FORA Capital, LLC

Position in SYM — Symbotic Inc.

CIK 1742435 MIAMI, FL

Position in SYM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,236,534

+$2,968,938 QoQ

Shares Held

72,003

+1331.5% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#82

of 414 holders

Holding Since

Dec 2023

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

FORA Capital, LLC holds $20,469,974 across 6 Specialty Industrial Machinery names. SYM ranks #3 (15.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XYL	Xylem Inc.	82,522	$9,754,925
2	PNR	PENTAIR plc	68,524	$5,253,049
3	SYM	Symbotic Inc. This page	72,003	$3,236,534
4	SMR	NUSCALE POWER Corp	147,269	$1,477,108
5	CMI	Cummins Inc	648	$462,160
6	CR	Crane Co	1,283	$286,198

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,236,534	72,003	+1331.5%	Shares	Sole	2026-08-13
2026-03-31	$267,596	5,030	-50.0%	Shares	Sole	2026-05-15
2025-09-30	$542,234	10,060	+0.8%	Shares	Sole	2025-11-13
2025-06-30	$387,606	9,977	-45.5%	Shares	Sole	2025-08-13
2023-12-31	$940,314	18,319	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.