Position in SYM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$4,969,357
-$1,122,734 QoQ
Shares Held
110,553
-3.5% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#8
of 148 holders
Holding Since
Mar 2025
6 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, 2026IQ EQ FUND MANAGEMENT (IRELAND) Ltd holds $34,643,811 across 11 Specialty Industrial Machinery names. SYM ranks #3 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
23,495 | $10,011,689 | |
| 2 | XE |
X-Energy, Inc.
|
293,276 | $5,384,547 | |
| 3 | SYM |
Symbotic Inc.
This page
|
110,553 | $4,969,357 | |
| 4 | CMI |
Cummins Inc
|
5,972 | $4,259,290 | |
| 5 | XYL |
Xylem Inc.
|
18,349 | $2,169,035 | |
| 6 | JBTM |
JBT MAREL Corp
|
13,162 | $1,908,490 | |
| 7 | WTS |
Watts Water Technologies Inc
|
4,222 | $1,652,701 | |
| 8 | IEX |
Idex Corp /De/
|
5,999 | $1,361,473 |
All Filings in SYM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,969,357 | 110,553 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $6,092,091 | 114,513 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $7,291,963 | 122,554 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,053,178 | 93,751 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,419,073 | 36,527 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $468,023 | 23,158 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||