Symphony Financial, Ltd. Co.
•CIK: 1800687•Filing: Q4 2025
**Symphony Financial, Ltd. Co.** manages $744M across a diversified portfolio of 286 positions. The fund maintains significant exposure to technology and growth sectors, highlighted by top holdings including SPTM at $49.2M and NVDA at $33.6M. Further concentration is evident in large-cap names such as SPYG ($30.0M), MSFT ($21.2M), and AAPL ($20.3M). This allocation suggests a conviction in established, high-growth market leaders.
Total AUM
$744.5M
QoQ Performance
-9.4%
Positions
220
Top 10 Concentration
33.3%
Latest Filing
Q4 2025
Top Holdings Allocation
SPTM
SPTM6.6%
NVDA4.5%
SPYG4.0%
MSFT2.8%
AAPL2.7%
AVDE2.5%
AMZN2.4%
PULS2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other56.9%
Technology17.9%
Consumer6.1%
Financial4.6%
Healthcare4.5%
ETF3.9%
Industrial1.5%
Energy1.3%
🚪 Exited Positionssold since Q3 2025
+80 more exited positions
Changes from Q3 2025
NEW15 new positions
↑85 increased
↓100 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023