Position in DCI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$7,002
+$383 QoQ
Shares Held
78
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#569
of 626 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DCI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Holos Integrated Wealth LLC holds $480,225 across 11 Specialty Industrial Machinery names. DCI ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
172 | $202,075 | |
| 2 | ETN |
Eaton Corp plc
|
325 | $138,489 | |
| 3 | CMI |
Cummins Inc
|
61 | $43,505 | |
| 4 | ROK |
Rockwell Automation, Inc
|
50 | $24,754 | |
| 5 | PH |
Parker-Hannifin Corp
|
21 | $20,540 | |
| 6 | EMR |
Emerson Electric Co
|
127 | $18,180 | |
| 7 | ITW |
Illinois Tool Works Inc
|
50 | $13,523 | |
| 8 | DCI |
DONALDSON Co INC
This page
|
78 | $7,002 |
All Filings in DCI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,002 | 78 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $6,619 | 78 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $6,915 | 78 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $6,384 | 78 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $5,409 | 78 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,230 | 78 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $5,253 | 78 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||