Edgestream Partners, L.P.

Position in DCI — DONALDSON Co INC

CIK 1535061 Princeton, NJ

Position in DCI

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

Position Value

$8,884,716

+$6,938,053 QoQ

Shares Held

98,972

+331.5% QoQ

Ownership

0.085%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#107

of 629 holders

Holding Since

Sep 2021

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Edgestream Partners, L.P. holds $78,666,936 across 17 Specialty Industrial Machinery names. DCI ranks #4 (11.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MIDD	MIDDLEBY Corp	78,694	$10,889,949
2	WTS	Watts Water Technologies Inc	23,100	$9,042,495
3	AME	Ametek Inc/	36,994	$8,950,328
4	DCI	DONALDSON Co INC This page	98,972	$8,884,716
5	XYL	Xylem Inc.	70,459	$8,328,958
6	OTIS	Otis Worldwide Corp	97,850	$7,006,060
7	FELE	Franklin Electric Co Inc	55,663	$5,966,516
8	MWA	Mueller Water Products, Inc.	202,070	$5,219,468

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,884,716	98,972	+331.5%	Shares	Sole	2026-08-11
2026-03-31	$1,946,663	22,937	-83.1%	Shares	Sole	2026-05-18
2025-06-30	$9,430,490	135,984	+579.7%	Shares	Sole	2025-08-13
2025-03-31	$1,341,669	20,007	+280.6%	Shares	Sole	2025-05-02
2023-06-30	$328,615	5,257	+14.6%	Shares	Sole	2023-08-10
2023-03-31	$299,779	4,588	-78.8%	Shares	Sole	2023-05-15
2022-06-30	$1,041,412	21,633	+66.5%	Shares	Sole	2022-08-12
2022-03-31	$674,882	12,996	-40.1%	Shares	Sole	2022-05-13
2021-12-31	$1,285,942	21,700	-69.1%	Shares	Sole	2022-02-15
2021-09-30	$4,032,650	70,243	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.