Center for Financial Planning, Inc.

Position in AME — Ametek Inc/

CIK 1803557 SOUTHFIED, MI

Position in AME

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$17,177

+$1,958 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,061

of 1,193 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Center for Financial Planning, Inc. holds $6,489,550 across 14 Specialty Industrial Machinery names. AME ranks #12 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	4,041	$1,721,950
2	ITW	Illinois Tool Works Inc	3,819	$1,032,924
3	GEV	GE Vernova Inc.	879	$1,032,701
4	EMR	Emerson Electric Co	6,213	$889,390
5	DOV	DOVER Corp	3,074	$689,436
6	CMI	Cummins Inc	727	$518,503
7	ROK	Rockwell Automation, Inc	707	$350,021
8	PH	Parker-Hannifin Corp	127	$124,221

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,177	71	0.0%	Shares	Sole	2026-07-21
2026-03-31	$15,219	71	0.0%	Shares	Sole	2026-05-04
2025-12-31	$14,577	71	0.0%	Shares	Sole	2026-02-05
2025-09-30	$13,348	71	0.0%	Shares	Sole	2025-11-06
2025-06-30	$12,848	71	0.0%	Shares	Sole	2025-08-04
2025-03-31	$12,221	71	0.0%	Shares	Sole	2025-04-22
2024-12-31	$12,798	71	+1320.0%	Shares	Sole	2025-01-30
2022-03-31	$665	5	0.0%	Shares	Sole	2022-05-03
2021-12-31	$735	5	-88.4%	Shares	Sole	2022-02-08
2021-03-31	$5,492	43	0.0%	Shares	Sole	2021-05-10
2020-12-31	$5,200	43	0.0%	Shares	Sole	2021-02-09
2020-09-30	$4,274	43	0.0%	Shares	Sole	2020-11-12
2020-06-30	$3,842	43	-52.7%	Shares	Sole	2020-08-06
2020-03-31	$6,553	91	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.