Managers / Q1 2023 · view latest →
GYL FINANCIAL SYNERGIES, LLC
CIK 0001767715 · 75 ISHAM ROAD, SUITE 310, WEST HARTFORD, CT, 06107 · 860-206-7400
Reported Value
$835M
Q1 2023
Positions
282
Filings on Record
25
2019–present window
Filed
May 15, 2023
original filing
Summary
Gyl Financial Synergies, Llc reported $835M in U.S.-listed holdings across 282 positions for Q1 2023.
Its largest position, QUAL, represents 9.7% of the portfolio.
Compared with Q4 2022, the fund opened 76 new positions and exited 10.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2023
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q3 2024 | $1.3B | 361 | Nov 7, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $1.3B | 365 | Jul 23, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $1.3B | 365 | May 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $1.2B | 365 | Feb 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $1.0B | 327 | Nov 6, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $1.1B | 342 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $835M | 282 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $461.8B | 216 | Feb 6, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $367M | 190 | Nov 1, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $366M | 192 | Aug 1, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $418M | 203 | May 5, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $370M | 209 | Feb 8, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $196M | 188 | Nov 1, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $194M | 183 | Aug 2, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $182M | 177 | May 4, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $174M | 170 | Feb 2, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $153M | 154 | Nov 6, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $138M | 150 | Aug 4, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $156M | 142 | May 5, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $226M | 173 | Feb 6, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $201M | 168 | Nov 12, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $189M | 159 | Aug 9, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $178M | 159 | May 21, 2019 | RESTATEMENT | changes · EDGAR ↗ |
| Q4 2018 | $138M | 143 | Feb 14, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.