Position in SYM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,595,057
+$1,794,451 QoQ
Shares Held
102,226
+94.2% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#70
of 414 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in SYM Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $2,615,001,489 across 46 Specialty Industrial Machinery names. SYM ranks #25 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
1,423,712 | $606,672,155 | |
| 2 | CMI |
Cummins Inc
|
593,509 | $423,296,550 | |
| 3 | ITW |
Illinois Tool Works Inc
|
1,520,367 | $411,213,659 | |
| 4 | GEV |
GE Vernova Inc.
|
322,868 | $379,324,696 | |
| 5 | PH |
Parker-Hannifin Corp
|
263,373 | $257,610,396 | |
| 6 | EMR |
Emerson Electric Co
|
817,399 | $117,010,664 | |
| 7 | ROK |
Rockwell Automation, Inc
|
216,168 | $107,020,451 | |
| 8 | NDSN |
Nordson Corp
|
120,159 | $36,250,767 |
All Filings in SYM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,595,057 | 102,226 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,800,606 | 52,643 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $3,876,781 | 65,156 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,889,424 | 72,160 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $3,717,672 | 95,693 | Shares | Defined | 2025-08-14 | |
| 2024-12-31 | $212,132 | 8,947 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $248,436 | 10,186 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $607,775 | 17,286 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,140,525 | 25,345 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,344,537 | 26,194 | Shares | Defined | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||