Position in SYM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$13,944,411
-$2,545,300 QoQ
Shares Held
262,113
-5.4% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SYM Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Mitsubishi UFJ Trust & Banking Corp holds $595,959,116 across 25 Specialty Industrial Machinery names. SYM ranks #10 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
130,313 | $113,750,217 | |
| 2 | ITW |
Illinois Tool Works Inc
|
345,227 | $89,859,134 | |
| 3 | PH |
Parker-Hannifin Corp
|
78,499 | $70,275,443 | |
| 4 | ETN |
Eaton Corp plc
|
192,948 | $69,011,711 | |
| 5 | CMI |
Cummins Inc
|
78,863 | $42,429,870 | |
| 6 | OTIS |
Otis Worldwide Corp
|
431,001 | $33,221,555 | |
| 7 | ROK |
Rockwell Automation, Inc
|
85,745 | $30,772,164 | |
| 8 | EMR |
Emerson Electric Co
|
229,493 | $30,068,172 |
All Filings in SYM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,944,411 | 262,113 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $16,489,711 | 277,138 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $15,791,460 | 292,977 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $11,872,987 | 305,611 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,886,941 | 340,769 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $8,442,633 | 356,079 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $8,982,934 | 368,304 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $9,851,796 | 280,199 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $12,218,805 | 271,529 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||