Position in AME
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$506,138
+$238,617 QoQ
Shares Held
2,092
+67.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#773
of 1,193 holders
Holding Since
Jun 2024
9 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, 2026MISSION WEALTH MANAGEMENT, LP holds $28,881,032 across 16 Specialty Industrial Machinery names. AME ranks #11 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
6,990 | $8,212,271 | |
| 2 | ETN |
Eaton Corp plc
|
11,059 | $4,712,461 | |
| 3 | CMI |
Cummins Inc
|
6,365 | $4,539,581 | |
| 4 | DOV |
DOVER Corp
|
9,700 | $2,175,516 | |
| 5 | EMR |
Emerson Electric Co
|
13,386 | $1,916,205 | |
| 6 | XYL |
Xylem Inc.
|
11,452 | $1,353,740 | |
| 7 | ITW |
Illinois Tool Works Inc
|
4,023 | $1,088,100 | |
| 8 | IR |
Ingersoll Rand Inc.
|
12,596 | $1,032,746 |
All Filings in AME
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $506,138 | 2,092 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $267,521 | 1,248 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $253,557 | 1,235 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $225,412 | 1,199 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $224,209 | 1,239 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $221,544 | 1,287 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $232,535 | 1,290 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $217,728 | 1,268 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $375,264 | 2,251 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||