Position in AME
as of Mar 31, 2026
· filed Aug 10, 2026
Position Value
$239,868
+$7,047 QoQ
Shares Held
1,119
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026SageView Advisory Group, LLC holds $18,760,714 across 17 Specialty Industrial Machinery names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSW |
Csw Industrials, Inc.
|
24,761 | $6,890,986 | |
| 2 | GEV |
GE Vernova Inc.
|
3,070 | $3,606,820 | |
| 3 | CMI |
Cummins Inc
|
2,523 | $1,799,428 | |
| 4 | ETN |
Eaton Corp plc
|
4,193 | $1,786,721 | |
| 5 | PH |
Parker-Hannifin Corp
|
785 | $767,824 | |
| 6 | EMR |
Emerson Electric Co
|
4,303 | $615,974 | |
| 7 | ITW |
Illinois Tool Works Inc
|
1,889 | $510,917 | |
| 8 | FLS |
Flowserve Corp
|
6,165 | $457,196 |
All Filings in AME
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $239,868 | 1,119 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $232,821 | 1,134 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $216,764 | 1,153 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $211,904 | 1,171 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $211,215 | 1,227 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $247,857 | 1,375 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||