Position in SMR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,825,521
+$3,566,545 QoQ
Shares Held
381,408
+1496.5% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#58
of 518 holders
Holding Since
Dec 2024
7 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, 2026AE Wealth Management LLC holds $201,926,188 across 23 Specialty Industrial Machinery names. SMR ranks #8 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTS |
Watts Water Technologies Inc
|
157,140 | $61,512,421 | |
| 2 | GGG |
Graco Inc
|
562,246 | $42,511,387 | |
| 3 | DOV |
DOVER Corp
|
115,322 | $25,864,389 | |
| 4 | EMR |
Emerson Electric Co
|
139,937 | $20,031,944 | |
| 5 | GEV |
GE Vernova Inc.
|
16,767 | $19,698,853 | |
| 6 | PH |
Parker-Hannifin Corp
|
9,881 | $9,664,780 | |
| 7 | ETN |
Eaton Corp plc
|
13,719 | $5,845,915 | |
| 8 | SMR |
NUSCALE POWER Corp
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|
381,408 | $3,825,521 |
All Filings in SMR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,825,521 | 381,408 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $258,976 | 23,891 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,658,880 | 117,070 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $817,956 | 22,721 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $403,469 | 10,199 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $150,375 | 10,620 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $198,097 | 11,049 | Shares | Other | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||