Position in SMR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$198,924
+$61,668 QoQ
Shares Held
19,833
+56.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#255
of 518 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in SMR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $1,142,980 across 16 Specialty Industrial Machinery names. SMR ranks #3 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
372 | $437,047 | |
| 2 | ITW |
Illinois Tool Works Inc
|
832 | $225,031 | |
| 3 | SMR |
NUSCALE POWER Corp
This page
|
19,833 | $198,924 | |
| 4 | AME |
Ametek Inc/
|
292 | $70,646 | |
| 5 | DOV |
DOVER Corp
|
237 | $53,154 | |
| 6 | EMR |
Emerson Electric Co
|
241 | $34,499 | |
| 7 | NDSN |
Nordson Corp
|
109 | $32,884 | |
| 8 | GNRC |
Generac Holdings Inc.
|
84 | $24,596 |
All Filings in SMR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $198,924 | 19,833 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $137,256 | 12,662 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $143,896 | 10,155 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $378,432 | 10,512 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $394,769 | 9,979 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $141,444 | 9,989 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||