Position in CXT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$6,292
+$3,329 QoQ
Shares Held
123
+68.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#282
of 351 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CXT Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026IFP Advisors, Inc holds $42,332,050 across 58 Specialty Industrial Machinery names. CXT ranks #45 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
6,840 | $8,036,042 | |
| 2 | PH |
Parker-Hannifin Corp
|
7,037 | $6,883,030 | |
| 3 | ETN |
Eaton Corp plc
|
10,814 | $4,608,061 | |
| 4 | HURC |
Hurco Companies Inc
|
200,068 | $4,581,557 | |
| 5 | TWIN |
Twin Disc Inc
|
120,357 | $2,792,282 | |
| 6 | CMI |
Cummins Inc
|
3,638 | $2,594,657 | |
| 7 | OTIS |
Otis Worldwide Corp
|
26,109 | $1,869,404 | |
| 8 | JBTM |
JBT MAREL Corp
|
9,874 | $1,431,730 |
All Filings in CXT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,292 | 123 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,963 | 73 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,436 | 73 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,896 | 73 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $19,566 | 0 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,542 | 30 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,222 | 21 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,178 | 21 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $1,289 | 21 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,299 | 21 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $6,255 | 110 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $11,058 | 199 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $6,208 | 110 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $25,310 | 223 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $72,324 | 720 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $73,533 | 840 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $73,900 | 844 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $91,388 | 844 | Shares | Sole | 2022-09-06 | |
| No filing history on record for this holder in this stock. | ||||||