Position in SYM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$506,361
-$353,883 QoQ
Shares Held
11,265
-30.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#199
of 414 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SYM Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Financial Engines Advisors L.L.C. holds $5,884,959 across 7 Specialty Industrial Machinery names. SYM ranks #3 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
2,179 | $2,560,019 | |
| 2 | ETN |
Eaton Corp plc
|
3,243 | $1,381,907 | |
| 3 | SYM |
Symbotic Inc.
This page
|
11,265 | $506,361 | |
| 4 | ROK |
Rockwell Automation, Inc
|
892 | $441,611 | |
| 5 | ITW |
Illinois Tool Works Inc
|
1,542 | $417,064 | |
| 6 | PH |
Parker-Hannifin Corp
|
307 | $300,282 | |
| 7 | GGG |
Graco Inc
|
3,673 | $277,715 |
All Filings in SYM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $506,361 | 11,265 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $860,244 | 16,170 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $952,952 | 16,016 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $529,621 | 9,826 | Shares | Sole | 2025-11-17 | |
| No filing history on record for this holder in this stock. | ||||||