Position in ATS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,131,695
+$120,104 QoQ
Shares Held
181,975
0.0% QoQ
Ownership
0.188%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in ATS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Focus Partners Wealth holds $772,080,510 across 32 Specialty Industrial Machinery names. ATS ranks #14 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
394,782 | $353,424,637 | |
| 2 | GEV |
GE Vernova Inc.
|
106,736 | $93,169,854 | |
| 3 | CMI |
Cummins Inc
|
149,935 | $80,668,028 | |
| 4 | ETN |
Eaton Corp plc
|
166,230 | $59,455,484 | |
| 5 | EMR |
Emerson Electric Co
|
354,800 | $46,485,896 | |
| 6 | GNRC |
Generac Holdings Inc.
|
147,895 | $28,888,330 | |
| 7 | ITW |
Illinois Tool Works Inc
|
85,364 | $22,219,395 | |
| 8 | ROK |
Rockwell Automation, Inc
|
46,060 | $16,530,012 |
All Filings in ATS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||