CM WEALTH ADVISORS LLC

Position in RRX — Regal Rexnord Corp

CIK 1764581 BEACHWOOD, OH

Position in RRX

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$318,936

-$11,577 QoQ

Shares Held

1,339

-24.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#401

of 604 holders

Holding Since

Mar 2023

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

CM WEALTH ADVISORS LLC holds $5,417,977 across 4 Specialty Industrial Machinery names. RRX ranks #3 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PKOH	Park Ohio Holdings Corp	111,892	$4,302,247
2	GHM	Graham Corp	4,045	$500,730
3	RRX	Regal Rexnord Corp This page	1,339	$318,936
4	GEV	GE Vernova Inc.	252	$296,064

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$318,936	1,339	-24.1%	Shares	Sole	2026-08-10
2026-03-31	$330,513	1,765	-3.4%	Shares	Sole	2026-05-08
2025-12-31	$256,504	1,828	+17.8%	Shares	Sole	2026-01-26
2024-03-31	$279,515	1,552	-64.1%	Shares	Sole	2024-05-13
2023-03-31	$546	4,327	—	Shares	Sole	2023-05-01
No filing history on record for this holder in this stock.