CoreCap Advisors, LLC

Position in SYM — Symbotic Inc.

CIK 1902501 SOUTHFIELD, MI

Position in SYM

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$197,690

-$60,649 QoQ

Shares Held

4,398

-9.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#17

of 33 holders

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Industrials · as of Jun 30, 2026

CoreCap Advisors, LLC holds $36,035,723 across 39 Specialty Industrial Machinery names. SYM ranks #8 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMI	Cummins Inc	13,172	$9,394,402
2	GEV	GE Vernova Inc.	6,517	$7,656,562
3	PH	Parker-Hannifin Corp	6,715	$6,568,075
4	ETN	Eaton Corp plc	13,994	$5,963,123
5	EMR	Emerson Electric Co	20,119	$2,880,034
6	ITW	Illinois Tool Works Inc	6,287	$1,700,444
7	ROK	Rockwell Automation, Inc	1,073	$531,220
8	SYM	Symbotic Inc. This page	4,398	$197,690

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$197,690	4,398	-9.4%	Shares	Sole	2026-07-06
2026-03-31	$258,339	4,856	-15.5%	Shares	Sole	2026-04-07
2025-12-31	$341,887	5,746	-59.4%	Shares	Sole	2026-01-13
2025-09-30	$762,146	14,140	+17.0%	Shares	Sole	2025-10-22
2025-06-30	$469,502	12,085	+82.3%	Shares	Sole	2025-08-14
2025-03-31	$133,972	6,629	+19.9%	Shares	Sole	2025-05-09
2024-12-31	$131,092	5,529	+364.6%	Shares	Sole	2025-02-14
2024-09-30	$29,024	1,190	+120.0%	Shares	Sole	2024-11-08
2024-06-30	$19,021	541	-85.3%	Shares	Sole	2024-08-08
2024-03-31	$166,095	3,691	-53.9%	Shares	Sole	2024-08-08
2023-09-30	$267,774	8,010	-26.2%	Shares	Sole	2024-01-16
2023-06-30	$464,488	10,850	—	Shares	Sole	2024-01-16
No filing history on record for this holder in this stock.