Sowell Financial Services LLC
Position in SMR — NUSCALE POWER Corp
CIK 1633697
NORTH LITTLE ROCK, AR
Position in SMR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$423,617
-$24,638 QoQ
Shares Held
42,235
+2.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#181
of 514 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Sowell Financial Services LLC holds $15,055,777 across 17 Specialty Industrial Machinery names. SMR ranks #8 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
4,884 | $5,738,016 | |
| 2 | CMI |
Cummins Inc
|
3,472 | $2,476,265 | |
| 3 | ITW |
Illinois Tool Works Inc
|
5,357 | $1,448,907 | |
| 4 | ETN |
Eaton Corp plc
|
1,911 | $814,315 | |
| 5 | ROK |
Rockwell Automation, Inc
|
1,392 | $689,151 | |
| 6 | PH |
Parker-Hannifin Corp
|
655 | $640,668 | |
| 7 | EMR |
Emerson Electric Co
|
3,836 | $549,123 | |
| 8 | SMR |
NUSCALE POWER Corp
This page
|
42,235 | $423,617 |
All Filings in SMR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $423,617 | 42,235 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $448,255 | 41,352 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $530,553 | 37,442 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,141,056 | 31,696 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,014,516 | 25,645 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $189,729 | 13,399 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $243,543 | 13,583 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||