Position in CSW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,960,419
-$390,851 QoQ
Shares Held
17,824
-13.2% QoQ
Ownership
0.109%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#93
of 354 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in CSW Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026LPL Financial LLC holds $2,231,234,045 across 60 Specialty Industrial Machinery names. CSW ranks #26 (0.2% 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 CSW
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,960,419 | 17,824 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,351,270 | 20,536 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,181,741 | 21,060 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,275,443 | 21,732 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,893,496 | 20,547 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,168,444 | 14,299 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,602,276 | 13,045 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $4,454,203 | 12,157 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,022,146 | 11,391 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,690,158 | 11,467 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,391,229 | 11,529 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,018,239 | 11,517 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $735,723 | 4,427 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $603,650 | 4,345 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $509,396 | 4,394 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $517,296 | 4,318 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $442,719 | 4,297 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||