Broadwater Capital’s Espey Mfg & Electronics Corp ESP Stock Holding History

Broadwater Capital’s Portfolio ESP Stock Details ESP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$26.9K	Hold	400	–	–	0.02%	119
2026 Q1	$18.9K	Hold	400	–	–	0.01%	134
2025 Q4	$18.9K	Hold	400	–	–	0.01%	134
2025 Q3	$15.8K	Sell	400 -17,884	-98%	-$835K	0.01%	141
2025 Q2	$18.3M	Buy	+18,284	New	+$632K	0.01%	137

Other funds holding ESP

SCM

Sidoxia Capital Management Newport Beach, California $136M AUM

SIM

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

NGA

Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SIA

Sage Investment Advisers Wappingers Falls, New York $149M AUM

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

MDCM

Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $233M AUM 24.32% 1-Year Est. Return

GWMR

GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

BNA

BankChampaign National Association Champaign, Illinois $130M AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Broadwater Capital's ESP Position: Q2 2026 in Review

Broadwater Capital held its Espey Mfg & Electronics Corp (ESP) position steady in Q2 2026 at 400 shares worth $26.9K. The position accounts for 0.02% of the portfolio, ranked #119.

Broadwater Capital first reported a position in ESP in Q2 2025 and has held it in 5 quarters since. The position peaked at $18.3M in Q2 2025. 22 funds tracked by Wall St. Rank hold ESP as of Q2 2026.

Broadwater Capital held 400 shares of Espey Mfg & Electronics Corp worth $26.9K as of Q2 2026.
Broadwater Capital left its Espey Mfg & Electronics Corp share count unchanged in Q2 2026.
Espey Mfg & Electronics Corp made up 0.02% of Broadwater Capital's portfolio in Q2 2026, its #119 holding.
Broadwater Capital first reported a position in Espey Mfg & Electronics Corp in Q2 2025 and has held it in 5 quarters since.
Broadwater Capital's Espey Mfg & Electronics Corp position peaked at $18.3M in Q2 2025.
22 funds tracked by Wall St. Rank held Espey Mfg & Electronics Corp as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.