First Command Advisory Services, Inc.
Position in SMERY — Siemens Energy AG/ADR
CIK 1727336
FORT WORTH, TX
Position in SMERY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$49,505
+$38,370 QoQ
Shares Held
1,298
+293.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#17
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, 2026First Command Advisory Services, Inc. holds $2,913,214 across 18 Specialty Industrial Machinery names. SMERY ranks #10 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
2,060 | $1,469,212 | |
| 2 | GEV |
GE Vernova Inc.
|
404 | $474,643 | |
| 3 | ROK |
Rockwell Automation, Inc
|
643 | $318,335 | |
| 4 | ETN |
Eaton Corp plc
|
252 | $107,382 | |
| 5 | EMR |
Emerson Electric Co
|
710 | $101,636 | |
| 6 | OTIS |
Otis Worldwide Corp
|
1,132 | $81,051 | |
| 7 | AOS |
Smith A O Corp
|
1,208 | $75,765 | |
| 8 | DOV |
DOVER Corp
|
263 | $58,985 |
All Filings in SMERY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,505 | 1,298 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $11,135 | 66 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||