Position in SYM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,517
New position
Shares Held
145
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#339
of 414 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Highland Investment Advisors LLC holds $577,168 across 10 Specialty Industrial Machinery names. SYM ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FELE |
Franklin Electric Co Inc
|
1,955 | $209,556 | |
| 2 | ETN |
Eaton Corp plc
|
231 | $98,433 | |
| 3 | GEV |
GE Vernova Inc.
|
78 | $91,639 | |
| 4 | RRX |
Regal Rexnord Corp
|
380 | $90,512 | |
| 5 | EMR |
Emerson Electric Co
|
394 | $56,401 | |
| 6 | IR |
Ingersoll Rand Inc.
|
263 | $21,563 | |
| 7 | SYM |
Symbotic Inc.
This page
|
145 | $6,517 | |
| 8 | ITW |
Illinois Tool Works Inc
|
8 | $2,163 |
All Filings in SYM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,517 | 145 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||