SYM FINANCIAL Corp

CIK 0000764739 · Q1 2026

13F Equity AUM

$1.0B

+2.8% QoQ

Positions

412

-2 QoQ

AUM Rank

#2,792

Top 22%

Skill Alpha (FF)

-3.4%/yr^ns

No Clear Edge

Rank #6,595 · Top 80%

vs S&P -7.6%/yr (unadj.)

Quarters Tracked

~8 years

Portfolio Concentration

Top 5: 63.9%Top 10: 73.3%Top 20: 80.6%

DFAI25.4%

NTSI10.7%

VOE10.4%

VTI8.9%

GOVT8.5%

SCHB3.0%

DOW2.3%

VXUS1.6%

AAPL1.3%

VIOV1.2%

Others (402)26.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services81.2%

Technology6.0%

Basic Materials2.8%

Healthcare2.4%

Other7.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 412Median: 0.03%Avg: 0.24%

0–0.5%

391(18.9%)

0.5–1%

10(6.6%)

1–3%

6(10.5%)

3–5%

0(0.0%)

5%+

5(63.9%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 409Unique: 3vs 20 funds

5.6%Low

412

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BANK OF AMERICA CORP /DE/

8.5%

7.7%

8.3%

12.5%

8.7%

7.7%

VANGUARD CAPITAL MANAGEMENT LLC

GEODE CAPITAL MANAGEMENT, LLC

6.8%

VANGUARD PORTFOLIO MANAGEMENT LLC

8.2%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New55Increased176Decreased108Exited56

New Positions

SPGI0.1%

+1K

GLW0.0%

+2K

EQIX0.0%

+336

TXN0.0%

+2K

CI0.0%

+1K

DYH0.0%

+3K

TMUS0.0%

+1K

MOH0.0%

+2K

CHRW0.0%

+2K

BIIB0.0%

+1K

Increased

GOVT8.5%

+170K(+5%)

LKFN0.4%

+46K(+237%)

WIT0.0%

+25K(+148%)

VTI8.9%

+21K(+8%)

SCHR0.4%

+19K(+12%)

MPLX0.1%

+13K(+334%)

SPDW0.5%

+11K(+10%)

VOE10.4%

+8K(+1%)

CMCSA0.0%

+7K(+73%)

JPIB0.2%

+6K(+13%)

Decreased

DFAI25.4%

-90,064(-1%)

CNC0.1%

-4,224(-21%)

PCG0.1%

-4,176(-9%)

HBAN0.0%

-4,041(-22%)

VIOV1.2%

-3,784(-3%)

RBLX0.0%

-3,598(-47%)

ET0.0%

-3,468(-23%)

SCHD0.1%

-2,884(-7%)

INTC0.1%

-2,753(-14%)

VEA0.6%

-2,414(-3%)

Exited

-4,840

-3,518

-2,794

-725

-948

-5,057

-526

-1,103

-1,257

-5,743

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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