Position in SYM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$2,774,179
-$396,594 QoQ
Shares Held
61,717
+3.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#92
of 414 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in SYM Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $17,649,993 across 7 Specialty Industrial Machinery names. SYM ranks #4 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
10,953 | $4,667,292 | |
| 2 | EMR |
Emerson Electric Co
|
29,483 | $4,220,491 | |
| 3 | GEV |
GE Vernova Inc.
|
3,555 | $4,176,627 | |
| 4 | SYM |
Symbotic Inc.
This page
|
61,717 | $2,774,179 | |
| 5 | FLS |
Flowserve Corp
|
12,702 | $941,980 | |
| 6 | PH |
Parker-Hannifin Corp
|
657 | $642,624 | |
| 7 | CMI |
Cummins Inc
|
318 | $226,800 |
All Filings in SYM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,774,179 | 61,717 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $3,170,773 | 59,601 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,433,566 | 57,707 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $3,115,959 | 57,810 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $2,273,540 | 58,521 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,083,660 | 53,620 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $915,703 | 38,621 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $891,649 | 36,558 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||