362
HWM	Howmet Aerospace Inc.	−536	1,478	$340,619
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
DD	DuPont de Nemours, Inc.	5,120	$703,488
SPGI	S&P Global Inc.	1,083	$435,802
CI	Cigna Group	1,294	$345,174
TXN	Texas Instruments Inc	1,748	$339,356
EQIX	Equinix Inc	336	$329,360
TGT	Target Corp	2,608	$316,089
TMUS	T-Mobile US, Inc.	1,439	$302,233
GLW	Corning Inc /Ny	2,111	$287,032
MOH	Molina Healthcare, Inc.	2,111	$281,396
CHRW	C. H. Robinson Worldwide, Inc.	1,572	$261,062
HON	Honeywell International Inc	1,098	$260,284
BURL	Burlington Stores, Inc.	738	$240,130
TSN	Tyson Foods, Inc.	3,662	$234,624
DELL	Dell Technologies Inc.	1,379	$226,335
OXY	Occidental Petroleum Corp /De/	3,455	$224,575
MPC	Marathon Petroleum Corp	912	$222,692
NET	Cloudflare, Inc.	1,067	$220,164
TW	Tradeweb Markets Inc.	1,870	$220,024
BSX	Boston Scientific Corp	3,456	$216,864
BIIB	Biogen Inc.	1,150	$210,829
TXRH	Texas Roadhouse, Inc.	1,274	$210,388
LULU	lululemon athletica inc.	1,373	$210,206
IFF	International Flavors & Fragrances Inc	2,885	$209,306
CTVA	Corteva, Inc.	2,453	$205,340
MSCI	MSCI Inc.	379	$204,284
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
TEAM	Atlassian Corp	4,840	$784,757
HOOD	Robinhood Markets, Inc.	3,518	$397,885
TFX	Teleflex Inc	2,794	$340,979
PYPL	PayPal Holdings, Inc.	5,743	$335,276
LVS	Las Vegas Sands Corp	5,057	$329,160
AMT	American Tower Corp /Ma/	1,713	$300,751
ALNY	Alnylam Pharmaceuticals, Inc.	729	$289,886
TYL	Tyler Technologies Inc	635	$288,258
DASH	DoorDash, Inc.	1,257	$284,685
ADSK	Autodesk, Inc.	948	$280,617
BBY	Best Buy Co Inc	4,192	$280,570
ZS	Zscaler, Inc.	1,244	$279,800
DKNG	DraftKings Inc.	7,903	$272,337
SAP	Sap SE	1,103	$267,929
UTHR	UNITED THERAPEUTICS Corp	526	$256,293
ELV	Elevance Health, Inc.	725	$254,148
AXTA	Axalta Coating Systems Ltd.	7,760	$250,725
CTAS	Cintas Corp	1,295	$243,550
ETSY	Etsy Inc	4,386	$243,159
LOW	Lowes Companies Inc	995	$239,954
UL	Unilever PLC	3,606	$235,832
MEDP	Medpace Holdings, Inc.	412	$231,399
AMP	Ameriprise Financial Inc	467	$228,988
WM	Waste Management Inc	1,031	$226,521
HAE	Haemonetics Corp	2,658	$213,038
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

269 positions · $215,538,020 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 269 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DOW	Dow Inc. Basic Materials	Added	551,771	+3,222	$22,981,262	+79.2%	10.66%
AAPL	Apple Inc. Technology	Added	51,834	+2,251	$13,154,950	−2.4%	6.10%
NVDA	Nvidia Corp Technology	Added	64,995	+1,224	$11,335,128	−4.7%	5.26%
MSFT	Microsoft Corp Technology	Added	21,370	+1,374	$7,910,532	−18.2%	3.67%
LLY	ELI LILLY & Co Healthcare	Added	7,380	+829	$6,787,902	−3.6%	3.15%
AMZN	Amazon Com Inc Consumer Cyclical	Added	26,721	+1,152	$5,565,182	−5.7%	2.58%
GOOGL	Alphabet Inc. Communication Services	Added	18,162	+119	$5,222,664	−7.5%	2.42%
AVGO	Broadcom Inc. Technology	Added	14,418	+467	$4,462,515	−7.6%	2.07%
LKFN	Lakeland Financial Corp Financial Services	Added	65,175	+45,863	$3,739,741	+239.4%	1.74%
