Position in DCI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,052
+$167 QoQ
Shares Held
34
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#585
of 626 holders
Holding Since
Sep 2020
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DCI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Fortis Group Advisors, LLC holds $377,677 across 12 Specialty Industrial Machinery names. DCI ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GNRC |
Generac Holdings Inc.
|
882 | $258,258 | |
| 2 | GEV |
GE Vernova Inc.
|
68 | $79,890 | |
| 3 | PH |
Parker-Hannifin Corp
|
12 | $11,737 | |
| 4 | CMI |
Cummins Inc
|
16 | $11,411 | |
| 5 | EMR |
Emerson Electric Co
|
32 | $4,580 | |
| 6 | DCI |
DONALDSON Co INC
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|
34 | $3,052 | |
| 7 | OTIS |
Otis Worldwide Corp
|
38 | $2,720 | |
| 8 | TNC |
Tennant Co
|
29 | $2,538 |
All Filings in DCI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,052 | 34 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,885 | 34 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,014 | 34 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,782 | 34 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,357 | 34 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,280 | 34 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,289 | 34 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,505 | 34 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,433 | 34 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,539 | 34 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,442 | 68 | Shares | Sole | 2024-03-04 | |
| 2023-09-30 | $2,027 | 34 | Shares | Sole | 2023-12-01 | |
| 2020-09-30 | $1,578 | 34 | Shares | Sole | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||