SYM FINANCIAL Corp
SEC Form 13F institutional filer · CIK 0000764739
13F-HR · 219 reported holdings · 2026-03-31
Reported long-US-equity value
$0.44B
Top-10 concentration
69.1%
SYM FINANCIAL Corp — $444M AUM allocation strategy
SYM FINANCIAL Corp files SEC Form 13F and reports $444M of long US equity value across 219 reported holdings for 2026-03-31.
Its largest sector bet is Financials 11.0%, followed by Information Technology 8.3% and Materials 5.2%.
The top 10 holdings account for 69% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
SYM FINANCIAL Corp — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$444M
total across 219 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
69% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +173K sh · +$4.06M+$VTI +21K sh · +$3.05M+$SCHW +14.7K sh · −$972K
Biggest trims (shares)
−$CNC −4.22K sh · −$304K−$PCG −4.18K sh · −$996−$HBAN −4.04K sh · −$94.2K
Exited to nil (held last quarter, gone now)
$HOOD ($398K last qtr)$PYPL ($335K last qtr)$LVS ($329K last qtr)$AMT ($301K last qtr)$TYL ($288K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage8.4%—
- Commodity Chemicals5.2%—
- Semiconductors3.5%—
- Technology Hardware, Storage & Peripherals3.0%—
- Pharmaceuticals2.0%—
- Interactive Media & Services1.8%—
- Systems Software1.8%—
- Financial Exchanges & Data1.5%—
- Other holdings72.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 1.46M | $37.4M | +14.7K | 8.4% |
| $DOW | Dow Inc | 552K | $23M | +3.22K | 5.2% |
| $AAPL | Apple Inc | 51.8K | $13.2M | +2.25K | 3.0% |
| $NVDA | NVIDIA Corporation | 65K | $11.3M | +1.22K | 2.6% |
| $MSFT | Microsoft Corporation | 21.4K | $7.91M | +1.37K | 1.8% |
| $LLY | Eli Lilly and Company | 7.38K | $6.79M | +829 | 1.5% |
| $SPGI | S&P Global Inc | 116K | $6.3M | +12.1K | 1.4% |
…and 212 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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