Position in SMR
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$21,333
+$8,130 QoQ
Shares Held
2,127
+74.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#384
of 514 holders
Holding Since
Sep 2023
12 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, 2026TOTH FINANCIAL ADVISORY CORP holds $2,818,607 across 14 Specialty Industrial Machinery names. SMR ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,801 | $2,115,922 | |
| 2 | CMI |
Cummins Inc
|
401 | $285,997 | |
| 3 | XYL |
Xylem Inc.
|
1,000 | $118,210 | |
| 4 | ETN |
Eaton Corp plc
|
186 | $79,258 | |
| 5 | FLS |
Flowserve Corp
|
890 | $66,002 | |
| 6 | AME |
Ametek Inc/
|
150 | $36,291 | |
| 7 | OTIS |
Otis Worldwide Corp
|
500 | $35,800 | |
| 8 | SMR |
NUSCALE POWER Corp
This page
|
2,127 | $21,333 |
All Filings in SMR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,333 | 2,127 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $13,203 | 1,218 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $12,965 | 915 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $67,500 | 1,875 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $67,647 | 1,710 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $8,496 | 600 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $37,653 | 2,100 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $3,474 | 300 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $3,507 | 300 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,593 | 300 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $987 | 300 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,470 | 300 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||