Position in SYM
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$6,121,138
-$1,253,113 QoQ
Shares Held
115,059
-7.2% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 86.0784467099488.ToString("F0")%
Shared 0.ToString("F0")%
None 13.921553290051191.ToString("F0")%
Common Shares in SYM Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026BLAIR WILLIAM & CO/IL holds $1,161,398,964 across 31 Specialty Industrial Machinery names. SYM ranks #14 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
664,603 | $580,131,958 | |
| 2 | ROK |
Rockwell Automation, Inc
|
284,067 | $101,945,964 | |
| 3 | AME |
Ametek Inc/
|
457,447 | $98,058,338 | |
| 4 | ITW |
Illinois Tool Works Inc
|
360,320 | $93,787,692 | |
| 5 | GNRC |
Generac Holdings Inc.
|
346,830 | $67,746,303 | |
| 6 | EMR |
Emerson Electric Co
|
389,990 | $51,096,489 | |
| 7 | DOV |
DOVER Corp
|
167,307 | $34,875,144 | |
| 8 | ETN |
Eaton Corp plc
|
80,604 | $28,829,632 |
All Filings in SYM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||