Financial Symmetry Inc
Top Portfolio Positions
25 positions ·
$12,284,381 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
12,015 | $3,049,286 | 24.82% |
| NVDA |
Nvidia Corp
Technology
|
6,051 | $1,055,294 | 8.59% |
| CSCO |
Cisco Systems, Inc.
Technology
|
9,564 | $742,070 | 6.04% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
1,908 | $709,299 | 5.77% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
3,376 | $703,119 | 5.72% |
| MSFT |
Microsoft Corp
Technology
|
1,803 | $667,416 | 5.43% |
| TEM |
Tempus AI, Inc.
Healthcare
|
14,169 | $640,722 | 5.22% |
| IBM |
International Business Machines Corp
Technology
|
2,156 | $522,592 | 4.25% |
| JNJ |
Johnson & Johnson
Healthcare
|
1,832 | $447,814 | 3.65% |
| DUK |
Duke Energy CORP
Utilities
|
2,939 | $384,832 | 3.13% |
Portfolio Trend
Holdings in TXO
Shares Held
Position Value (USD)
9 of 9 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $158,105 | 12,568 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $134,100 | 12,568 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $176,580 | 12,568 | Shares | Sole | 2025-12-17 | |
| 2025-06-30 | $189,022 | 12,568 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $240,802 | 12,568 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $211,645 | 12,568 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $248,595 | 12,568 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $253,370 | 12,568 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $225,595 | 12,568 | Shares | Sole | 2024-04-30 | |
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