Position in SMR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$23,169
-$1,871 QoQ
Shares Held
2,310
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#382
of 514 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SMR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026ALBION FINANCIAL GROUP /UT holds $15,283,651 across 17 Specialty Industrial Machinery names. SMR ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
11,896 | $13,976,134 | |
| 2 | XYL |
Xylem Inc.
|
8,663 | $1,024,053 | |
| 3 | GNRC |
Generac Holdings Inc.
|
350 | $102,483 | |
| 4 | CMI |
Cummins Inc
|
53 | $37,800 | |
| 5 | EMR |
Emerson Electric Co
|
251 | $35,930 | |
| 6 | ROK |
Rockwell Automation, Inc
|
57 | $28,219 | |
| 7 | ITW |
Illinois Tool Works Inc
|
94 | $25,424 | |
| 8 | SMR |
NUSCALE POWER Corp
This page
|
2,310 | $23,169 |
All Filings in SMR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,169 | 2,310 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $25,040 | 2,310 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $32,732 | 2,310 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $73,620 | 2,045 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $80,900 | 2,045 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $22,939 | 1,620 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $15,061 | 840 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $9,727 | 840 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $9,819 | 840 | Shares | Sole | 2024-07-10 | |
| No filing history on record for this holder in this stock. | ||||||