Position in SYM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,066,935
-$376,328 QoQ
Shares Held
45,983
+0.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#110
of 414 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SYM Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Bouvel Investment Partners, LLC holds $8,410,157 across 2 Specialty Industrial Machinery names. SYM ranks #2 (24.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
14,886 | $6,343,222 | |
| 2 | SYM |
Symbotic Inc.
This page
|
45,983 | $2,066,935 |
All Filings in SYM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,066,935 | 45,983 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,443,263 | 45,926 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,634,779 | 44,282 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,397,418 | 44,479 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,714,955 | 44,143 | Shares | Sole | 2025-07-11 | |
| 2024-12-31 | $1,056,019 | 44,539 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||