Position in SMR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$12,537
New position
Shares Held
1,250
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#401
of 513 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Planning Strategies Inc. holds $191,389 across 23 Specialty Industrial Machinery names. SMR ranks #4 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
43 | $50,518 | |
| 2 | EMR |
Emerson Electric Co
|
281 | $40,225 | |
| 3 | GGG |
Graco Inc
|
504 | $38,107 | |
| 4 | SMR |
NUSCALE POWER Corp
This page
|
1,250 | $12,537 | |
| 5 | ETN |
Eaton Corp plc
|
25 | $10,653 | |
| 6 | XYL |
Xylem Inc.
|
61 | $7,210 | |
| 7 | AME |
Ametek Inc/
|
18 | $4,354 | |
| 8 | PH |
Parker-Hannifin Corp
|
4 | $3,912 |
All Filings in SMR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,537 | 1,250 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||