Position in AME
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$353,290,788
+$38,589,982 QoQ
Shares Held
1,648,119
+7.5% QoQ
Ownership
0.719%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 22.033785181773887.ToString("F0")%
Shared 0.ToString("F0")%
None 77.9662148182261.ToString("F0")%
Common Shares in AME Over Time
Shares Held
Position Value (USD)
Derivatives in AME
reported options exposure · as of Sep 30, 2025CallValue
$4,775,200
CallShares
25,400
PutValue
$5,865,600
PutShares
31,200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $17,798,448,521 across 57 Specialty Industrial Machinery names. AME ranks #9 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
12,083,030 | $4,321,737,337 | |
| 2 | PH |
Parker-Hannifin Corp
|
3,483,595 | $3,118,653,585 | |
| 3 | EMR |
Emerson Electric Co
|
19,941,844 | $2,612,780,398 | |
| 4 | GEV |
GE Vernova Inc.
|
2,598,178 | $2,267,949,571 | |
| 5 | CMI |
Cummins Inc
|
1,757,248 | $945,434,566 | |
| 6 | ITW |
Illinois Tool Works Inc
|
3,005,659 | $782,342,977 | |
| 7 | DOV |
DOVER Corp
|
2,801,530 | $583,978,925 | |
| 8 | ROK |
Rockwell Automation, Inc
|
1,046,789 | $375,671,633 |
All Filings in AME
Export CSV
34 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $353,290,788 | 1,648,119 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $314,700,806 | 1,532,808 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $5,865,600 | 31,200 | Put | Defined | 2026-02-03 | |
| 2025-09-30 | $4,775,200 | 25,400 | Call | Defined | 2026-02-03 | |
| 2025-09-30 | $317,068,768 | 1,686,536 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $282,164,047 | 1,559,262 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $2,660,112 | 14,700 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $3,438,240 | 19,000 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $4,578,924 | 26,600 | Put | Defined | 2025-05-15 | |
| 2025-03-31 | $270,434,690 | 1,571,016 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $2,100,108 | 12,200 | Call | Defined | 2025-05-15 | |
| 2024-12-31 | $272,567,718 | 1,512,081 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $3,442,966 | 19,100 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $504,728 | 2,800 | Put | Defined | 2025-02-14 | |
| 2024-09-30 | $208,388,286 | 1,213,606 | Shares | Defined | 2025-03-18 | |
| 2024-06-30 | $252,491,795 | 1,514,557 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $166,707,862 | 911,470 | Shares | Defined | 2025-03-18 | |
| 2023-12-31 | $189,143,007 | 1,147,086 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $183,769,700 | 1,243,704 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $203,328,560 | 1,256,045 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $195,392,111 | 1,344,472 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $210,265,042 | 1,504,903 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $163,366,534 | 1,440,495 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $156,753,467 | 1,426,458 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $206,202,324 | 1,548,298 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $245,222,427 | 1,667,726 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $182,243,853 | 1,469,590 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $182,756,558 | 1,368,963 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $150,672,604 | 1,179,618 | Shares | Defined | 2021-05-14 | |
| 2021-03-31 | $766,380 | 6,000 | Put | Defined | 2021-05-14 | |
| 2020-12-31 | $140,352,801 | 1,160,516 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $132,927,518 | 1,337,299 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $101,337,980 | 1,133,915 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $79,406,441 | 1,102,561 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||