Position in SYM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$50,930,487
-$5,720,533 QoQ
Shares Held
957,340
+0.5% QoQ
Ownership
0.159%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 7.250924436459356.ToString("F0")%
Shared 0.ToString("F0")%
None 92.74907556354064.ToString("F0")%
Common Shares in SYM Over Time
Shares Held
Position Value (USD)
Derivatives in SYM
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$21,280
PutShares
400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026RAYMOND JAMES FINANCIAL INC holds $5,500,509,659 across 50 Specialty Industrial Machinery names. SYM ranks #12 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
5,515,091 | $1,972,582,596 | |
| 2 | GEV |
GE Vernova Inc.
|
926,900 | $809,091,008 | |
| 3 | CMI |
Cummins Inc
|
1,495,891 | $804,819,274 | |
| 4 | EMR |
Emerson Electric Co
|
2,351,253 | $308,061,166 | |
| 5 | PH |
Parker-Hannifin Corp
|
266,710 | $238,769,457 | |
| 6 | ROK |
Rockwell Automation, Inc
|
541,796 | $194,439,747 | |
| 7 | ITW |
Illinois Tool Works Inc
|
693,647 | $180,549,375 | |
| 8 | ITT |
Itt Inc.
|
587,238 | $111,886,455 |
All Filings in SYM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,280 | 400 | Put | Defined | 2026-05-14 | |
| 2026-03-31 | $50,930,487 | 957,340 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $56,651,020 | 952,118 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $48,656,876 | 902,725 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $37,692,191 | 970,198 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $19,824,432 | 980,922 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $20,753,504 | 875,306 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||