Position in AME
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,078,084
+$16,145 QoQ
Shares Held
4,456
-10.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#635
of 1,197 holders
Holding Since
Mar 2020
26 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, 2026IFP Advisors, Inc holds $42,332,050 across 58 Specialty Industrial Machinery names. AME ranks #10 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
6,840 | $8,036,042 | |
| 2 | PH |
Parker-Hannifin Corp
|
7,037 | $6,883,030 | |
| 3 | ETN |
Eaton Corp plc
|
10,814 | $4,608,061 | |
| 4 | HURC |
Hurco Companies Inc
|
200,068 | $4,581,557 | |
| 5 | TWIN |
Twin Disc Inc
|
120,357 | $2,792,282 | |
| 6 | CMI |
Cummins Inc
|
3,638 | $2,594,657 | |
| 7 | OTIS |
Otis Worldwide Corp
|
26,109 | $1,869,404 | |
| 8 | JBTM |
JBT MAREL Corp
|
9,874 | $1,431,730 |
All Filings in AME
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,078,084 | 4,456 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,061,939 | 4,954 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $154,393 | 752 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $136,676 | 727 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $68,764 | 380 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $56,634 | 329 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $75,889 | 421 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $67,997 | 396 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $62,849 | 377 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $65,478 | 358 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $60,349 | 366 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $48,760 | 330 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $886,940 | 5,479 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $29,356 | 202 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $56 | 705 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $74,737 | 659 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $51,648 | 470 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $22,640 | 170 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $25,584 | 174 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $19,965 | 161 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $21,226 | 159 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $20,053 | 157 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $18,503 | 153 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $15,208 | 153 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $12,064 | 135 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $17,428 | 242 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||