Position in SMR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$325,854
+$113,850 QoQ
Shares Held
32,488
+451.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#211
of 518 holders
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in SMR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Meridian Wealth Management, LLC holds $20,675,710 across 9 Specialty Industrial Machinery names. SMR ranks #8 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
7,437 | $8,737,433 | |
| 2 | EMR |
Emerson Electric Co
|
34,358 | $4,918,347 | |
| 3 | ETN |
Eaton Corp plc
|
5,405 | $2,303,178 | |
| 4 | PH |
Parker-Hannifin Corp
|
2,313 | $2,262,391 | |
| 5 | ITW |
Illinois Tool Works Inc
|
2,827 | $764,618 | |
| 6 | CMI |
Cummins Inc
|
805 | $574,134 | |
| 7 | ROK |
Rockwell Automation, Inc
|
1,157 | $572,807 | |
| 8 | SMR |
NUSCALE POWER Corp
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|
32,488 | $325,854 |
All Filings in SMR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,854 | 32,488 | Shares | Sole | 2026-08-05 | |
| 2025-09-30 | $212,004 | 5,889 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $231,149 | 5,843 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||