Position in SYM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$11,865,631
-$2,078,780 QoQ
Shares Held
263,974
+0.7% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#40
of 414 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in SYM Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Mitsubishi UFJ Trust & Banking Corp holds $674,356,942 across 29 Specialty Industrial Machinery names. SYM ranks #13 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
128,459 | $150,921,339 | |
| 2 | ITW |
Illinois Tool Works Inc
|
353,343 | $95,568,680 | |
| 3 | ETN |
Eaton Corp plc
|
191,124 | $81,441,758 | |
| 4 | CMI |
Cummins Inc
|
101,357 | $72,288,825 | |
| 5 | PH |
Parker-Hannifin Corp
|
67,871 | $66,385,981 | |
| 6 | ROK |
Rockwell Automation, Inc
|
76,498 | $37,872,629 | |
| 7 | EMR |
Emerson Electric Co
|
235,232 | $33,673,460 | |
| 8 | AME |
Ametek Inc/
|
100,075 | $24,212,145 |
All Filings in SYM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,865,631 | 263,974 | Shares | Sole | 2026-08-06 | |
| 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. | ||||||