SYM FINANCIAL Corp

Q3 2026 13F-HR Holdings

Location
Winona Lake, IN
Holdings as of
9/30/2026
Date filed
10/26/2026
Form type
13F-HR
Num holdings
524
Total value ($000)
$1,313,510
Net value change ($000)
+69,439 (5.6%)
New positions
79
Sold out positions
84
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
DFAU 37,399 23.8%
MSFT 3,691 54.2%
DFAI 3,101 1.1%
AAPL 2,718 19.6%
NVDA 2,257 20.0%
EXXONMOBIL HOLDINGS CORP 2,199 NEW
STOK 1,562 NEW
TURF 1,512 NEW
META 1,477 67.4%
AMZN 1,115 19.3%
Top Reduces (Value $000, Stocks/ETFs)
XOM -1,732 -100.0%
VIOV -1,102 -8.2%
KLAC -650 -32.7%
LRCX -613 -28.0%
VOE -588 -0.5%
LKFN -585 -30.9%
EIX -565 -61.7%
AMAT -529 -23.8%
WDC -497 -37.8%
PCG -495 -62.4%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 34 (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