Position in AME
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,080
-$707 QoQ
Shares Held
21
-22.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,121
of 1,197 holders
Holding Since
Jun 2021
20 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, 2026Strategic Wealth Partners, Ltd. holds $19,168,470 across 18 Specialty Industrial Machinery names. AME ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
103,103 | $14,759,194 | |
| 2 | ETN |
Eaton Corp plc
|
6,725 | $2,865,657 | |
| 3 | GEV |
GE Vernova Inc.
|
566 | $664,970 | |
| 4 | FLS |
Flowserve Corp
|
3,895 | $288,853 | |
| 5 | CMI |
Cummins Inc
|
310 | $221,095 | |
| 6 | PH |
Parker-Hannifin Corp
|
146 | $142,805 | |
| 7 | ROK |
Rockwell Automation, Inc
|
134 | $66,340 | |
| 8 | ITW |
Illinois Tool Works Inc
|
166 | $44,898 |
All Filings in AME
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,080 | 21 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,787 | 27 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,311 | 21 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $10,716 | 57 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $255,515 | 1,412 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $282,287 | 1,566 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $334,319 | 1,947 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $339,754 | 2,038 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $553,089 | 3,024 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $514,127 | 3,118 | Shares | Sole | 2024-05-20 | |
| 2023-09-30 | $495,291 | 3,352 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $542,621 | 3,352 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $487,146 | 3,352 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $517,243 | 3,702 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $433,453 | 3,822 | Shares | Sole | 2023-04-24 | |
| 2022-06-30 | $449,999 | 4,095 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $642,460 | 4,824 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $812,248 | 5,524 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $692,719 | 5,586 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $746,265 | 5,590 | Shares | Sole | 2021-08-25 | |
| No filing history on record for this holder in this stock. | ||||||