Position in SYM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,300,504
-$820,634 QoQ
Shares Held
117,920
+2.5% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#64
of 415 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in SYM Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026BLAIR WILLIAM & CO/IL holds $1,488,849,884 across 32 Specialty Industrial Machinery names. SYM ranks #15 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
659,673 | $775,023,420 | |
| 2 | ROK |
Rockwell Automation, Inc
|
282,332 | $139,776,926 | |
| 3 | AME |
Ametek Inc/
|
436,176 | $105,528,421 | |
| 4 | ITW |
Illinois Tool Works Inc
|
358,826 | $97,051,668 | |
| 5 | GNRC |
Generac Holdings Inc.
|
325,426 | $95,287,987 | |
| 6 | EMR |
Emerson Electric Co
|
354,500 | $50,746,675 | |
| 7 | ETN |
Eaton Corp plc
|
91,499 | $38,989,553 | |
| 8 | CMI |
Cummins Inc
|
54,424 | $38,815,741 |
All Filings in SYM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,300,504 | 117,920 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,121,138 | 115,059 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $7,374,251 | 123,937 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,879,688 | 127,638 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,101,743 | 131,319 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,744,477 | 135,798 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,448,467 | 61,091 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,523,545 | 62,466 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,970,014 | 56,030 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,501,425 | 33,365 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $330,565 | 6,440 | Shares | Sole | 2024-02-12 | |
| 2023-06-30 | $1,199,964 | 28,030 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $646,828 | 28,320 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||