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Broadleaf Partners, LLC

Position in SYM — Symbotic Inc.

CIK 1712686 Hudson, OH

Position in SYM

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$1,707,111
New position
Shares Held
37,978
first reported quarter
Ownership
0.006%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#121
of 414 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 18% None 82%

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

Broadleaf Partners, LLC holds $11,142,545 across 3 Specialty Industrial Machinery names. SYM ranks #2 (15.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 SYM
Symbotic Inc.
This page
37,978 $1,707,111

All Filings in SYM

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1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $1,707,111 37,978