Symphony Financial Services, Inc.
Symphony Financial Services, Inc. reported 105 holdings worth US$223M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 22, 2026
Symphony Financial Services, Inc. reported 105 holdings worth US$223M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Visa Inc. Filed Jul 22, 2026 (Form 13F).
- Holdings
- 105
- Value as reported
- US$223M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 27,881 | US$8.07M | 3.6% |
| Nvidia Corporation | 28,589 | US$5.72M | 2.6% |
| Visa Inc. | 10,435 | US$3.58M | 1.6% |
| Microsoft Corp. | 8,923 | US$3.33M | 1.5% |
| Amazon.com, Inc. | 12,144 | US$2.89M | 1.3% |
| Jp Morgan Chase & Co. | 6,769 | US$2.22M | 1.00% |
| Broadcom Inc. | 3,899 | US$1.47M | 0.66% |
| Eli Lilly And Company | 1,065 | US$1.28M | 0.57% |
| Plains All American Pipeline, L.p. | 50,599 | US$1.13M | 0.51% |
| Exxon Mobil Corporation | 8,177 | US$1.12M | 0.50% |
| Dell Technologies Inc. | 2,115 | US$913K | 0.41% |
| Parsons Corporation | 16,507 | US$865K | 0.39% |
| Lockheed Martin Corporation | 1,568 | US$799K | 0.36% |
| Costco Wholesale Corporation | 853 | US$798K | 0.36% |
| Meta Platforms, Inc. | 1,173 | US$661K | 0.30% |
| Progressive Corporation (the) | 2,996 | US$655K | 0.29% |
| Altria Group, Inc. | 9,020 | US$649K | 0.29% |
| Walmart Inc. | 5,429 | US$615K | 0.28% |
| Edwards Lifesciences Corporation | 6,670 | US$603K | 0.27% |
| Pfizer, Inc. | 25,029 | US$603K | 0.27% |
| Energy Transfer Lp | 26,941 | US$515K | 0.23% |
| Netflix, Inc. | 6,926 | US$495K | 0.22% |
| Ge Vernova Inc. | 407 | US$478K | 0.21% |
| Mastercard Incorporated | 903 | US$464K | 0.21% |
| Alphabet Inc (google) Class C | 1,275 | US$456K | 0.20% |
| Sherwin-williams Company (the) | 1,203 | US$414K | 0.19% |
| Advanced Micro Devices Inc | 701 | US$407K | 0.18% |
| Procter & Gamble Company (the) | 2,739 | US$402K | 0.18% |
| Advanced Energy Industries, Inc. | 1,075 | US$401K | 0.18% |
| Tesla, Inc. | 915 | US$385K | 0.17% |
| Intel Corporation | 2,500 | US$349K | 0.16% |
| Rtx Corporation | 1,698 | US$322K | 0.14% |
| Home Depot, Inc. (the) | 895 | US$316K | 0.14% |
| Mcdonald's Corporation | 1,156 | US$312K | 0.14% |
| Caterpillar, Inc. | 293 | US$312K | 0.14% |
| Johnson & Johnson | 1,220 | US$310K | 0.14% |
| Starbucks Corporation | 2,916 | US$298K | 0.13% |
| Hsbc Holdings Plc | 3,046 | US$290K | 0.13% |
| Ge Aerospace | 758 | US$283K | 0.13% |
| Omega Healthcare Investors, Inc. | 5,239 | US$250K | 0.11% |
| Marathon Petroleum Corporation | 945 | US$242K | 0.11% |
| Merck & Company, Inc. | 1,815 | US$233K | 0.10% |
| Enterprise Products Partners L.p. | 6,174 | US$227K | 0.10% |
| First Citizens Bancshares, Inc. | 104 | US$216K | 0.10% |
| International Business Machines Corporation | 744 | US$209K | 0.09% |
| Boeing Company (the) | 943 | US$204K | 0.09% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| At&t Inc. | 0 | US$0 | 0.00% |
Source
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