Position in AME
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$14,679,225
+$1,541,101 QoQ
Shares Held
60,673
-1.0% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#264
of 1,193 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in AME Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026EP Wealth Advisors, LLC holds $141,288,819 across 25 Specialty Industrial Machinery names. AME ranks #4 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
|
96,877 | $47,961,865 | |
| 2 | GEV |
GE Vernova Inc.
|
14,743 | $17,320,960 | |
| 3 | ETN |
Eaton Corp plc
|
35,448 | $15,105,101 | |
| 4 | AME |
Ametek Inc/
This page
|
60,673 | $14,679,225 | |
| 5 | CMI |
Cummins Inc
|
17,817 | $12,707,262 | |
| 6 | PH |
Parker-Hannifin Corp
|
11,562 | $11,309,023 | |
| 7 | EMR |
Emerson Electric Co
|
41,031 | $5,873,587 | |
| 8 | DOV |
DOVER Corp
|
21,455 | $4,811,927 |
All Filings in AME
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,679,225 | 60,673 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $13,138,124 | 61,290 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $13,309,426 | 64,826 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $12,088,489 | 66,802 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,546,505 | 8,984 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,126,805 | 6,251 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,146,164 | 6,675 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,055,274 | 6,330 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,144,771 | 6,259 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,150,602 | 6,978 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $538,141 | 3,642 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $685,885 | 4,237 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $615,763 | 4,237 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $594,089 | 4,252 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $596,373 | 5,427 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $632,471 | 4,749 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $662,709 | 4,507 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $558,665 | 4,505 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $565,239 | 4,234 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $592,028 | 4,635 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $560,556 | 4,635 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $456,643 | 4,594 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $410,565 | 4,594 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $338,998 | 4,707 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||