Position in GEV
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,002,155
+$254,080 QoQ
Shares Held
853
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,754
of 3,398 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026EXCALIBUR MANAGEMENT CORP holds $5,400,222 across 7 Specialty Industrial Machinery names. GEV ranks #2 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
4,151 | $1,768,824 | |
| 2 | GEV |
GE Vernova Inc.
This page
|
853 | $1,002,155 | |
| 3 | CMI |
Cummins Inc
|
1,060 | $756,002 | |
| 4 | EMR |
Emerson Electric Co
|
4,708 | $673,950 | |
| 5 | ITW |
Illinois Tool Works Inc
|
1,908 | $516,056 | |
| 6 | DOV |
DOVER Corp
|
1,642 | $368,267 | |
| 7 | OTIS |
Otis Worldwide Corp
|
4,399 | $314,968 |
All Filings in GEV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,002,155 | 853 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $748,075 | 857 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $577,102 | 883 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $558,944 | 909 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $483,643 | 914 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $279,025 | 914 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $300,642 | 914 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $221,832 | 870 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||