Position in BW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$9,827
+$279 QoQ
Shares Held
697
+7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#183
of 200 holders
Holding Since
Dec 2023
11 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, 2026ROTHSCHILD INVESTMENT LLC holds $52,101,965 across 51 Specialty Industrial Machinery names. BW ranks #31 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
14,531 | $10,363,654 | |
| 2 | ETN |
Eaton Corp plc
|
21,436 | $9,134,308 | |
| 3 | ITW |
Illinois Tool Works Inc
|
26,257 | $7,101,730 | |
| 4 | EMR |
Emerson Electric Co
|
44,182 | $6,324,653 | |
| 5 | GEV |
GE Vernova Inc.
|
4,919 | $5,779,136 | |
| 6 | PH |
Parker-Hannifin Corp
|
3,459 | $3,383,317 | |
| 7 | GNRC |
Generac Holdings Inc.
|
6,819 | $1,996,671 | |
| 8 | XYL |
Xylem Inc.
|
12,187 | $1,440,625 |
All Filings in BW
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,827 | 697 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $9,548 | 650 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,121 | 650 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,885 | 650 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $625 | 650 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $436 | 650 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,066 | 650 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,326 | 650 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $942 | 650 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $734 | 650 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $949 | 650 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||