SYM FINANCIAL Corp
•CIK: 764739•Filing: Q4 2025
**SYM FINANCIAL Corp** manages $973M across a diversified portfolio of 414 positions. The fund exhibits significant concentration in technology and financial sectors, highlighted by a $251.9M stake in DFAI and a $107.4M position in NTSI. Further notable allocations include $99.2M in VOE and $85.7M in VTI, suggesting a core focus on established market leaders and broad indices. This structure indicates a tactical, large-cap tilt within its current mandate.
Total AUM
$973.3M
+ $28.4K in options
QoQ Performance
+4.1%
Positions
296
+ 1 option
Top 10 Concentration
76.0%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAI
NTSI
VOE
VTI
GOVT
DFAI25.9%
NTSI11.0%
VOE10.2%
VTI8.8%
GOVT8.4%
SCHB3.2%
VXUS1.6%
AAPL1.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other87.6%
Technology6.3%
Consumer1.6%
Healthcare1.5%
Financial1.4%
Industrial0.6%
ETF0.3%
Consumer Staples0.2%
🚪 Exited Positionssold since Q3 2025
+206 more exited positions
Changes from Q3 2025
NEW5 new positions
↑128 increased
↓63 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023