Position in SMERY
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$223,691
New position
Shares Held
5,865
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#4
of 6 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 3%
Shared 0%
None 97%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Diversified Trust Co holds $51,194,296 across 26 Specialty Industrial Machinery names. SMERY ranks #25 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
9,117 | $10,711,198 | |
| 2 | CMI |
Cummins Inc
|
9,166 | $6,537,282 | |
| 3 | FLS |
Flowserve Corp
|
77,124 | $5,719,515 | |
| 4 | EMR |
Emerson Electric Co
|
34,161 | $4,890,147 | |
| 5 | ETN |
Eaton Corp plc
|
8,187 | $3,488,643 | |
| 6 | ITT |
Itt Inc.
|
11,486 | $2,271,471 | |
| 7 | PH |
Parker-Hannifin Corp
|
2,001 | $1,957,217 | |
| 8 | AME |
Ametek Inc/
|
7,397 | $1,789,630 |
All Filings in SMERY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,691 | 5,865 | Shares | Sole | 2026-07-17 | |
| No filing history on record for this holder in this stock. | ||||||