Position in BW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,707,425
-$25,980 QoQ
Shares Held
121,094
+2.6% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#76
of 200 holders
Holding Since
Sep 2021
8 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in BW Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026LPL Financial LLC holds $2,233,248,418 across 61 Specialty Industrial Machinery names. BW ranks #39 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
499,581 | $586,937,733 | |
| 2 | ETN |
Eaton Corp plc
|
816,943 | $348,115,751 | |
| 3 | CMI |
Cummins Inc
|
382,263 | $272,633,794 | |
| 4 | EMR |
Emerson Electric Co
|
1,174,701 | $168,158,448 | |
| 5 | PH |
Parker-Hannifin Corp
|
167,755 | $164,084,520 | |
| 6 | ITW |
Illinois Tool Works Inc
|
602,454 | $162,945,733 | |
| 7 | ROK |
Rockwell Automation, Inc
|
174,051 | $86,169,169 | |
| 8 | IR |
Ingersoll Rand Inc.
|
1,011,044 | $82,895,497 |
All Filings in BW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,707,425 | 121,094 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,733,405 | 117,999 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $80,346 | 12,673 | Shares | Sole | 2026-02-11 | |
| 2022-09-30 | $380,464 | 59,634 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $357,440 | 59,277 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $478,094 | 58,590 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $545,556 | 60,483 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $380,388 | 59,343 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||