Position in SMR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$3,391,373
+$3,161,761 QoQ
Shares Held
338,123
+1496.3% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#63
of 514 holders
Holding Since
Sep 2024
5 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, 2026Corient Private Wealth LLC holds $1,199,282,532 across 39 Specialty Industrial Machinery names. SMR ranks #20 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
295,268 | $210,588,090 | |
| 2 | ETN |
Eaton Corp plc
|
6,329,843 | $191,188,318 | |
| 3 | PH |
Parker-Hannifin Corp
|
173,486 | $169,690,125 | |
| 4 | ITW |
Illinois Tool Works Inc
|
524,153 | $141,767,661 | |
| 5 | EMR |
Emerson Electric Co
|
906,855 | $129,816,293 | |
| 6 | GEV |
GE Vernova Inc.
|
70,867 | $83,258,803 | |
| 7 | ROK |
Rockwell Automation, Inc
|
120,363 | $59,589,313 | |
| 8 | IEX |
Idex Corp /De/
|
215,589 | $48,927,923 |
All Filings in SMR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,391,373 | 338,123 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $229,612 | 21,182 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $292,545 | 20,660 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $378,860 | 21,130 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $229,469 | 19,816 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||