Symphony Financial, Ltd. Co.
Top Portfolio Positions
210 positions ·
$384,477,260 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
183,023 | $31,919,211 | 8.30% | |
| AAPL |
Apple Inc.
Technology
|
77,587 | $19,690,804 | 5.12% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
83,383 | $17,366,177 | 4.52% | |
| GLD |
Spdr Gold Trust
|
40,140 | $17,271,840 | 4.49% | |
| MSFT |
Microsoft Corp
Technology
|
45,978 | $17,019,676 | 4.43% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
44,209 | $12,712,740 | 3.31% | |
| XOM |
Exxon Mobil Corp
Energy
|
73,656 | $12,496,476 | 3.25% | |
| SPY |
Spdr S&P 500 ETF Trust
|
18,656 | $12,132,743 | 3.16% | |
| AVGO |
Broadcom Inc.
Technology
|
33,977 | $10,516,221 | 2.74% | |
| JNJ |
Johnson & Johnson
Healthcare
|
41,665 | $10,184,592 | 2.65% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CSWC
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $906,234 | 40,969 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $873,618 | 39,441 | Shares | Sole | 2026-02-11 | |
| No 13F history on record for this holder in this stock. | ||||||