Position in AME
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$2,661
-$4,412 QoQ
Shares Held
11
-66.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,138
of 1,193 holders
Holding Since
Sep 2022
16 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, 2026Abound Wealth Management holds $1,119,177 across 22 Specialty Industrial Machinery names. AME ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
741 | $870,571 | |
| 2 | ETN |
Eaton Corp plc
|
132 | $56,247 | |
| 3 | MIDD |
MIDDLEBY Corp
|
384 | $53,151 | |
| 4 | GNRC |
Generac Holdings Inc.
|
143 | $41,871 | |
| 5 | ITW |
Illinois Tool Works Inc
|
117 | $31,644 | |
| 6 | OTIS |
Otis Worldwide Corp
|
250 | $17,900 | |
| 7 | PH |
Parker-Hannifin Corp
|
16 | $15,649 | |
| 8 | PNR |
PENTAIR plc
|
148 | $11,345 |
All Filings in AME
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,661 | 11 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $7,073 | 33 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $5,748 | 28 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $4,888 | 26 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $5,247 | 29 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $4,992 | 29 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $6,849 | 38 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $7,555 | 44 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $6,668 | 40 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $8,230 | 45 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $6,760 | 41 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $6,944 | 47 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $6,798 | 42 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $5,377 | 37 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $3,213 | 23 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $1,701 | 15 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||