Position in SMERY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$17,353
+$14,317 QoQ
Shares Held
455
+405.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#18
of 21 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMERY Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026IMA Advisory Services, Inc. holds $4,758,647 across 17 Specialty Industrial Machinery names. SMERY ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GNRC |
Generac Holdings Inc.
|
7,308 | $2,139,855 | |
| 2 | ITW |
Illinois Tool Works Inc
|
5,412 | $1,463,783 | |
| 3 | OTIS |
Otis Worldwide Corp
|
9,020 | $645,832 | |
| 4 | GEV |
GE Vernova Inc.
|
287 | $337,184 | |
| 5 | ROK |
Rockwell Automation, Inc
|
125 | $61,885 | |
| 6 | CMI |
Cummins Inc
|
50 | $35,660 | |
| 7 | ETN |
Eaton Corp plc
|
53 | $22,584 | |
| 8 | SMERY |
Siemens Energy AG/ADR
This page
|
455 | $17,353 |
All Filings in SMERY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,353 | 455 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,036 | 18 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||