Position in SYM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$159,925
New position
Shares Held
3,558
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#278
of 414 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $4,341,559 across 42 Specialty Industrial Machinery names. SYM ranks #4 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITW |
Illinois Tool Works Inc
|
9,548 | $2,582,439 | |
| 2 | GEV |
GE Vernova Inc.
|
595 | $699,014 | |
| 3 | PH |
Parker-Hannifin Corp
|
220 | $215,179 | |
| 4 | SYM |
Symbotic Inc.
This page
|
3,558 | $159,925 | |
| 5 | ETN |
Eaton Corp plc
|
350 | $149,131 | |
| 6 | CMI |
Cummins Inc
|
163 | $116,246 | |
| 7 | DOV |
DOVER Corp
|
295 | $66,156 | |
| 8 | GNRC |
Generac Holdings Inc.
|
177 | $51,821 |
All Filings in SYM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $159,925 | 3,558 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||