LTI
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Laffer Tengler Investments’s Symbotic SYM Stock Holding History

Laffer Tengler Investments’s Portfolio SYM Stock Details SYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$394K Buy
8,766
+743
+9% +$37.9K 0.05% 149
2026
Q1 		$427K Buy
8,023
+2,125
+36% +$122K 0.06% 146
2025
Q4 		$351K Buy
+5,898
New +$389K 0.05% 140

Other funds holding SYM

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
OCM
Once Capital Management New York $1.22B AUM 87.6% 1-Year Est. Return

Laffer Tengler Investments's SYM Position: Q2 2026 in Review

Laffer Tengler Investments increased its Symbotic (SYM) stake by 9.3% in Q2 2026, buying an estimated $37.9K and bringing the position to 8,766 shares worth $394K. The position accounts for 0.05% of the portfolio, ranked #149.

Laffer Tengler Investments first reported a position in SYM in Q4 2025 and has held it in 3 quarters since. The position peaked at $427K in Q1 2026. 68 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Laffer Tengler Investments held 8,766 shares of Symbotic worth $394K as of Q2 2026.
  • Laffer Tengler Investments bought 743 Symbotic shares in Q2 2026, an estimated $37.9K.
  • Symbotic made up 0.05% of Laffer Tengler Investments's portfolio in Q2 2026, its #149 holding.
  • Laffer Tengler Investments first reported a position in Symbotic in Q4 2025 and has held it in 3 quarters since.
  • Laffer Tengler Investments's Symbotic position peaked at $427K in Q1 2026.
  • 68 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Laffer Tengler Investments's 13F filing for Q2 2026, filed 21 Jul 2026.