WMT	Walmart Inc. Consumer Defensive	Reduced	26,148	-214	$3,249,673	+10.6%	1.51%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	11,029	-91	$3,244,290	−9.5%	1.51%
META	Meta Platforms, Inc. Communication Services	Reduced	5,369	-6	$3,071,765	−13.4%	1.43%
SPY	Spdr S&P 500 ETF Trust	Added	3,397	+8	$2,209,204	−4.4%	1.02%
JNJ	Johnson & Johnson Healthcare	Added	8,803	+192	$2,151,805	+20.7%	1.00%
MA	Mastercard Inc Financial Services	Added	4,093	+130	$2,045,108	−9.6%	0.95%
GE	General Electric Co Industrials	Added	6,861	+150	$1,946,945	−5.8%	0.90%
TSLA	Tesla, Inc. Consumer Cyclical	Added	4,797	+207	$1,783,284	−13.6%	0.83%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,530	+259	$1,691,576	+2.9%	0.78%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,637	+588	$1,631,155	+80.3%	0.76%
GLD	Spdr Gold Trust	Reduced	3,740	-35	$1,609,284	+7.6%	0.75%
TRGP	Targa Resources Corp. Energy	Added	6,118	+3	$1,533,966	+36.0%	0.71%
CSCO	Cisco Systems, Inc. Technology	Added	19,532	+339	$1,515,487	+2.5%	0.70%
GEV	GE Vernova Inc. Industrials	Added	1,664	+2	$1,452,505	+33.7%	0.67%
APH	Amphenol Corp /De/ Technology	Added	10,918	+1,507	$1,379,489	+8.5%	0.64%
MU	Micron Technology Inc Technology	Added	4,018	+256	$1,357,441	+26.4%	0.63%
NSC	Norfolk Southern Corp Industrials	Held	4,580	0	$1,314,460	−0.6%	0.61%
PEP	Pepsico Inc Consumer Defensive	Reduced	7,857	-139	$1,220,113	+6.3%	0.57%
FIX	Comfort Systems USA Inc Industrials	Reduced	879	-89	$1,212,132	+34.2%	0.56%
CB	Chubb Ltd Financial Services	Added	3,415	+216	$1,113,050	+11.5%	0.52%
LRCX	Lam Research Corp Technology	Added	5,073	+70	$1,083,897	+26.6%	0.50%
JBL	Jabil Inc Technology	Held	3,942	0	$1,047,113	+16.5%	0.49%
V	Visa Inc. Financial Services	Added	3,394	+392	$1,025,802	−2.6%	0.48%
AMAT	Applied Materials Inc /De Technology	Added	2,964	+267	$1,013,065	+46.2%	0.47%
MRK	Merck & Co., Inc. Healthcare	Added	8,336	+39	$1,002,737	+14.8%	0.47%
MPLX	Mplx LP Energy	Added	16,609	+12,784	$947,875	+364.3%	0.44%
EIX	Edison International Utilities	Added	12,418	+956	$908,749	+32.1%	0.42%
WDC	Western Digital Corp Technology	Reduced	3,285	-514	$888,559	+35.8%	0.41%
CMI	Cummins Inc Industrials	Added	1,633	+18	$878,586	+6.6%	0.41%
CVX	Chevron Corp Energy	Added	4,178	+274	$864,428	+45.3%	0.40%
NFLX	Netflix Inc Communication Services	Added	8,913	+2,238	$856,984	+36.9%	0.40%
BMY	Bristol Myers Squibb Co Healthcare	Added	14,029	+1,900	$850,858	+30.1%	0.39%
ABBV	AbbVie Inc. Healthcare	Added	3,845	+100	$836,249	−2.3%	0.39%
NOW	ServiceNow, Inc. Technology	Added	7,793	+1,599	$814,758	−14.1%	0.38%
ORCL	Oracle Corp Technology	Reduced	5,534	-2,217	$814,106	−46.1%	0.38%
GM	General Motors Co Consumer Cyclical	Added	10,888	+152	$811,156	−7.1%	0.38%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	5,362	+2,131	$774,487	+67.3%	0.36%
PCG	PG&E Corp Utilities	Reduced	44,075	-4,176	$774,397	−0.1%	0.36%
CAT	Caterpillar Inc Industrials	Added	1,075	+28	$761,594	+27.0%	0.35%
JBHT	Hunt J B Transport Services Inc Industrials	Added	3,576	+26	$757,754	+9.8%	0.35%
UNH	Unitedhealth Group Inc Healthcare	Added	2,783	+89	$753,051	−15.3%	0.35%