Position in BW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$462,113
+$212,259 QoQ
Shares Held
32,774
+18.3% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#119
of 200 holders
Holding Since
Mar 2021
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BW Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Sigma Planning Corp holds $23,747,714 across 17 Specialty Industrial Machinery names. BW ranks #13 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
5,248 | $6,165,665 | |
| 2 | ETN |
Eaton Corp plc
|
12,817 | $5,461,580 | |
| 3 | GNRC |
Generac Holdings Inc.
|
6,382 | $1,868,713 | |
| 4 | ROK |
Rockwell Automation, Inc
|
3,494 | $1,729,809 | |
| 5 | ITT |
Itt Inc.
|
6,424 | $1,270,410 | |
| 6 | PH |
Parker-Hannifin Corp
|
1,268 | $1,240,256 | |
| 7 | ITW |
Illinois Tool Works Inc
|
4,569 | $1,235,777 | |
| 8 | CMI |
Cummins Inc
|
1,291 | $920,754 |
All Filings in BW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $462,113 | 32,774 | Shares | Sole | 2026-08-07 | |
| 2021-12-31 | $249,854 | 27,700 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $303,193 | 47,300 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $382,180 | 48,500 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $589,034 | 62,200 | Shares | Sole | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||