Position in SXI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$647,727
+$208,874 QoQ
Shares Held
1,811
+5.2% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#184
of 327 holders
Holding Since
Sep 2023
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SXI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026AE Wealth Management LLC holds $201,926,188 across 23 Specialty Industrial Machinery names. SXI ranks #12 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTS |
Watts Water Technologies Inc
|
157,140 | $61,512,421 | |
| 2 | GGG |
Graco Inc
|
562,246 | $42,511,387 | |
| 3 | DOV |
DOVER Corp
|
115,322 | $25,864,389 | |
| 4 | EMR |
Emerson Electric Co
|
139,937 | $20,031,944 | |
| 5 | GEV |
GE Vernova Inc.
|
16,767 | $19,698,853 | |
| 6 | PH |
Parker-Hannifin Corp
|
9,881 | $9,664,780 | |
| 7 | ETN |
Eaton Corp plc
|
13,719 | $5,845,915 | |
| 8 | SMR |
NUSCALE POWER Corp
|
381,408 | $3,825,521 |
All Filings in SXI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $647,727 | 1,811 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $438,853 | 1,722 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $350,461 | 1,613 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $320,170 | 1,511 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $323,277 | 2,066 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $310,989 | 1,927 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $378,641 | 2,025 | Shares | Other | 2025-02-13 | |
| 2023-12-31 | $304,723 | 1,924 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $230,044 | 1,579 | Shares | Sole | 2023-10-11 | |
| No filing history on record for this holder in this stock. | ||||||