Position in XE
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,836
New position
Shares Held
100
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#33
of 37 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Avion Wealth holds $601,785 across 30 Specialty Industrial Machinery names. XE ranks #22 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
587 | $250,132 | |
| 2 | GEV |
GE Vernova Inc.
|
113 | $132,759 | |
| 3 | PH |
Parker-Hannifin Corp
|
47 | $45,971 | |
| 4 | CMI |
Cummins Inc
|
45 | $32,094 | |
| 5 | EMR |
Emerson Electric Co
|
122 | $17,464 | |
| 6 | AME |
Ametek Inc/
|
72 | $17,419 | |
| 7 | ROK |
Rockwell Automation, Inc
|
30 | $14,852 | |
| 8 | ITW |
Illinois Tool Works Inc
|
49 | $13,253 |
All Filings in XE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,836 | 100 | Shares | Sole | 2026-07-31 | |
| No filing history on record for this holder in this stock. | ||||||