Position in SMERY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$57,972
New position
Shares Held
1,520
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#5
of 6 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Financial Gravity Companies, Inc. holds $629,483 across 14 Specialty Industrial Machinery names. SMERY ranks #3 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
334 | $392,403 | |
| 2 | ROK |
Rockwell Automation, Inc
|
120 | $59,409 | |
| 3 | SMERY |
Siemens Energy AG/ADR
This page
|
1,520 | $57,972 | |
| 4 | XYL |
Xylem Inc.
|
376 | $44,446 | |
| 5 | ITT |
Itt Inc.
|
172 | $34,014 | |
| 6 | ETN |
Eaton Corp plc
|
32 | $13,635 | |
| 7 | CMI |
Cummins Inc
|
8 | $5,705 | |
| 8 | GTES |
Gates Industrial Corp Ltd.
|
199 | $5,566 |
All Filings in SMERY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,972 | 1,520 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||