Position in AME
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$899,532
+$300,182 QoQ
Shares Held
3,718
+33.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#661
of 1,193 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in AME Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $59,150,168 across 28 Specialty Industrial Machinery names. AME ranks #13 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
15,750 | $11,233,056 | |
| 2 | XYL |
Xylem Inc.
|
88,397 | $10,449,409 | |
| 3 | DOV |
DOVER Corp
|
28,015 | $6,283,203 | |
| 4 | OTIS |
Otis Worldwide Corp
|
69,267 | $4,959,517 | |
| 5 | ETN |
Eaton Corp plc
|
10,713 | $4,565,023 | |
| 6 | GEV |
GE Vernova Inc.
|
3,640 | $4,276,489 | |
| 7 | GNRC |
Generac Holdings Inc.
|
12,516 | $3,664,809 | |
| 8 | ITW |
Illinois Tool Works Inc
|
9,026 | $2,441,261 |
All Filings in AME
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $899,532 | 3,718 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $599,350 | 2,796 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $519,434 | 2,530 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $360,960 | 1,920 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $360,833 | 1,994 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $283,685 | 1,648 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $219,916 | 1,220 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $208,283 | 1,213 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $209,720 | 1,258 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $234,111 | 1,280 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||