Position in AME
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$637,511
+$71,601 QoQ
Shares Held
2,635
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#730
of 1,197 holders
Holding Since
Sep 2020
24 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, 2026Modera Wealth Management, LLC holds $60,920,786 across 11 Specialty Industrial Machinery names. AME ranks #9 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
190,231 | $27,231,567 | |
| 2 | DOV |
DOVER Corp
|
87,646 | $19,657,244 | |
| 3 | OTIS |
Otis Worldwide Corp
|
60,554 | $4,335,666 | |
| 4 | GEV |
GE Vernova Inc.
|
2,279 | $2,677,505 | |
| 5 | ETN |
Eaton Corp plc
|
4,099 | $1,746,665 | |
| 6 | ITW |
Illinois Tool Works Inc
|
6,274 | $1,696,928 | |
| 7 | CMI |
Cummins Inc
|
2,142 | $1,527,695 | |
| 8 | ROK |
Rockwell Automation, Inc
|
1,303 | $645,089 |
All Filings in AME
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $637,511 | 2,635 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $565,910 | 2,640 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $543,660 | 2,648 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $538,620 | 2,865 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $525,326 | 2,903 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $504,198 | 2,929 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $562,411 | 3,120 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $549,472 | 3,200 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $541,974 | 3,251 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,064,843 | 5,822 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $957,351 | 5,806 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $321,969 | 2,179 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $352,736 | 2,179 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $310,424 | 2,136 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $382,273 | 2,736 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $310,289 | 2,736 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $300,988 | 2,739 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $366,245 | 2,750 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $639,918 | 4,352 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $339,167 | 2,735 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $364,989 | 2,734 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $348,702 | 2,730 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $330,045 | 2,729 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $203,968 | 2,052 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||