Position in CXT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,939
+$814 QoQ
Shares Held
77
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#294
of 352 holders
Holding Since
Dec 2024
7 quarters on record
Common Shares in CXT Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Spire Wealth Management holds $16,398,265 across 32 Specialty Industrial Machinery names. CXT ranks #29 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
7,508 | $8,820,848 | |
| 2 | ETN |
Eaton Corp plc
|
7,322 | $3,120,050 | |
| 3 | SYM |
Symbotic Inc.
|
28,730 | $1,291,413 | |
| 4 | PH |
Parker-Hannifin Corp
|
660 | $645,558 | |
| 5 | CMI |
Cummins Inc
|
880 | $627,624 | |
| 6 | EMR |
Emerson Electric Co
|
4,170 | $596,935 | |
| 7 | DOV |
DOVER Corp
|
1,240 | $278,107 | |
| 8 | GHM |
Graham Corp
|
1,501 | $185,808 |
All Filings in CXT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,939 | 77 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,125 | 77 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,624 | 77 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $5,164 | 77 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,150 | 77 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,957 | 77 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,482 | 77 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||