Calton & Associates »

Symbotic shares owned by Calton & Associates

Quarter-by-quarter ownership of Symbotic (SYM) shares owned by Calton & Associates from 13F filings

Historical chart of Calton & Associates investment in Symbotic

Tip: Access up to 7 years of quarterly data

All positions including Symbotic held by Calton & Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Symbotic by Calton & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $307k 5.7k 53.90
2025-06-30 $330k 8.5k 38.85

More positions owned by Calton & Associates

Invesco Qqq Tr Unit Ser 1 (QQQ)
Northern Lts Fd Tr Ii Peakshares Secto (PSTR)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Fidelity Covington Trust High Divid Etf (FDVV)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard World Financials Etf (VFH)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Actively Managed Exc Var Rate Invt (VRIG)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Technology (XLK)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Vanguard World Mega Cap Index (MGC)

View all positions for Calton & Associates

Top funds holding Symbotic

Softbank Group Corp
Walmart
Baillie Gifford & Co
SVF Sponsor III
Vanguard Group
Toroso Investments
Citadel Advisors
Susquehanna International
Morgan Stanley
Mirae Asset Global Etfs Holdings
UBS Group
BlackRock
Jane Street
Raymond James Financial
Renaissance Technologies

View all funds holding Symbotic