Position in AME
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$463,315
+$66,321 QoQ
Shares Held
1,915
+3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#791
of 1,193 holders
Holding Since
Dec 2021
7 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $50,682,505 across 20 Specialty Industrial Machinery names. AME ranks #11 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
14,962 | $10,671,048 | |
| 2 | ETN |
Eaton Corp plc
|
21,338 | $9,092,548 | |
| 3 | GEV |
GE Vernova Inc.
|
7,713 | $9,061,695 | |
| 4 | PH |
Parker-Hannifin Corp
|
8,454 | $8,269,026 | |
| 5 | EMR |
Emerson Electric Co
|
25,002 | $3,579,036 | |
| 6 | ROK |
Rockwell Automation, Inc
|
5,777 | $2,860,077 | |
| 7 | NDSN |
Nordson Corp
|
3,809 | $1,149,137 | |
| 8 | ITW |
Illinois Tool Works Inc
|
3,908 | $1,056,996 |
All Filings in AME
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $463,315 | 1,915 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $396,994 | 1,852 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $214,343 | 1,044 | Shares | Sole | 2026-02-12 | |
| 2025-06-30 | $5,247 | 29 | Shares | Sole | 2026-02-03 | |
| 2022-06-30 | $406,593 | 3,700 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $503,154 | 3,778 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $549,782 | 3,739 | Shares | Sole | 2022-02-02 | |
| No filing history on record for this holder in this stock. | ||||||