SYM FINANCIAL Corp

Q1 2026 13F-HR Holdings

Location
Winona Lake, IN
Holdings as of
3/31/2026
Date filed
5/8/2026
Form type
13F-HR
Num holdings
415
Total value ($000)
$1,000,860
Net value change ($000)
+27,498 (2.8%)
New positions
54
Sold out positions
56
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DOW 10,156 79.2%
VOE 5,351 5.4%
GOVT 3,476 4.2%
VTI 3,050 3.6%
LKFN 2,638 239.4%
DFAI 2,109 0.8%
URTH 937 278.9%
MPLX 744 364.7%
COST 726 80.2%
XOM 724 52.7%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -1,759 -18.2%
SCHB -1,353 -4.3%
TEAM -785 -100.0%
ORCL -697 -46.1%
NVDA -558 -4.7%
META -476 -13.4%
GOOGL -422 -7.5%
HOOD -398 -100.0%
RBLX -390 -63.1%
AVGO -365 -7.6%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 29 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type