True North Advisors, LLC

Position in DCI — DONALDSON Co INC

CIK 1634556 Dallas, TX

Position in DCI

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$338,253

-$4,027 QoQ

Shares Held

3,768

-6.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#399

of 626 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

True North Advisors, LLC holds $7,218,407 across 4 Specialty Industrial Machinery names. DCI ranks #3 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	5,276	$6,198,561
2	EMR	Emerson Electric Co	3,046	$436,034
3	DCI	DONALDSON Co INC This page	3,768	$338,253
4	ROK	Rockwell Automation, Inc	496	$245,559

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$338,253	3,768	-6.6%	Shares	Sole	2026-07-22
2026-03-31	$342,280	4,033	—	Shares	Sole	2026-05-07
No filing history on record for this holder in this stock.