Position in CXT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$13,659
+$4,935 QoQ
Shares Held
267
+24.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#270
of 351 holders
Holding Since
Sep 2023
10 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, 2026EverSource Wealth Advisors, LLC holds $22,320,520 across 54 Specialty Industrial Machinery names. CXT ranks #39 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GNRC |
Generac Holdings Inc.
|
22,479 | $6,582,072 | |
| 2 | GEV |
GE Vernova Inc.
|
3,242 | $3,808,891 | |
| 3 | ETN |
Eaton Corp plc
|
6,126 | $2,610,404 | |
| 4 | CMI |
Cummins Inc
|
1,803 | $1,285,914 | |
| 5 | PH |
Parker-Hannifin Corp
|
1,270 | $1,242,206 | |
| 6 | SYM |
Symbotic Inc.
|
19,858 | $892,614 | |
| 7 | AME |
Ametek Inc/
|
2,744 | $663,878 | |
| 8 | EMR |
Emerson Electric Co
|
4,112 | $588,627 |
All Filings in CXT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,659 | 267 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $8,724 | 215 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $14,542 | 309 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $38,228 | 570 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $33,794 | 627 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $770 | 15 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $873 | 15 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,683 | 30 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,228 | 20 | Shares | Sole | 2024-08-13 | |
| 2023-09-30 | $889 | 16 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||