Position in SMERY
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$0
New position
Shares Held
18
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026IMA Advisory Services, Inc. holds $3,877,865 across 15 Specialty Industrial Machinery names. SMERY ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITW |
Illinois Tool Works Inc
|
6,154 | $1,601,824 | |
| 2 | GNRC |
Generac Holdings Inc.
|
7,209 | $1,408,133 | |
| 3 | OTIS |
Otis Worldwide Corp
|
9,236 | $711,910 | |
| 4 | GEV |
GE Vernova Inc.
|
59 | $51,501 | |
| 5 | ROK |
Rockwell Automation, Inc
|
125 | $44,860 | |
| 6 | ETN |
Eaton Corp plc
|
103 | $36,840 | |
| 7 | CMI |
Cummins Inc
|
20 | $10,760 | |
| 8 | DOV |
DOVER Corp
|
31 | $6,461 |
All Filings in SMERY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | — | 18 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||