Position in CXT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$258,408
+$52,374 QoQ
Shares Held
5,051
-0.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#215
of 351 holders
Holding Since
Jun 2022
16 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, 2026Independent Advisor Alliance holds $46,915,713 across 22 Specialty Industrial Machinery names. CXT ranks #19 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
14,549 | $17,093,037 | |
| 2 | ETN |
Eaton Corp plc
|
20,565 | $8,763,157 | |
| 3 | CMI |
Cummins Inc
|
7,245 | $5,167,205 | |
| 4 | EMR |
Emerson Electric Co
|
23,256 | $3,329,095 | |
| 5 | PH |
Parker-Hannifin Corp
|
2,362 | $2,310,319 | |
| 6 | ITW |
Illinois Tool Works Inc
|
7,240 | $1,958,202 | |
| 7 | DOV |
DOVER Corp
|
6,431 | $1,442,344 | |
| 8 | CR |
Crane Co
|
5,061 | $1,128,957 |
All Filings in CXT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,408 | 5,051 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $206,034 | 5,076 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $239,068 | 5,079 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $354,800 | 5,290 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $285,400 | 5,295 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $271,082 | 5,274 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $325,216 | 5,586 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $287,232 | 5,120 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $336,274 | 5,475 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $338,840 | 5,474 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $301,467 | 5,301 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $294,521 | 5,300 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $299,132 | 5,300 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $544,686 | 4,799 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $420,104 | 4,799 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $420,199 | 4,799 | Shares | Sole | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||