Position in SYM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$329,258
-$87,032 QoQ
Shares Held
7,325
-6.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#224
of 414 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SYM Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $532,143 across 7 Specialty Industrial Machinery names. SYM ranks #1 (61.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYM |
Symbotic Inc.
This page
|
7,325 | $329,258 | |
| 2 | OTIS |
Otis Worldwide Corp
|
724 | $51,838 | |
| 3 | ITW |
Illinois Tool Works Inc
|
150 | $40,570 | |
| 4 | XYL |
Xylem Inc.
|
288 | $34,044 | |
| 5 | GNRC |
Generac Holdings Inc.
|
100 | $29,281 | |
| 6 | GEV |
GE Vernova Inc.
|
22 | $25,846 | |
| 7 | ETN |
Eaton Corp plc
|
50 | $21,306 |
All Filings in SYM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $329,258 | 7,325 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $416,290 | 7,825 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $473,025 | 7,950 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $487,795 | 9,050 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||