Position in SYM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$88,641
-$82,609 QoQ
Shares Held
1,972
-38.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#288
of 414 holders
Holding Since
Dec 2023
11 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, 2026Rakuten Securities, Inc. holds $2,597,509 across 18 Specialty Industrial Machinery names. SYM ranks #6 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,394 | $1,637,754 | |
| 2 | ETN |
Eaton Corp plc
|
564 | $240,331 | |
| 3 | SMR |
NUSCALE POWER Corp
|
20,888 | $209,506 | |
| 4 | WTS |
Watts Water Technologies Inc
|
510 | $199,639 | |
| 5 | XE |
X-Energy, Inc.
|
8,746 | $160,576 | |
| 6 | SYM |
Symbotic Inc.
This page
|
1,972 | $88,641 | |
| 7 | ROK |
Rockwell Automation, Inc
|
42 | $20,793 | |
| 8 | AME |
Ametek Inc/
|
50 | $12,097 |
All Filings in SYM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $88,641 | 1,972 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $171,250 | 3,219 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $632,485 | 10,630 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $508,277 | 9,430 | Shares | Defined | 2025-10-28 | |
| 2025-06-30 | $342,540 | 8,817 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $208,122 | 10,298 | Shares | Defined | 2025-04-18 | |
| 2024-12-31 | $178,915 | 7,546 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $7,999 | 328 | Shares | Defined | 2024-11-05 | |
| 2024-06-30 | $10,583 | 301 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $28,800 | 640 | Shares | Defined | 2024-05-01 | |
| 2023-12-31 | $84,694 | 1,650 | Shares | Defined | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||