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, 2026Taylor Frigon Capital Management LLC holds $10,870,646 across 5 Specialty Industrial Machinery names. SYM ranks #2 (25.1% of the industry book) .
All Filings in SYM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,728,465 | 60,700 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,152,312 | 40,457 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,424,030 | 40,740 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,380,439 | 44,164 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,978,435 | 76,665 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,657,705 | 82,024 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,973,454 | 83,233 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,710,446 | 70,129 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,351,289 | 66,874 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $3,013,290 | 66,962 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $3,211,307 | 62,562 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,125,345 | 63,576 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $2,707,304 | 63,240 | Shares | Sole | 2023-07-31 | |
| No filing history on record for this holder in this stock. | ||||||