Position in SYM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,798
+$1,000 QoQ
Shares Held
40
+166.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#371
of 414 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SYM Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026SWAN Capital LLC holds $184,249 across 11 Specialty Industrial Machinery names. SYM ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
110 | $129,234 | |
| 2 | AMSC |
American Superconductor Corp /De/
|
550 | $22,830 | |
| 3 | PH |
Parker-Hannifin Corp
|
11 | $10,759 | |
| 4 | ETN |
Eaton Corp plc
|
20 | $8,522 | |
| 5 | ITW |
Illinois Tool Works Inc
|
19 | $5,138 | |
| 6 | IR |
Ingersoll Rand Inc.
|
30 | $2,459 | |
| 7 | NNE |
Nano Nuclear Energy Inc.
|
90 | $1,902 | |
| 8 | SYM |
Symbotic Inc.
This page
|
40 | $1,798 |
All Filings in SYM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,798 | 40 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $798 | 15 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $377 | 7 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||