MARATHON CAPITAL MANAGEMENT

Position in SYM — Symbotic Inc.

CIK 1213206 Hunt Valley, MD

Position in SYM

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$3,136,611

+$1,068,727 QoQ

Shares Held

69,780

+79.5% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.72%

of 13F equity value

Holder Rank

of 97 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Industrials · as of Jun 30, 2026

MARATHON CAPITAL MANAGEMENT holds $6,400,285 across 6 Specialty Industrial Machinery names. SYM ranks #1 (49.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SYM	Symbotic Inc. This page	69,780	$3,136,611
2	KRNT	Kornit Digital Ltd.	70,975	$1,153,343
3	ETN	Eaton Corp plc	2,136	$910,192
4	SMR	NUSCALE POWER Corp	51,500	$516,545
5	GEV	GE Vernova Inc.	330	$387,703
6	EMR	Emerson Electric Co	2,067	$295,891

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,136,611	69,780	+79.5%	Shares	Sole	2026-07-22
2026-03-31	$2,067,884	38,870	-1.8%	Shares	Sole	2026-05-14
2025-12-31	$2,354,415	39,570	+0.1%	Shares	Sole	2026-01-29
2025-09-30	$2,129,858	39,515	-62.8%	Shares	Sole	2025-11-14
2025-06-30	$4,124,704	106,170	-2.0%	Shares	Sole	2025-08-14
2025-03-31	$2,189,450	108,335	+118.5%	Shares	Sole	2025-05-15
2024-12-31	$1,175,541	49,580	+24.8%	Shares	Sole	2025-02-14
2024-09-30	$969,014	39,730	-5.5%	Shares	Sole	2024-11-14
2024-06-30	$1,478,653	42,055	+8.0%	Shares	Sole	2024-08-14
2024-03-31	$1,752,300	38,940	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.