Symphony Financial Services, Inc.
•CIK: 2031979•Filing: Q4 2025
**Symphony Financial Services, Inc.** manages $195M across a diversified portfolio of 102 positions. The fund exhibits notable concentration in income-generating and technology-adjacent assets, with PYLD representing the largest holding at $20.1M. Further significant allocations include BUFR ($16.0M), USMC ($15.7M), and PAVE ($9.8M). This structure suggests a tactical approach balancing yield capture with exposure to high-growth sectors.
Total AUM
$195.1M
QoQ Performance
+5.0%
Positions
83
Top 10 Concentration
54.8%
Latest Filing
Q4 2025
Top Holdings Allocation
PYLD
BUFR
USMC
PAVE
PYLD10.3%
BUFR8.2%
USMC8.0%
PAVE5.0%
KNG4.8%
AIRR4.3%
AAPL4.0%
JMBS4.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other79.3%
Technology10.3%
Financial3.3%
Consumer3.0%
Healthcare1.0%
Industrial1.0%
Communication0.6%
Energy0.5%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW9 new positions
↑51 increased
↓36 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024