Position in SMERY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$249,626
New position
Shares Held
6,545
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#12
of 21 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Wealthspire Advisors, LLC holds $27,023,191 across 15 Specialty Industrial Machinery names. SMERY ranks #14 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
6,292 | $7,392,219 | |
| 2 | ETN |
Eaton Corp plc
|
12,974 | $5,528,480 | |
| 3 | ROK |
Rockwell Automation, Inc
|
6,154 | $3,046,722 | |
| 4 | ITW |
Illinois Tool Works Inc
|
7,506 | $2,030,147 | |
| 5 | EMR |
Emerson Electric Co
|
12,383 | $1,772,626 | |
| 6 | PH |
Parker-Hannifin Corp
|
1,712 | $1,674,541 | |
| 7 | DOV |
DOVER Corp
|
6,968 | $1,562,783 | |
| 8 | CMI |
Cummins Inc
|
1,938 | $1,382,200 |
All Filings in SMERY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,626 | 6,545 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||