Position in JBTM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,731,365
+$900,139 QoQ
Shares Held
18,837
+31.5% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#135
of 389 holders
Holding Since
Mar 2021
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JBTM Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $61,305,235 across 18 Specialty Industrial Machinery names. JBTM ranks #7 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
20,883 | $14,893,964 | |
| 2 | ETN |
Eaton Corp plc
|
21,576 | $9,193,965 | |
| 3 | WTS |
Watts Water Technologies Inc
|
20,815 | $8,148,031 | |
| 4 | GEV |
GE Vernova Inc.
|
5,725 | $6,726,073 | |
| 5 | AOS |
Smith A O Corp
|
92,610 | $5,808,499 | |
| 6 | ITW |
Illinois Tool Works Inc
|
13,185 | $3,566,146 | |
| 7 | JBTM |
JBT MAREL Corp
This page
|
18,837 | $2,731,365 | |
| 8 | SXI |
Standex International Corp/De/
|
6,763 | $2,418,922 |
All Filings in JBTM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,731,365 | 18,837 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,831,226 | 14,321 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,242,873 | 14,886 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,146,778 | 15,285 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,869,682 | 15,547 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,677,806 | 13,730 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,534,478 | 12,073 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $973,278 | 9,880 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $495,648 | 5,219 | Shares | Sole | 2024-08-09 | |
| 2021-12-31 | $547,594 | 3,566 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $365,289 | 2,599 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $336,297 | 2,358 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $276,413 | 2,073 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||