Winch Advisory Services, LLC

Position in SMR — NUSCALE POWER Corp

CIK 1585822 Appleton, WI

Position in SMR

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$14,262

-$1,152 QoQ

Shares Held

1,422

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#401

of 518 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Winch Advisory Services, LLC holds $241,674 across 7 Specialty Industrial Machinery names. SMR ranks #5 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	215	$91,615
2	CMI	Cummins Inc	84	$59,909
3	ITW	Illinois Tool Works Inc	190	$51,389
4	DOV	DOVER Corp	104	$23,325
5	SMR	NUSCALE POWER Corp This page	1,422	$14,262
6	GEV	GE Vernova Inc.	1	$1,174
7	TPICQ	Tpi Composites, Inc	19	$0

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,262	1,422	0.0%	Shares	Sole	2026-08-06
2026-03-31	$15,414	1,422	0.0%	Shares	Sole	2026-04-30
2025-12-31	$20,149	1,422	+137.8%	Shares	Sole	2026-02-03
2025-09-30	$21,528	598	+8.7%	Shares	Sole	2025-11-12
2025-06-30	$21,758	550	+68.2%	Shares	Sole	2025-08-07
2025-03-31	$4,630	327	—	Shares	Sole	2025-05-06
No filing history on record for this holder in this stock.