Position in SYM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,032,464
-$620,408 QoQ
Shares Held
89,710
+2.6% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
1.60%
of 13F equity value
Holder Rank
#73
of 415 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in SYM Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026BOURNE LENT ASSET MANAGEMENT INC holds $4,032,464 across 1 Specialty Industrial Machinery name. SYM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYM |
Symbotic Inc.
This page
|
89,710 | $4,032,464 |
All Filings in SYM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,032,464 | 89,710 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,652,872 | 87,460 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $5,269,320 | 88,560 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $4,762,604 | 88,360 | Shares | Sole | 2025-12-15 | |
| 2025-06-30 | $3,432,786 | 88,360 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,785,755 | 88,360 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,067,749 | 87,210 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,578,276 | 64,710 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,169,723 | 61,710 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,770,200 | 61,560 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $2,990,485 | 58,260 | Shares | Other | 2024-01-19 | |
| 2023-09-30 | $1,927,573 | 57,660 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $2,449,160 | 57,210 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,306,676 | 57,210 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $229,367 | 19,210 | Shares | Other | 2023-01-24 | |
| No filing history on record for this holder in this stock. | ||||||