WBI INVESTMENTS, LLC

Position in DCI — DONALDSON Co INC

CIK 1397424 RED BANK, NJ

Position in DCI

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$323,082

-$199,302 QoQ

Shares Held

3,599

-38.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#414

of 626 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

WBI INVESTMENTS, LLC holds $2,410,755 across 4 Specialty Industrial Machinery names. DCI ranks #3 (13.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROK	Rockwell Automation, Inc	2,627	$1,300,574
2	CMI	Cummins Inc	806	$574,847
3	DCI	DONALDSON Co INC This page	3,599	$323,082
4	PH	Parker-Hannifin Corp	217	$212,252

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$323,082	3,599	-38.9%	Shares	Sole	2026-08-11
2025-12-31	$522,384	5,892	+2.9%	Shares	Defined	2026-02-13
2025-09-30	$468,509	5,724	—	Shares	Defined	2025-11-20
No filing history on record for this holder in this stock.