Position in AME
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,414,077
+$565,008 QoQ
Shares Held
9,978
+15.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#507
of 1,197 holders
Holding Since
Dec 2021
19 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, 2026Sequoia Financial Advisors, LLC holds $294,974,422 across 33 Specialty Industrial Machinery names. AME ranks #11 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
175,147 | $74,633,639 | |
| 2 | PH |
Parker-Hannifin Corp
|
60,061 | $58,746,865 | |
| 3 | ROK |
Rockwell Automation, Inc
|
91,971 | $45,533,002 | |
| 4 | GEV |
GE Vernova Inc.
|
28,951 | $34,013,371 | |
| 5 | XYL |
Xylem Inc.
|
283,835 | $33,552,135 | |
| 6 | ITT |
Itt Inc.
|
44,405 | $8,781,532 | |
| 7 | RRX |
Regal Rexnord Corp
|
24,910 | $5,933,312 | |
| 8 | CMI |
Cummins Inc
|
7,783 | $5,550,913 |
All Filings in AME
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,414,077 | 9,978 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,849,069 | 8,626 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,786,402 | 8,701 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,132,700 | 6,025 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $993,289 | 5,489 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $951,245 | 5,526 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,022,074 | 5,670 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $872,115 | 5,079 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $858,723 | 5,151 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $887,979 | 4,855 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $963,287 | 5,842 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $593,108 | 4,014 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $639,587 | 3,951 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $578,558 | 3,981 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $518,500 | 3,711 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $304,505 | 2,685 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $287,582 | 2,617 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $316,835 | 2,379 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $246,880 | 1,679 | Shares | Sole | 2022-02-22 | |
| No filing history on record for this holder in this stock. | ||||||