Financial Symmetry Inc
Financial Symmetry Inc reported 68 holdings worth US$300M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 14, 2026
Financial Symmetry Inc reported 68 holdings worth US$300M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Cisco Systems, Inc. Filed Jul 14, 2026 (Form 13F).
- Holdings
- 68
- Value as reported
- US$300M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 12,525 | US$3.62M | 1.2% |
| Nvidia Corporation | 7,825 | US$1.57M | 0.52% |
| Cisco Systems, Inc. | 9,333 | US$1.1M | 0.37% |
| Amazon.com, Inc. | 3,833 | US$914K | 0.30% |
| Tempus Ai, Inc. | 14,187 | US$822K | 0.27% |
| Tesla, Inc. | 1,950 | US$820K | 0.27% |
| Microsoft Corp. | 2,193 | US$818K | 0.27% |
| Alphabet Inc (google) Class C | 2,052 | US$733K | 0.24% |
| International Business Machines Corporation | 2,105 | US$592K | 0.20% |
| Abbvie Inc. | 2,239 | US$563K | 0.19% |
| Johnson & Johnson | 1,972 | US$501K | 0.17% |
| Broadcom Inc. | 1,091 | US$412K | 0.14% |
| Eli Lilly And Company | 342 | US$410K | 0.14% |
| Vertex Pharmaceuticals Incorporated | 760 | US$378K | 0.13% |
| Duke Energy Corporation (holding Company) | 2,940 | US$372K | 0.12% |
| Walmart Inc. | 2,639 | US$299K | 0.10% |
| Visa Inc. | 851 | US$292K | 0.10% |
| Biogen Inc. | 1,248 | US$270K | 0.09% |
| Abbott Laboratories | 2,969 | US$269K | 0.09% |
| Mcdonald's Corporation | 966 | US$261K | 0.09% |
| Thermo Fisher Scientific Inc | 498 | US$250K | 0.08% |
| Mastercard Incorporated | 470 | US$241K | 0.08% |
| Caterpillar, Inc. | 223 | US$237K | 0.08% |
| Csx Corporation | 4,895 | US$233K | 0.08% |
| Bank Of America Corporation | 4,011 | US$229K | 0.08% |
| Oracle Corporation | 1,462 | US$214K | 0.07% |
| Marvell Technology, Inc. | 700 | US$209K | 0.07% |
| Exxon Mobil Corporation | 1,508 | US$206K | 0.07% |
| Txo Partners, L.p. | 12,568 | US$157K | 0.05% |
Source
View original at SEC
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