Corient Private Wealth LLC

Position in DCI — DONALDSON Co INC

CIK 1948780 MIAMI, FL

Position in DCI

as of Jun 30, 2026 · filed Aug 27, 2026 Compact

Position Value

$10,542,678

+$5,362,383 QoQ

Shares Held

117,441

+92.4% QoQ

Ownership

0.101%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#97

of 629 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Industrials · as of Jun 30, 2026

Corient Private Wealth LLC holds $1,157,785,808 across 40 Specialty Industrial Machinery names. DCI ranks #16 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMI	Cummins Inc	288,832	$205,997,870
2	ETN	Eaton Corp plc	408,140	$173,916,616
3	PH	Parker-Hannifin Corp	168,846	$165,151,649
4	ITW	Illinois Tool Works Inc	517,411	$139,944,152
5	EMR	Emerson Electric Co	887,786	$127,086,565
6	GEV	GE Vernova Inc.	61,393	$72,128,179
7	ROK	Rockwell Automation, Inc	118,165	$58,501,127
8	IEX	Idex Corp /De/	215,103	$48,817,624

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,542,678	117,441	+92.4%	Shares	Sole	2026-08-27
2026-03-31	$5,180,295	61,038	+15.7%	Shares	Sole	2026-05-15
2025-12-31	$4,676,726	52,749	+22.4%	Shares	Sole	2026-03-09
2025-09-30	$3,527,652	43,099	+8.5%	Shares	Defined	2025-11-14
2025-06-30	$2,754,235	39,715	+3.5%	Shares	Sole	2025-09-26
2025-03-31	$2,573,829	38,381	-10.8%	Shares	Sole	2025-05-14
2024-12-31	$2,897,733	43,025	-14.2%	Shares	Sole	2025-02-10
2024-09-30	$3,694,802	50,133	-21.2%	Shares	Sole	2024-11-12
2024-06-30	$4,552,432	63,617	-23.5%	Shares	Sole	2024-08-13
2024-03-31	$6,209,642	83,150	-2.3%	Shares	Sole	2024-05-09
2023-12-31	$5,563,833	85,139	+138.1%	Shares	Sole	2024-02-09
2023-09-30	$2,132,487	35,756	+11.5%	Shares	Sole	2023-11-03
2023-06-30	$2,004,570	32,068	-8.1%	Shares	Sole	2023-08-10
2023-03-31	$2,280,431	34,901	+6.2%	Shares	Sole	2023-05-15
2022-12-31	$1,935,527	32,878	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.