Position in AME
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$376,458
+$51,489 QoQ
Shares Held
1,556
+2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#828
of 1,193 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AME Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Sowell Financial Services LLC holds $15,055,777 across 17 Specialty Industrial Machinery names. AME ranks #9 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
4,884 | $5,738,016 | |
| 2 | CMI |
Cummins Inc
|
3,472 | $2,476,265 | |
| 3 | ITW |
Illinois Tool Works Inc
|
5,357 | $1,448,907 | |
| 4 | ETN |
Eaton Corp plc
|
1,911 | $814,315 | |
| 5 | ROK |
Rockwell Automation, Inc
|
1,392 | $689,151 | |
| 6 | PH |
Parker-Hannifin Corp
|
655 | $640,668 | |
| 7 | EMR |
Emerson Electric Co
|
3,836 | $549,123 | |
| 8 | SMR |
NUSCALE POWER Corp
|
42,235 | $423,617 |
All Filings in AME
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $376,458 | 1,556 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $324,969 | 1,516 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $346,357 | 1,687 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $272,036 | 1,447 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $294,783 | 1,629 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $293,154 | 1,703 | Shares | Sole | 2025-04-17 | |
| 2021-03-31 | $7,536 | 59 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $6,530 | 54 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $6,361 | 64 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $5,809 | 65 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,889 | 54 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||