Position in CXT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$350,292
+$85,037 QoQ
Shares Held
6,847
+4.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#197
of 352 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CXT Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026PRINCIPAL SECURITIES, INC. holds $36,455,958 across 21 Specialty Industrial Machinery names. CXT ranks #18 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
6,160 | $7,237,137 | |
| 2 | PH |
Parker-Hannifin Corp
|
7,163 | $7,006,273 | |
| 3 | ETN |
Eaton Corp plc
|
13,940 | $5,940,112 | |
| 4 | CMI |
Cummins Inc
|
5,723 | $4,081,700 | |
| 5 | ITW |
Illinois Tool Works Inc
|
9,075 | $2,454,515 | |
| 6 | OTIS |
Otis Worldwide Corp
|
24,439 | $1,749,832 | |
| 7 | EMR |
Emerson Electric Co
|
10,434 | $1,493,627 | |
| 8 | DOV |
DOVER Corp
|
4,599 | $1,031,463 |
All Filings in CXT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350,292 | 6,847 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $265,255 | 6,535 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $404,001 | 8,583 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $522,475 | 7,790 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $352,667 | 6,543 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $200,048 | 3,892 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $226,592 | 3,892 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $27,320 | 487 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $9,151 | 149 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $10,832 | 175 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $18,027 | 317 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||