Position in SMR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,896,704
+$1,416 QoQ
Shares Held
288,804
+8.1% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#71
of 518 holders
Holding Since
Dec 2022
15 quarters on record
Common Shares in SMR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $530,669,872 across 37 Specialty Industrial Machinery names. SMR ranks #17 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
126,926 | $149,120,280 | |
| 2 | ETN |
Eaton Corp plc
|
210,384 | $89,648,830 | |
| 3 | EMR |
Emerson Electric Co
|
415,229 | $59,440,031 | |
| 4 | CMI |
Cummins Inc
|
57,172 | $40,775,642 | |
| 5 | PH |
Parker-Hannifin Corp
|
40,815 | $39,921,967 | |
| 6 | ROK |
Rockwell Automation, Inc
|
80,424 | $39,816,313 | |
| 7 | ITW |
Illinois Tool Works Inc
|
134,959 | $36,502,360 | |
| 8 | GNRC |
Generac Holdings Inc.
|
42,428 | $12,423,342 |
All Filings in SMR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,896,704 | 288,804 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,895,288 | 267,093 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,814,167 | 269,172 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $7,508,016 | 208,556 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $8,700,786 | 219,939 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,965,358 | 209,418 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,548,849 | 197,928 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,426,450 | 209,538 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $916,624 | 78,411 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $223,949 | 42,175 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $120,654 | 36,673 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $89,371 | 18,239 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $124,589 | 18,322 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $129,959 | 14,297 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $110,264 | 10,747 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||