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Portfolio (Quarterly) Guide ↗

Symphony Financial, Ltd. Co.

· CIK 0001800687
13F Portfolio $914M AUM 371 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 371 New
Page 12 of 19  ·  371 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ANET ARISTA NETWORKS INC Technology 2,460.0 $413K 0.04% NEW $167.71 +15.2%
222 AMT AMERICAN TOWER CORP Real Estate 2,450.0 $410K 0.04% NEW $167.20 +3.1%
223 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 4,947.0 $407K 0.04% NEW $82.21 -8.0%
224 IRM IRON MTN INC DEL Real Estate 3,103.0 $401K 0.04% NEW $129.25 -2.0%
225 JBHT HUNT J B TRANS SVCS INC Industrials 1,381.0 $400K 0.04% NEW $289.43 -5.3%
226 EFA ISHARES TR 3,788.0 $393K 0.04% NEW $103.78 +3.4%
227 TX TERNIUM SA Basic Materials 8,897.0 $387K 0.04% NEW $43.52 +23.4%
228 TECHNIPFMC PLC 5,796.0 $384K 0.04% NEW $66.28
229 FFIN FIRST FINL BANKSHARES INC Financial Services 11,101.0 $384K 0.04% NEW $34.60 +0.1%
230 IOO ISHARES TR 2,808.0 $380K 0.04% NEW $135.39 +6.2%
231 GM GENERAL MTRS CO Consumer Cyclical 4,904.0 $378K 0.04% NEW $77.13 +8.5%
232 CB CHUBB LIMITED Financial Services 1,093.0 $373K 0.04% NEW $341.11 +1.2%
233 HYG ISHARES TR 4,646.0 $372K 0.04% NEW $80.01 -0.6%
234 BND VANGUARD BD INDEX FDS 5,019.0 $370K 0.04% NEW $73.65 -1.9%
235 VRTX VERTEX PHARMACEUTICALS INC Healthcare 738.0 $368K 0.04% NEW $499.03 +5.8%
236 MGK VANGUARD WORLD FD 4,184.0 $368K 0.04% NEW $87.91 +1.5%
237 EME EMCOR GROUP INC Industrials 439.0 $363K 0.04% NEW $827.18 -0.3%
238 UPS UNITED PARCEL SVCS INC Industrials 3,366.0 $362K 0.04% NEW $107.53 -5.2%
239 AGNC AGNC INVT CORP Real Estate 32,994.0 $359K 0.04% NEW $10.88 +0.3%
240 JCI JOHNSON CONTROLS INTERNATION Industrials 2,502.0 $357K 0.04% NEW $142.87 +4.8%
Page 12 of 19  ·  371 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.0%
Financial Services 17.2%
Healthcare 9.9%
Communication Services 9.5%
Consumer Cyclical 8.9%
Industrials 7.6%
Consumer Defensive 6.0%
Energy 4.4%
Utilities 3.2%
Real Estate 1.6%