Position in SYM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,067,567
+$607,227 QoQ
Shares Held
68,244
+47.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#87
of 414 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SYM Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Cetera Investment Advisers holds $673,110,093 across 47 Specialty Industrial Machinery names. SYM ranks #17 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
168,443 | $197,896,942 | |
| 2 | ETN |
Eaton Corp plc
|
261,587 | $111,467,452 | |
| 3 | PH |
Parker-Hannifin Corp
|
73,132 | $71,531,871 | |
| 4 | CMI |
Cummins Inc
|
85,815 | $61,204,116 | |
| 5 | EMR |
Emerson Electric Co
|
341,936 | $48,948,138 | |
| 6 | ITW |
Illinois Tool Works Inc
|
138,080 | $37,346,497 | |
| 7 | ROK |
Rockwell Automation, Inc
|
43,392 | $21,482,511 | |
| 8 | SMR |
NUSCALE POWER Corp
|
2,088,436 | $20,947,013 |
All Filings in SYM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,067,567 | 68,244 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,460,340 | 46,247 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,971,592 | 33,136 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,998,450 | 37,077 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,088,227 | 28,011 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,246,431 | 61,674 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $583,763 | 24,621 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $568,018 | 23,289 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $908,428 | 25,837 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $970,470 | 21,566 | Shares | Sole | 2024-05-24 | |
| No filing history on record for this holder in this stock. | ||||||