Position in AME
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$13,194,681
+$2,846,881 QoQ
Shares Held
54,537
+13.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#271
of 1,193 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in AME Over Time
Shares Held
Position Value (USD)
Derivatives in AME
reported options exposure · as of Sep 30, 2024CallValue
$0
CallShares
0
PutValue
$18,569
PutShares
7,400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $631,413,526 across 47 Specialty Industrial Machinery names. AME ranks #10 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
153,511 | $180,353,933 | |
| 2 | ETN |
Eaton Corp plc
|
314,815 | $134,148,967 | |
| 3 | PH |
Parker-Hannifin Corp
|
46,177 | $45,166,647 | |
| 4 | ITW |
Illinois Tool Works Inc
|
154,783 | $41,864,158 | |
| 5 | EMR |
Emerson Electric Co
|
253,353 | $36,267,481 | |
| 6 | CMI |
Cummins Inc
|
44,354 | $31,633,716 | |
| 7 | FLS |
Flowserve Corp
|
399,358 | $29,616,389 | |
| 8 | ROK |
Rockwell Automation, Inc
|
49,950 | $24,729,246 |
All Filings in AME
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,194,681 | 54,537 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $10,347,800 | 48,273 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $27,932,220 | 136,049 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $25,260,244 | 134,363 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $9,073,153 | 50,139 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $19,829,495 | 115,194 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $20,172,716 | 111,909 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $18,569 | 7,400 | Put | Sole | 2024-10-24 | |
| 2024-09-30 | $19,026,498 | 110,806 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $18,426,623 | 110,531 | Shares | Sole | 2024-07-16 | |
| 2024-06-30 | $1,338 | 1,000 | Put | Sole | 2024-07-16 | |
| 2024-03-31 | $19,952,195 | 109,088 | Shares | Sole | 2024-04-15 | |
| 2024-03-31 | $2,345 | 700 | Put | Sole | 2024-04-15 | |
| 2023-12-31 | $1,943 | 3,700 | Put | Sole | 2024-01-30 | |
| 2023-12-31 | $18,321,257 | 111,112 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $42,797 | 8,100 | Put | Sole | 2023-11-13 | |
| 2023-09-30 | $16,469,181 | 111,459 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||