Position in AME
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$500,089
+$53,149 QoQ
Shares Held
2,067
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#775
of 1,193 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AME Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026J.W. COLE ADVISORS, INC. holds $43,814,564 across 17 Specialty Industrial Machinery names. AME ranks #10 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
15,930 | $18,715,519 | |
| 2 | PH |
Parker-Hannifin Corp
|
5,339 | $5,222,182 | |
| 3 | ETN |
Eaton Corp plc
|
11,976 | $5,103,213 | |
| 4 | CMI |
Cummins Inc
|
6,400 | $4,564,544 | |
| 5 | EMR |
Emerson Electric Co
|
15,839 | $2,267,352 | |
| 6 | ROK |
Rockwell Automation, Inc
|
4,072 | $2,015,965 | |
| 7 | ITW |
Illinois Tool Works Inc
|
5,910 | $1,598,477 | |
| 8 | OTIS |
Otis Worldwide Corp
|
19,033 | $1,362,762 |
All Filings in AME
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $500,089 | 2,067 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $446,940 | 2,085 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $316,382 | 1,541 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $326,744 | 1,738 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $309,622 | 1,711 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $289,195 | 1,680 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||