Position in SMR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$120,741
-$29,503 QoQ
Shares Held
12,038
+13.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#313
of 518 holders
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SMR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Symphony Financial, Ltd. Co. holds $8,950,642 across 8 Specialty Industrial Machinery names. SMR ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
5,018 | $3,578,887 | |
| 2 | GEV |
GE Vernova Inc.
|
1,661 | $1,951,442 | |
| 3 | PH |
Parker-Hannifin Corp
|
1,226 | $1,199,175 | |
| 4 | ROK |
Rockwell Automation, Inc
|
1,546 | $765,393 | |
| 5 | ETN |
Eaton Corp plc
|
1,543 | $657,503 | |
| 6 | EMR |
Emerson Electric Co
|
3,021 | $432,456 | |
| 7 | ITW |
Illinois Tool Works Inc
|
906 | $245,045 | |
| 8 | SMR |
NUSCALE POWER Corp
This page
|
12,038 | $120,741 |
All Filings in SMR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $120,741 | 12,038 | Shares | Sole | 2026-08-04 | |
| 2025-12-31 | $150,244 | 10,603 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $299,785 | 7,578 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||