Position in AME
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$725
+$82 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,172
of 1,193 holders
Holding Since
Sep 2023
6 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, 2026Mascoma Wealth Management LLC holds $560,041 across 11 Specialty Industrial Machinery names. AME ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
296 | $126,131 | |
| 2 | EMR |
Emerson Electric Co
|
727 | $104,070 | |
| 3 | GEV |
GE Vernova Inc.
|
88 | $103,387 | |
| 4 | XYL |
Xylem Inc.
|
800 | $94,568 | |
| 5 | ITW |
Illinois Tool Works Inc
|
210 | $56,798 | |
| 6 | ROK |
Rockwell Automation, Inc
|
50 | $24,754 | |
| 7 | PH |
Parker-Hannifin Corp
|
23 | $22,496 | |
| 8 | OTIS |
Otis Worldwide Corp
|
250 | $17,900 |
All Filings in AME
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $725 | 3 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $643 | 3 | Shares | Sole | 2026-04-30 | |
| 2024-06-30 | $41,177 | 247 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $45,176 | 247 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $40,727 | 247 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $36,496 | 247 | Shares | Sole | 2023-10-13 | |
| No filing history on record for this holder in this stock. | ||||||