Symphony Financial Services, Inc.

CIK 0002031979 · Q2 2026

13F Equity AUM

$222.6M

+14.3% QoQ

Positions

105

+6 QoQ

AUM Rank

#7,660

Top 61%

Skill Alpha (FF)

—

Building track record (8q)

Quarters Tracked

~2 years

Portfolio Concentration

Top 5: 38.3%Top 10: 55.9%Top 20: 75.1%

BUFR10.1%

PYLD8.6%

USMC8.3%

PAVE5.8%

AIRR5.5%

KNG4.7%

AAPL3.6%

JMBS3.4%

IWY3.0%

JSMD2.9%

Others (95)44.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services81.8%

Technology9.2%

Other9.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 105Median: 0.23%Avg: 0.95%

0–0.5%

72(14.3%)

0.5–1%

9(5.5%)

1–3%

15(27.2%)

3–5%

4(14.7%)

5%+

5(38.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 105vs 20 funds

0%Low

105

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New12Increased45Decreased37Exited6

New Positions

AVUV0.6%

+10K

PSN0.4%

+17K

AMD0.2%

+701

INTC0.2%

+3K

GE0.1%

+758

HONEYWELL AEROSPACE0.1%

+1K

HONEYWELL INTL0.1%

+1K

FYC0.1%

+2K

XLK0.1%

+1K

FCNCA0.1%

+104

Increased

BUFR10.1%

+122K(+25%)

BUFD1.8%

+110K(+410%)

VGT1.9%

+32K(+754%)

IWF1.1%

+15K(+305%)

KNG4.7%

+12K(+6%)

JSMD2.9%

+10K(+18%)

PAVE5.8%

+9K(+4%)

USMC8.3%

+7K(+3%)

COWZ1.8%

+4K(+7%)

JAAA1.4%

+3K(+6%)

Decreased

PYLD8.6%

-69,602(-9%)

SDVY0.1%

-7,940(-61%)

PAA0.5%

-1,659(-3%)

UTF0.4%

-1,310(-4%)

PG0.2%

-622(-19%)

NFLX0.2%

-500(-7%)

XOM0.5%

-437(-5%)

NVDA2.6%

-419(-1%)

BST0.1%

-411(-6%)

PCN0.1%

-394(-3%)

Exited

-7,963

-24,765

-24,927

-2,254

-9,672

GABELLI EQUITY

-31,710

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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