Pinnacle Wealth Management Advisory Group, LLC
Position in SMERY — Siemens Energy AG/ADR
CIK 1631864
RED BANK, NJ
Position in SMERY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,364,107
+$2,364,107 QoQ
Shares Held
61,985
+400.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1
of 6 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, 2026Pinnacle Wealth Management Advisory Group, LLC holds $20,115,807 across 13 Specialty Industrial Machinery names. SMERY ranks #3 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITW |
Illinois Tool Works Inc
|
20,071 | $5,428,603 | |
| 2 | CMI |
Cummins Inc
|
4,427 | $3,157,380 | |
| 3 | SMERY |
Siemens Energy AG/ADR
This page
|
61,985 | $2,364,107 | |
| 4 | GEV |
GE Vernova Inc.
|
1,878 | $2,206,387 | |
| 5 | ETN |
Eaton Corp plc
|
4,512 | $1,922,653 | |
| 6 | EMR |
Emerson Electric Co
|
7,978 | $1,142,050 | |
| 7 | ROK |
Rockwell Automation, Inc
|
2,180 | $1,079,274 | |
| 8 | PH |
Parker-Hannifin Corp
|
780 | $762,933 |
All Filings in SMERY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,364,107 | 61,985 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | — | 12,397 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||