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, 2026LAFFER TENGLER INVESTMENTS, INC. holds $27,882,718 across 4 Specialty Industrial Machinery names. SYM ranks #4 (1.4% of the industry book) .
All Filings in SYM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $394,031 | 8,766 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $426,823 | 8,023 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $350,931 | 5,898 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||