Position in SYM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$13,804,909
-$2,276,387 QoQ
Shares Held
307,117
+1.6% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#37
of 414 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in SYM Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026LPL Financial LLC holds $2,233,248,418 across 61 Specialty Industrial Machinery names. SYM ranks #14 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
499,581 | $586,937,733 | |
| 2 | ETN |
Eaton Corp plc
|
816,943 | $348,115,751 | |
| 3 | CMI |
Cummins Inc
|
382,263 | $272,633,794 | |
| 4 | EMR |
Emerson Electric Co
|
1,174,701 | $168,158,448 | |
| 5 | PH |
Parker-Hannifin Corp
|
167,755 | $164,084,520 | |
| 6 | ITW |
Illinois Tool Works Inc
|
602,454 | $162,945,733 | |
| 7 | ROK |
Rockwell Automation, Inc
|
174,051 | $86,169,169 | |
| 8 | IR |
Ingersoll Rand Inc.
|
1,011,044 | $82,895,497 |
All Filings in SYM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,804,909 | 307,117 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $16,081,296 | 302,280 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $12,972,725 | 218,029 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $9,835,240 | 182,472 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,564,370 | 91,747 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,385,011 | 68,531 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,023,489 | 43,167 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $800,626 | 32,826 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,223,040 | 34,785 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,836,765 | 40,817 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,673,511 | 32,603 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,411,832 | 102,059 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $644,418 | 15,053 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $230,158 | 10,077 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||