Symphony Financial, Ltd. Co. Portfolio Holdings
Symphony Financial, Ltd. Co.
- $1.14 Billion
- Q2 2025
Symphony Financial, Ltd. Co. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.14 Billion distributed in 257 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Booking Holdings Inc. with a value of $235M, Spdr Portfolio S&P 1500 Compos with a value of $46.7M, Autozone Inc with a value of $41.4M, Nvidia Corp with a value of $35.5M, and Netflix Inc with a value of $29.7M.
Examining the 13F form we can see an decrease of $18.5B in the current position value, from $19.7B to 1.14B.
Below you can find more details about Symphony Financial, Ltd. Co. portfolio as well as his latest detailed transactions.
Portfolio value
$1.14 Billion
ETFs: $373 Million
Consumer Cyclical: $320 Million
Technology: $152 Million
Communication Services: $74.8 Million
Financial Services: $51.8 Million
Healthcare: $50.2 Million
Consumer Defensive: $45.6 Million
Industrials: $36.9 Million
Other: $38 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 257
- Current Value $1.14 Billion
- Prior Value $19.7 Billion
- Filing
- Period Q2 2025
- Filing Date August 14, 2025
- Form Type 13F-HR/A
- Activity in Q2 2025
- New Purchases 0 stocks
- Additional Purchases 1 stocks
- Sold out of 0 stocks
- Reduced holdings in 197 stocks