Position in SYM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$305,300
+$50,632 QoQ
Shares Held
6,792
+41.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#234
of 414 holders
Holding Since
Dec 2025
3 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, 2026Wealthcare Advisory Partners LLC holds $17,831,653 across 13 Specialty Industrial Machinery names. SYM ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
9,012 | $3,840,193 | |
| 2 | GEV |
GE Vernova Inc.
|
3,154 | $3,705,508 | |
| 3 | CMI |
Cummins Inc
|
4,375 | $3,120,293 | |
| 4 | EMR |
Emerson Electric Co
|
19,113 | $2,736,025 | |
| 5 | ROK |
Rockwell Automation, Inc
|
3,913 | $1,937,248 | |
| 6 | FLS |
Flowserve Corp
|
8,549 | $633,993 | |
| 7 | ITW |
Illinois Tool Works Inc
|
2,097 | $567,175 | |
| 8 | SYM |
Symbotic Inc.
This page
|
6,792 | $305,300 |
All Filings in SYM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,300 | 6,792 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $254,668 | 4,787 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $273,402 | 4,595 | Shares | Sole | 2026-01-14 | |
| No filing history on record for this holder in this stock. | ||||||