Position in SYM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,291,413
-$27,893 QoQ
Shares Held
28,730
+15.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#138
of 414 holders
Holding Since
Dec 2024
7 quarters on record
Common Shares in SYM Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Spire Wealth Management holds $16,398,265 across 32 Specialty Industrial Machinery names. SYM ranks #3 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
7,508 | $8,820,848 | |
| 2 | ETN |
Eaton Corp plc
|
7,322 | $3,120,050 | |
| 3 | SYM |
Symbotic Inc.
This page
|
28,730 | $1,291,413 | |
| 4 | PH |
Parker-Hannifin Corp
|
660 | $645,558 | |
| 5 | CMI |
Cummins Inc
|
880 | $627,624 | |
| 6 | EMR |
Emerson Electric Co
|
4,170 | $596,935 | |
| 7 | DOV |
DOVER Corp
|
1,240 | $278,107 | |
| 8 | GHM |
Graham Corp
|
1,501 | $185,808 |
All Filings in SYM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,291,413 | 28,730 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,319,306 | 24,799 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,392,359 | 23,401 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,181,865 | 21,927 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $753,845 | 19,404 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $274,775 | 13,596 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $298,366 | 12,584 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||