Position in AME
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$20,858,856
+$5,816,143 QoQ
Shares Held
86,215
+22.9% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#232
of 1,197 holders
Holding Since
Mar 2020
26 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, 2026Creative Planning holds $761,520,397 across 51 Specialty Industrial Machinery names. AME ranks #10 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
111,352 | $130,823,009 | |
| 2 | ETN |
Eaton Corp plc
|
246,115 | $104,874,523 | |
| 3 | CMI |
Cummins Inc
|
91,743 | $65,432,025 | |
| 4 | DOV |
DOVER Corp
|
258,125 | $57,892,274 | |
| 5 | PH |
Parker-Hannifin Corp
|
52,933 | $51,774,825 | |
| 6 | EMR |
Emerson Electric Co
|
291,203 | $41,685,709 | |
| 7 | ITW |
Illinois Tool Works Inc
|
104,594 | $28,289,538 | |
| 8 | ROK |
Rockwell Automation, Inc
|
48,141 | $23,833,646 |
All Filings in AME
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,858,856 | 86,215 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $15,042,713 | 70,175 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $11,200,481 | 54,554 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,913,832 | 47,414 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $6,337,580 | 35,022 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $5,025,799 | 29,196 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,172,559 | 28,695 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,367,271 | 25,434 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $3,992,031 | 23,946 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $4,174,692 | 22,825 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,247,343 | 19,694 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,706,962 | 18,320 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $2,959,328 | 18,281 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $2,309,002 | 15,888 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,285,260 | 16,356 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,481,361 | 13,062 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,302,416 | 11,852 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,411,006 | 25,612 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,747,167 | 25,484 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,136,708 | 25,294 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,431,921 | 10,726 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,284,832 | 25,717 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,096,668 | 25,605 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,484,006 | 24,990 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,171,691 | 24,300 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,654,083 | 22,967 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||