Sym Financial Corp Portfolio Holdings
Sym Financial Corp
- $886 Million
- Q2 2025
Sym Financial Corp has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $886 Million distributed in 420 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $229M, Wisdomtree Tr Intl Efficient C with a value of $97.9M, Vanguard Mid Cap Value Index F with a value of $86.9M, Vanguard Total Stock Market Et with a value of $78.6M, and Ishares U.S. Treasury Bond ETF with a value of $75.5M.
Examining the 13F form we can see an increase of $80.1M in the current position value, from $806M to 886M.
Below you can find more details about Sym Financial Corp portfolio as well as his latest detailed transactions.
Portfolio value
$886 Million
ETFs: $697 Million
Technology: $64.1 Million
Financial Services: $22.9 Million
Healthcare: $22.8 Million
Consumer Cyclical: $19.3 Million
Basic Materials: $17.8 Million
Communication Services: $13.2 Million
Industrials: $11.6 Million
Other: $18.2 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 420
- Current Value $886 Million
- Prior Value $806 Million
- Filing
- Period Q2 2025
- Filing Date August 01, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 100 stocks
- Additional Purchases 158 stocks
- Sold out of 0 stocks
- Reduced holdings in 104 stocks