Position in AME
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,010,037
-$324,557 QoQ
Shares Held
8,308
-23.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#530
of 1,175 holders
Holding Since
Mar 2020
26 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, 2026Integrated Wealth Concepts LLC holds $83,545,468 across 56 Specialty Industrial Machinery names. AME ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
21,149 | $24,847,114 | |
| 2 | ETN |
Eaton Corp plc
|
28,208 | $12,019,992 | |
| 3 | CMI |
Cummins Inc
|
12,425 | $8,861,634 | |
| 4 | ROK |
Rockwell Automation, Inc
|
16,533 | $8,185,157 | |
| 5 | ITW |
Illinois Tool Works Inc
|
21,176 | $5,727,472 | |
| 6 | PH |
Parker-Hannifin Corp
|
3,674 | $3,593,612 | |
| 7 | EMR |
Emerson Electric Co
|
21,846 | $3,127,254 | |
| 8 | AME |
Ametek Inc/
This page
|
8,308 | $2,010,037 |
All Filings in AME
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,010,037 | 8,308 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,334,594 | 10,891 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $632,970 | 3,083 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,342,132 | 7,139 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,817,381 | 10,043 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,642,215 | 9,540 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,648,477 | 9,145 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,602,226 | 9,331 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,624,588 | 9,745 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $2,026,532 | 11,080 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,778,503 | 10,786 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $2,097,600 | 14,196 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $2,297,239 | 14,191 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $335,276 | 2,307 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $298,022 | 2,133 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $252,110 | 2,223 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $234,834 | 2,137 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $309,243 | 2,322 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $956,348 | 6,504 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $801,848 | 6,466 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $795,793 | 5,961 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $741,728 | 5,807 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $629,734 | 5,207 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $426,624 | 4,292 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $327,451 | 3,664 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $220,237 | 3,058 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||