Position in SYM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,796,471
-$582,579 QoQ
Shares Held
39,966
-10.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#118
of 414 holders
Holding Since
Mar 2026
2 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, 2026Peregrine Asset Advisers, Inc. holds $7,958,329 across 7 Specialty Industrial Machinery names. SYM ranks #2 (22.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
4,941 | $3,523,970 | |
| 2 | SYM |
Symbotic Inc.
This page
|
39,966 | $1,796,471 | |
| 3 | GNRC |
Generac Holdings Inc.
|
2,616 | $765,990 | |
| 4 | GEV |
GE Vernova Inc.
|
638 | $749,560 | |
| 5 | ETN |
Eaton Corp plc
|
970 | $413,336 | |
| 6 | ROK |
Rockwell Automation, Inc
|
790 | $391,113 | |
| 7 | PH |
Parker-Hannifin Corp
|
325 | $317,889 |
All Filings in SYM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,796,471 | 39,966 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,379,050 | 44,719 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||