Cooper Financial Group

Position in AME — Ametek Inc/

CIK 1751581 IRVINE, CA

Position in AME

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$281,134

+$35,907 QoQ

Shares Held

1,162

+1.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#888

of 1,193 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Cooper Financial Group holds $7,628,662 across 11 Specialty Industrial Machinery names. AME ranks #5 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	6,331	$2,697,765
2	GEV	GE Vernova Inc.	1,391	$1,634,230
3	PH	Parker-Hannifin Corp	865	$846,073
4	OTIS	Otis Worldwide Corp	8,723	$624,566
5	AME	Ametek Inc/ This page	1,162	$281,134
6	EMR	Emerson Electric Co	1,900	$271,985
7	ITW	Illinois Tool Works Inc	996	$269,388
8	IR	Ingersoll Rand Inc.	3,272	$268,271

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$281,134	1,162	+1.6%	Shares	Sole	2026-07-08
2026-03-31	$245,227	1,144	+2.8%	Shares	Sole	2026-04-07
2025-12-31	$228,510	1,113	+1.9%	Shares	Sole	2026-01-08
2025-09-30	$205,296	1,092	-72.1%	Shares	Sole	2025-10-07
2025-06-30	$707,915	3,912	-34.8%	Shares	Sole	2025-07-18
2025-03-31	$1,033,528	6,004	+4.0%	Shares	Sole	2025-05-12
2024-12-31	$1,040,280	5,771	+7.0%	Shares	Sole	2025-01-13
2024-09-30	$926,375	5,395	-5.0%	Shares	Sole	2024-11-14
2024-06-30	$947,079	5,681	+9.2%	Shares	Sole	2024-07-15
2024-03-31	$951,628	5,203	-18.5%	Shares	Sole	2024-04-11
2023-12-31	$1,052,657	6,384	+0.6%	Shares	Sole	2024-01-16
2023-09-30	$937,537	6,345	+5.2%	Shares	Sole	2023-10-13
2023-06-30	$976,460	6,032	+2.7%	Shares	Sole	2023-07-07
2023-03-31	$853,232	5,871	+10.2%	Shares	Sole	2023-05-11
2022-12-31	$744,148	5,326	+2.1%	Shares	Sole	2023-01-13
2022-09-30	$591,773	5,218	+8.1%	Shares	Sole	2022-10-13
2022-06-30	$530,658	4,829	-2.5%	Shares	Sole	2022-07-11
2022-03-31	$659,906	4,955	+14.9%	Shares	Sole	2022-04-25
2021-12-31	$634,036	4,312	+0.5%	Shares	Sole	2022-02-11
2021-09-30	$531,878	4,289	+8.1%	Shares	Sole	2021-10-06
2021-06-30	$529,594	3,967	+6.1%	Shares	Sole	2021-07-12
2021-03-31	$477,454	3,738	-1.9%	Shares	Sole	2021-05-17
2020-12-31	$461,023	3,812	-1.3%	Shares	Sole	2021-02-16
2020-09-30	$383,783	3,861	-4.1%	Shares	Sole	2020-10-09
2020-06-30	$359,982	4,028	+33.4%	Shares	Sole	2020-07-15
2020-03-31	$217,428	3,019	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.