Position in CXT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,630,673
+$359,598 QoQ
Shares Held
31,874
+1.8% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#115
of 351 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CXT Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $61,305,235 across 18 Specialty Industrial Machinery names. CXT ranks #9 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
20,883 | $14,893,964 | |
| 2 | ETN |
Eaton Corp plc
|
21,576 | $9,193,965 | |
| 3 | WTS |
Watts Water Technologies Inc
|
20,815 | $8,148,031 | |
| 4 | GEV |
GE Vernova Inc.
|
5,725 | $6,726,073 | |
| 5 | AOS |
Smith A O Corp
|
92,610 | $5,808,499 | |
| 6 | ITW |
Illinois Tool Works Inc
|
13,185 | $3,566,146 | |
| 7 | JBTM |
JBT MAREL Corp
|
18,837 | $2,731,365 | |
| 8 | SXI |
Standex International Corp/De/
|
6,763 | $2,418,922 |
All Filings in CXT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,630,673 | 31,874 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,271,075 | 31,315 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,131,280 | 24,034 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,157,105 | 32,162 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,680,979 | 31,187 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,373,408 | 26,720 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,467,609 | 25,208 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $869,998 | 15,508 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||