Position in AME
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$663,878
-$55,721 QoQ
Shares Held
2,744
-18.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#160
of 352 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $22,340,279 across 55 Specialty Industrial Machinery names. AME ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GNRC |
Generac Holdings Inc.
|
22,479 | $6,582,072 | |
| 2 | GEV |
GE Vernova Inc.
|
3,242 | $3,808,891 | |
| 3 | ETN |
Eaton Corp plc
|
6,126 | $2,610,404 | |
| 4 | CMI |
Cummins Inc
|
1,803 | $1,285,914 | |
| 5 | PH |
Parker-Hannifin Corp
|
1,270 | $1,242,206 | |
| 6 | SYM |
Symbotic Inc.
|
19,858 | $892,614 | |
| 7 | AME |
Ametek Inc/
This page
|
2,744 | $663,878 | |
| 8 | EMR |
Emerson Electric Co
|
4,112 | $588,627 |
All Filings in AME
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $663,878 | 2,744 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $719,599 | 3,357 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $550,635 | 2,682 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $534,672 | 2,844 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $456,559 | 2,523 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $257,345 | 1,495 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $262,455 | 1,456 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $249,834 | 1,455 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $155,038 | 930 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $164,424 | 899 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $138,175 | 838 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $127,811 | 865 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $139,377 | 861 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $135,301 | 931 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $130,917 | 937 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $115,109 | 1,015 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $117,361 | 1,068 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $89,496 | 672 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $17,643 | 120 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||