Position in ATS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,237,240
+$105,545 QoQ
Shares Held
181,975
0.0% QoQ
Ownership
0.185%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#48
of 140 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ATS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Focus Partners Wealth holds $672,595,036 across 29 Specialty Industrial Machinery names. ATS ranks #14 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
205,230 | $200,739,567 | |
| 2 | GEV |
GE Vernova Inc.
|
103,816 | $121,969,265 | |
| 3 | CMI |
Cummins Inc
|
125,381 | $89,422,983 | |
| 4 | ETN |
Eaton Corp plc
|
160,889 | $68,558,020 | |
| 5 | GNRC |
Generac Holdings Inc.
|
144,449 | $42,296,111 | |
| 6 | EMR |
Emerson Electric Co
|
287,663 | $41,178,958 | |
| 7 | ITW |
Illinois Tool Works Inc
|
96,086 | $25,988,380 | |
| 8 | ROK |
Rockwell Automation, Inc
|
32,561 | $16,120,299 |
All Filings in ATS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,237,240 | 181,975 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,131,695 | 181,975 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,011,591 | 181,975 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,768,085 | 181,988 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||