Position in SYM
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$489,599
-$57,979 QoQ
Shares Held
9,203
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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 Mar 31, 2026Sunbelt Securities, Inc. holds $8,551,924 across 37 Specialty Industrial Machinery names. SYM ranks #6 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
3,052 | $2,664,090 | |
| 2 | CMI |
Cummins Inc
|
3,148 | $1,693,686 | |
| 3 | ETN |
Eaton Corp plc
|
3,436 | $1,228,954 | |
| 4 | PH |
Parker-Hannifin Corp
|
1,036 | $927,468 | |
| 5 | EMR |
Emerson Electric Co
|
5,084 | $666,105 | |
| 6 | SYM |
Symbotic Inc.
This page
|
9,203 | $489,599 | |
| 7 | AME |
Ametek Inc/
|
981 | $210,287 | |
| 8 | ROK |
Rockwell Automation, Inc
|
374 | $134,221 |
All Filings in SYM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $489,599 | 9,203 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $547,578 | 9,203 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $506,821 | 9,403 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $498,445 | 12,830 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $262,022 | 12,965 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $304,199 | 12,830 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $325,118 | 13,330 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $179,140 | 5,095 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $9,900 | 220 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||