Position in FLS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$223,295
+$1,957 QoQ
Shares Held
3,011
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#424
of 583 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FLS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Connecticut Wealth Management, LLC holds $18,299,264 across 11 Specialty Industrial Machinery names. FLS ranks #11 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OTIS |
Otis Worldwide Corp
|
94,662 | $6,777,799 | |
| 2 | GEV |
GE Vernova Inc.
|
1,979 | $2,325,047 | |
| 3 | CMI |
Cummins Inc
|
2,814 | $2,006,972 | |
| 4 | ROK |
Rockwell Automation, Inc
|
3,516 | $1,740,701 | |
| 5 | PH |
Parker-Hannifin Corp
|
1,365 | $1,335,133 | |
| 6 | ITW |
Illinois Tool Works Inc
|
3,898 | $1,054,292 | |
| 7 | AME |
Ametek Inc/
|
4,119 | $996,550 | |
| 8 | EMR |
Emerson Electric Co
|
4,728 | $676,813 |
All Filings in FLS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,295 | 3,011 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $221,338 | 3,011 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||