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LAFFER TENGLER INVESTMENTS, INC.

Position in SYM — Symbotic Inc.

CIK 1307878 Scottsdale, AZ

Position in SYM

as of Jun 30, 2026 · filed Jul 21, 2026
Position Value
$394,031
-$32,792 QoQ
Shares Held
8,766
+9.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#208
of 415 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in SYM Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

LAFFER TENGLER INVESTMENTS, INC. holds $27,882,718 across 4 Specialty Industrial Machinery names. SYM ranks #4 (1.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 SYM
Symbotic Inc.
This page
8,766 $394,031

All Filings in SYM

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3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $394,031 8,766
2026-03-31 $426,823 8,023
2025-12-31 $350,931 5,898