Symphony Financial, Ltd. Co. Q2 2025 Filing

Filed August 11, 2025

Portfolio Value

$19.9T

Holdings

823

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (823 positions)

#StockSharesValue% PortfolioType
201
AMTAMERICAN TOWER CORP NEW
40,985$9.1B0.05%
202
DTEDTE ENERGY CO
68,190$9.0B0.05%
203
SCHWSCHWAB CHARLES CORP
97,976$8.9B0.04%
204
BDXBECTON DICKINSON & CO
51,121$8.8B0.04%
205
JJACOBS SOLUTIONS INC
66,119$8.7B0.04%
206
ABNBAIRBNB INC
64,973$8.6B0.04%
207
AKXANSYS INC
24,260$8.5B0.04%
208
NUENUCOR CORP
64,762$8.4B0.04%
209
EWBCEAST WEST BANCORP INC
80,784$8.2B0.04%
210
OCOWENS CORNING NEW
58,898$8.1B0.04%
211
CCKCROWN HLDGS INC
78,471$8.1B0.04%
212
ITTITT INC
51,238$8.0B0.04%
213
WCCWESCO INTL INC
43,337$8.0B0.04%
214
MKLMARKEL GROUP INC
4,016$8.0B0.04%
215
AMDADVANCED MICRO DEVICES INC
56,133$8.0B0.04%
216
RGAREINSURANCE GRP OF AMERICA I
39,714$7.9B0.04%
217
CHRDCHORD ENERGY CORPORATION
80,664$7.8B0.04%
218
SFSTIFEL FINL CORP
73,102$7.6B0.04%
219
KMXCARMAX INC
112,039$7.5B0.04%
220
FNDASCHWAB STRATEGIC TR
262,778$7.5B0.04%
221
OKEONEOK INC NEW
92,054$7.5B0.04%
222
FNDFSCHWAB STRATEGIC TR
185,984$7.4B0.04%
223
NDAQNASDAQ INC
82,493$7.4B0.04%
224
PAGPENSKE AUTOMOTIVE GRP INC
42,781$7.4B0.04%
225
ALNYALNYLAM PHARMACEUTICALS INC
22,516$7.3B0.04%
226
GDDYGODADDY INC
39,973$7.2B0.04%
227
KEYSKEYSIGHT TECHNOLOGIES INC
43,920$7.2B0.04%
228
AMGNAMGEN INC
25,198$7.2B0.04%
229
CINFCINCINNATI FINL CORP
48,101$7.2B0.04%
230
VLTOVERALTO CORP
70,443$7.1B0.04%
231
ETRENTERGY CORP NEW
85,116$7.1B0.04%
232
IUSGISHARES TR
46,935$7.1B0.04%
233
UNPUNION PAC CORP
30,581$7.1B0.04%
234
NXSTNEXSTAR MEDIA GROUP INC
40,643$7.0B0.04%
235
WWDWOODWARD INC
28,185$6.9B0.03%
236
MTZMASTEC INC
40,392$6.9B0.03%
237
AXSAXIS CAP HLDGS LTD
65,199$6.8B0.03%
238
STXSEAGATE TECHNOLOGY HLDNGS PL
46,616$6.7B0.03%
239
UHSUNIVERSAL HLTH SVCS INC
36,411$6.6B0.03%
240
PYPLPAYPAL HLDGS INC
88,035$6.5B0.03%
241
HUBSHUBSPOT INC
11,697$6.5B0.03%
242
TROWPRICE T ROWE GROUP INC
66,762$6.5B0.03%
243
LFUSLITTELFUSE INC
28,568$6.5B0.03%
244
VTEBVANGUARD MUN BD FDS
132,002$6.5B0.03%
245
NTAPNETAPP INC
60,734$6.5B0.03%
246
OTISOTIS WORLDWIDE CORP
64,774$6.4B0.03%
247
TAT&T INC
223,738$6.4B0.03%
248
EEFTEURONET WORLDWIDE INC
62,655$6.4B0.03%
249
SOSOUTHERN CO
69,060$6.3B0.03%
