Position in AME
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,380,682
+$634,120 QoQ
Shares Held
26,373
-1.6% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#380
of 1,193 holders
Holding Since
Dec 2025
3 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, 2026Concurrent Investment Advisors, LLC holds $110,237,656 across 27 Specialty Industrial Machinery names. AME ranks #7 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
26,216 | $30,800,129 | |
| 2 | ETN |
Eaton Corp plc
|
40,620 | $17,308,994 | |
| 3 | CMI |
Cummins Inc
|
14,086 | $10,046,275 | |
| 4 | EMR |
Emerson Electric Co
|
66,724 | $9,551,539 | |
| 5 | PH |
Parker-Hannifin Corp
|
7,332 | $7,171,575 | |
| 6 | ITW |
Illinois Tool Works Inc
|
25,394 | $6,868,314 | |
| 7 | AME |
Ametek Inc/
This page
|
26,373 | $6,380,682 | |
| 8 | GNRC |
Generac Holdings Inc.
|
19,826 | $5,805,250 |
All Filings in AME
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,380,682 | 26,373 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $5,746,562 | 26,808 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,668,953 | 22,741 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||