Position in FLS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$30,183
+$7,836 QoQ
Shares Held
407
+33.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#489
of 583 holders
Holding Since
Dec 2020
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FLS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $181,060,208 across 15 Specialty Industrial Machinery names. FLS ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
144,680 | $169,978,744 | |
| 2 | PH |
Parker-Hannifin Corp
|
6,940 | $6,788,152 | |
| 3 | ETN |
Eaton Corp plc
|
9,399 | $4,005,101 | |
| 4 | EMR |
Emerson Electric Co
|
636 | $91,043 | |
| 5 | CMI |
Cummins Inc
|
99 | $70,607 | |
| 6 | ROK |
Rockwell Automation, Inc
|
69 | $34,160 | |
| 7 | FLS |
Flowserve Corp
This page
|
407 | $30,183 | |
| 8 | ITW |
Illinois Tool Works Inc
|
105 | $28,399 |
All Filings in FLS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,183 | 407 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $22,347 | 304 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $18,524 | 267 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $5,314 | 100 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $5,235 | 100 | Shares | Sole | 2025-07-18 | |
| 2021-03-31 | $5,394 | 139 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $5,048 | 137 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||