Symphony-Financial-Ltd-Co

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MPWR",
  "TROW",
  "FNDF",
  "FNDA",
  "ACN",
  "MMM",
  "ABBV",
  "TGTX",
  null,
  null,
  "GOOGL",
  "RIG",
  "T",
  "CAT",
  "AVDE",
  "AVGO",
  "CMI",
  null,
  "HD",
  "MCD",
  "BEN",
  "ISRG",
  "MUB",
  "META",
  "IJH",
  "MA",
  "MSFT",
  "MS",
  "EQT",
  "ORCL",
  "OKE",
  null,
  "IRM",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PFE",
  null,
  "FNDX",
  "IEFA",
  "SCHX",
  "SPYG",
  null,
  "SNPS",
  "TFC",
  "UPS",
  null,
  null,
  "PRF",
  null,
  "AMD",
  "IP",
  "IPG",
  "PEG",
  "AMZN",
  null,
  "VTEB",
  "BND",
  "VB",
  "V",
  "IUSG",
  null,
  null,
  "NDSN",
  "SO",
  "CRM",
  "IUSV",
  "BRK-B",
  "CVX",
  "COST",
  "CRWD",
  null,
  "IWM",
  "EPD",
  "GOOG",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 88
Total Value: 164572751
Accession Number: 0001754960-25-000240
Form Type: 13F-HR
CIK: symphony-financial-ltd-co
Manager Name: Symphony-Financial-Ltd-Co

Data Enrichment

85% identified

75 identified13 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

88 positions • $164.6M total value

SEC FilingSEC DataHachi Filing

Manager:

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MICROCHIP TECHNOLOGY INC

MCHP|595017104

Shares:6.1K

Value:$237.5K

% of Portfolio:0.1% ($237.5K/$164.6M)

922908751

VB|922908751

Shares:948

Value:$219.0K

% of Portfolio:0.1% ($219.0K/$164.6M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:432

Value:$218.1K

% of Portfolio:0.1% ($218.1K/$164.6M)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:7.0K

Value:$213.8K

% of Portfolio:0.1% ($213.8K/$164.6M)

Alphabet Inc.

GOOG|02079K107

Shares:1.4K

Value:$211.9K

% of Portfolio:0.1% ($211.9K/$164.6M)

EQT Corp

EQT|26884L109

Shares:4.3K

Value:$208.5K

% of Portfolio:0.1% ($208.5K/$164.6M)

887432342

Shares:5.9K

Value:$201.9K

% of Portfolio:0.1% ($201.9K/$164.6M)

Transocean Ltd.

RIG|H8817H100

Shares:10.0K

Value:$21.3K

% of Portfolio:0.0% ($21.3K/$164.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MICROCHIP TECHNOLOGY INC(MCHPcusip595017104)	6.1K	QoQ -31.36% (-2.8K) YoY NEW(+6.1K)	All Managers (Combined)	$237.5K	0.1% ($237.5K/$164.6M)	QoQ -54.32% (-$282.6K) YoY NEW(+$237.5K)
(VBcusip922908751)	948	QoQ NEW(+948) YoY NEW(+948)	All Managers (Combined)	$219.0K	0.1% ($219.0K/$164.6M)	QoQ NEW(+$219.0K) YoY NEW(+$219.0K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	432	QoQ -95.77% (-9.8K) YoY -93.65% (-6.4K)	All Managers (Combined)	$218.1K	0.1% ($218.1K/$164.6M)	QoQ -95.43% (-$4.6M) YoY -92.38% (-$2.6M)
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	7.0K	QoQ +1.60% (-111) YoY NEW(+7.0K)	All Managers (Combined)	$213.8K	0.1% ($213.8K/$164.6M)	QoQ -9.17% (-$21.6K) YoY NEW(+$213.8K)
Alphabet Inc.(GOOGcusip02079K107)	1.4K	QoQ -94.71% (-25.4K) YoY -94.77% (-25.7K)	All Managers (Combined)	$211.9K	0.1% ($211.9K/$164.6M)	QoQ -96.03% (-$5.1M) YoY -94.85% (-$3.9M)
EQT Corp(EQTcusip26884L109)	4.3K	QoQ +4.48% (-184) YoY NEW(+4.3K)	All Managers (Combined)	$208.5K	0.1% ($208.5K/$164.6M)	QoQ -6.53% (-$14.6K) YoY NEW(+$208.5K)
(cusip887432342)✕	5.9K	QoQ -10.82% (-721) YoY NEW(+5.9K)	All Managers (Combined)	$201.9K	0.1% ($201.9K/$164.6M)	QoQ -25.43% (-$68.9K) YoY NEW(+$201.9K)
Transocean Ltd.(RIGcusipH8817H100)	10.0K	QoQ -0.99% (-100) YoY NEW(+10.0K)	All Managers (Combined)	$21.3K	0.0% ($21.3K/$164.6M)	QoQ -46.36% (-$18.4K) YoY NEW(+$21.3K)