Financial Symmetry Inc
Financial Symmetry Inc reported 66 holdings worth US$313M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 6, 2026
Financial Symmetry Inc reported 66 holdings worth US$313M as of Sep 30, 2026. Largest: Apple Inc, Nvidia Corporation and Tempus Ai, Inc. Filed Oct 6, 2026 (Form 13F).
- Holdings
- 66
- Value as reported
- US$313M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 12,520 | US$4.17M | 1.3% |
| Nvidia Corporation | 7,804 | US$1.78M | 0.57% |
| Tempus Ai, Inc. | 14,923 | US$1.22M | 0.39% |
| Cisco Systems, Inc. | 10,107 | US$1.09M | 0.35% |
| Microsoft Corp. | 1,770 | US$908K | 0.29% |
| Amazon.com, Inc. | 3,367 | US$839K | 0.27% |
| Alphabet Inc (google) Class C | 2,105 | US$717K | 0.23% |
| Tesla, Inc. | 1,904 | US$676K | 0.22% |
| Broadcom Inc. | 1,518 | US$533K | 0.17% |
| Eli Lilly And Company | 459 | US$531K | 0.17% |
| Johnson & Johnson | 1,933 | US$512K | 0.16% |
| International Business Machines Corporation | 2,204 | US$485K | 0.15% |
| Abbvie Inc. | 1,771 | US$463K | 0.15% |
| Vertex Pharmaceuticals Incorporated | 760 | US$397K | 0.13% |
| Duke Energy Corporation (holding Company) | 3,266 | US$372K | 0.12% |
| Thermo Fisher Scientific Inc | 532 | US$359K | 0.11% |
| Oracle Corporation | 2,391 | US$328K | 0.10% |
| Crowdstrike Holdings, Inc. | 1,112 | US$294K | 0.09% |
| Biogen Inc. | 1,248 | US$282K | 0.09% |
| Visa Inc. | 743 | US$267K | 0.09% |
| Mastercard Incorporated | 470 | US$259K | 0.08% |
| Walmart Inc. | 2,460 | US$256K | 0.08% |
| Mcdonald's Corporation | 1,007 | US$232K | 0.07% |
| Csx Corporation | 4,895 | US$228K | 0.07% |
| Grifols, S.a. Class A | 10,026 | US$73,290 | 0.02% |
| Abbott Laboratories | 0 | US$0 | 0.00% |
| Caterpillar, Inc. | 0 | US$0 | 0.00% |
| Bank Of America Corporation | 0 | US$0 | 0.00% |
| Marvell Technology, Inc. | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Txo Partners, L.p. | 0 | US$0 | 0.00% |
Source
View original at SEC
Related