Allegiance Financial Group Advisory Services LLC

Position in AME — Ametek Inc/

CIK 1964068 VIENNA, VA

Back to AME Full portfolio

Position in AME

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$304,844

+$23,390 QoQ

Shares Held

1,260

-4.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#870

of 1,193 holders

Holding Since

Jun 2025

5 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, 2026

Allegiance Financial Group Advisory Services LLC holds $1,911,484 across 4 Specialty Industrial Machinery names. AME ranks #2 (15.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	981	$1,152,537
2	AME	Ametek Inc/ This page	1,260	$304,844
3	CMI	Cummins Inc	354	$252,476
4	DOV	DOVER Corp	899	$201,627

All Filings in AME

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5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$304,844	1,260	-4.0%	Shares	Sole	2026-07-27
2026-03-31	$281,454	1,313	+4.7%	Shares	Sole	2026-05-08
2025-12-31	$257,458	1,254	+4.0%	Shares	Sole	2026-02-03
2025-09-30	$226,728	1,206	-0.3%	Shares	Sole	2025-10-30
2025-06-30	$218,961	1,210	—	Shares	Sole	2025-07-23
No filing history on record for this holder in this stock.