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Taylor Frigon Capital Management LLC

Position in SYM — Symbotic Inc.

CIK 1632665 SCOTTSDALE, AZ

Position in SYM

as of Jun 30, 2026 · filed Jul 23, 2026
Position Value
$2,728,465
+$576,153 QoQ
Shares Held
60,700
+50.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#8
of 97 holders
Holding Since
Jun 2023
13 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, 2026

Taylor Frigon Capital Management LLC holds $10,870,646 across 5 Specialty Industrial Machinery names. SYM ranks #2 (25.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 SYM
Symbotic Inc.
This page
60,700 $2,728,465

All Filings in SYM

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13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,728,465 60,700
2026-03-31 $2,152,312 40,457
2025-12-31 $2,424,030 40,740
2025-09-30 $2,380,439 44,164
2025-06-30 $2,978,435 76,665
2025-03-31 $1,657,705 82,024
2024-12-31 $1,973,454 83,233
2024-09-30 $1,710,446 70,129
2024-06-30 $2,351,289 66,874
2024-03-31 $3,013,290 66,962
2023-12-31 $3,211,307 62,562
2023-09-30 $2,125,345 63,576
2023-06-30 $2,707,304 63,240