Position in SMR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$11,283
+$4,508 QoQ
Shares Held
1,125
+80.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#406
of 514 holders
Holding Since
Dec 2025
3 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, 2026CALDWELL SUTTER CAPITAL, INC. holds $1,445,024 across 12 Specialty Industrial Machinery names. SMR ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSW |
Csw Industrials, Inc.
|
1,978 | $550,477 | |
| 2 | GEV |
GE Vernova Inc.
|
301 | $353,632 | |
| 3 | CMI |
Cummins Inc
|
347 | $247,483 | |
| 4 | EMR |
Emerson Electric Co
|
880 | $125,972 | |
| 5 | OTIS |
Otis Worldwide Corp
|
1,141 | $81,695 | |
| 6 | HURC |
Hurco Companies Inc
|
2,374 | $54,364 | |
| 7 | SMR |
NUSCALE POWER Corp
This page
|
1,125 | $11,283 | |
| 8 | ETN |
Eaton Corp plc
|
23 | $9,800 |
All Filings in SMR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,283 | 1,125 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $6,775 | 625 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $8,856 | 625 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||