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Home > Institutional Investor > Symphony Financial, Ltd. Co. > Profile

Instuitional Investor - Symphony Financial, Ltd. Co.

Fund Profile
Filing Period:
Fund Name: Symphony Financial, Ltd. Co.
Portfolio Value $1,121,790,355
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 267,540 $61,544,831 5.49%
2.
Spdr Series Trust
 KRE 493,328 $45,713,978 4.08%
3.
Spdr Series Trust
 KRE 313,990 $38,857,222 3.46%
4.
Microsoft Corp
 MSFT 70,268 $36,231,315 3.23%
5.
Apple Inc.
 AAPL 108,175 $36,141,894 3.22%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.