Position in SMERY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,267,041
-$2,145,661 QoQ
Shares Held
59,440
-54.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#5
of 21 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SMERY Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026L & S Advisors Inc holds $47,903,270 across 6 Specialty Industrial Machinery names. SMERY ranks #5 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
30,393 | $12,951,065 | |
| 2 | CMI |
Cummins Inc
|
15,881 | $11,326,488 | |
| 3 | ROK |
Rockwell Automation, Inc
|
20,767 | $10,281,326 | |
| 4 | DOV |
DOVER Corp
|
41,074 | $9,212,076 | |
| 5 | SMERY |
Siemens Energy AG/ADR
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|
59,440 | $2,267,041 | |
| 6 | PH |
Parker-Hannifin Corp
|
1,907 | $1,865,274 |
All Filings in SMERY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,267,041 | 59,440 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,412,702 | 26,154 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||