Position in AME
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,376,154
+$79,062 QoQ
Shares Held
5,688
-6.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#597
of 1,193 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AME Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $173,045,195 across 25 Specialty Industrial Machinery names. AME ranks #10 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
32,593 | $38,292,211 | |
| 2 | ETN |
Eaton Corp plc
|
78,941 | $33,638,338 | |
| 3 | PH |
Parker-Hannifin Corp
|
29,094 | $28,457,423 | |
| 4 | ITW |
Illinois Tool Works Inc
|
84,715 | $22,912,866 | |
| 5 | EMR |
Emerson Electric Co
|
142,732 | $20,432,085 | |
| 6 | XYL |
Xylem Inc.
|
73,869 | $8,732,054 | |
| 7 | DOV |
DOVER Corp
|
22,986 | $5,155,300 | |
| 8 | CMI |
Cummins Inc
|
5,379 | $3,836,356 |
All Filings in AME
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,376,154 | 5,688 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $1,297,092 | 6,051 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,219,130 | 5,938 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $942,068 | 5,011 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $932,848 | 5,155 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $912,342 | 5,300 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $884,896 | 4,909 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $788,320 | 4,591 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $706,183 | 4,236 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $763,241 | 4,173 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $768,717 | 4,662 | Shares | Defined | 2024-02-14 | |
| 2023-06-30 | $209,310 | 1,293 | Shares | Defined | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||