250
BACBANK AMERICA CORP
133,115$6.3B0.03%
251
PCTYPAYLOCITY HLDG CORP
34,245$6.2B0.03%
252
AXPAMERICAN EXPRESS CO
19,307$6.2B0.03%
253
LDOSLEIDOS HOLDINGS INC
38,967$6.1B0.03%
254
ELVELEVANCE HEALTH INC
15,856$6.1B0.03%
255
FANGDIAMONDBACK ENERGY INC
43,728$6.0B0.03%
256
ESTCELASTIC N V
70,837$6.0B0.03%
257
ITWILLINOIS TOOL WKS INC
24,067$6.0B0.03%
258
TMUST-MOBILE US INC
24,982$6.0B0.03%
259
ZMZOOM COMMUNICATIONS INC
75,807$5.9B0.03%
260
NBIXNEUROCRINE BIOSCIENCES INC
46,518$5.8B0.03%
261
BJBJS WHSL CLUB HLDGS INC
53,268$5.7B0.03%
262
DALDELTA AIR LINES INC DEL
116,462$5.7B0.03%
263
LOWLOWES COS INC
24,937$5.6B0.03%
264
EIXEDISON INTL
107,469$5.5B0.03%
265
BACVERIZON COMMUNICATIONS INC
126,191$5.5B0.03%
266
EHCENCOMPASS HEALTH CORP
44,644$5.5B0.03%
267
SCHXSCHWAB STRATEGIC TR
223,333$5.5B0.03%
268
DLTRDOLLAR TREE INC
54,968$5.4B0.03%
269
VRTXVERTEX PHARMACEUTICALS INC
12,147$5.4B0.03%
270
HUMHUMANA INC
22,059$5.4B0.03%
271
ANAUTONATION INC
27,016$5.4B0.03%
272
SSNCSS&C TECHNOLOGIES HLDGS INC
64,584$5.3B0.03%
273
SPMDSPDR SERIES TRUST
96,144$5.3B0.03%
274
MORNMORNINGSTAR INC
17,025$5.3B0.03%
275
USFDUS FOODS HLDG CORP
69,309$5.3B0.03%
276
UALUNITED AIRLS HLDGS INC
66,954$5.3B0.03%
277
INCYINCYTE CORP
77,943$5.3B0.03%
278
SKAASKECHERS U S A INC
84,012$5.3B0.03%
279
SPDWSPDR INDEX SHS FDS
129,931$5.3B0.03%
280
PPGPPG INDS INC
46,101$5.2B0.03%
281
KOCOCA COLA CO
74,015$5.2B0.03%
282
WMBWILLIAMS COS INC
83,138$5.2B0.03%
283
LAMRLAMAR ADVERTISING CO NEW
42,748$5.2B0.03%
284
TTCTORO CO
72,503$5.1B0.03%
285
TXTTEXTRON INC
63,760$5.1B0.03%
286
CHTRCHARTER COMMUNICATIONS INC N
12,397$5.1B0.03%
287
WDCWESTERN DIGITAL CORP
78,343$5.0B0.03%
288
OREALTY INCOME CORP
85,002$4.9B0.02%
289
TJXTJX COS INC NEW
39,554$4.9B0.02%
290
CSCOCISCO SYS INC
70,504$4.9B0.02%
291
CDNSCADENCE DESIGN SYSTEM INC
15,814$4.9B0.02%
292
OKTAOKTA INC
48,305$4.8B0.02%
293
TFCTRUIST FINL CORP
111,161$4.8B0.02%
294
FERGFERGUSON ENTERPRISES INC
22,024$4.8B0.02%
295
PCARPACCAR INC
50,387$4.8B0.02%
296
PGRPROGRESSIVE CORP
17,892$4.8B0.02%
297
PNRPENTAIR PLC
46,372$4.8B0.02%
298
DKNGDRAFTKINGS INC NEW
110,391$4.7B0.02%
299
IRMIRON MTN INC DEL
46,326$4.7B0.02%
300
BKBANK NEW YORK MELLON CORP
51,760$4.7B0.02%
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