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Birchwood Financial Partners, Inc.

Position in DCI — DONALDSON Co INC

CIK 2110062 BLOOMINGTON, MN

Position in DCI

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$3,543,132
+$175,067 QoQ
Shares Held
39,469
-0.5% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
7.20%
of 13F equity value
Holder Rank
#176
of 626 holders
Holding Since
Dec 2025
3 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, 2026

Birchwood Financial Partners, Inc. holds $4,035,691 across 7 Specialty Industrial Machinery names. DCI ranks #1 (87.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 DCI
DONALDSON Co INC
This page
39,469 $3,543,132

All Filings in DCI

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3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,543,132 39,469
2026-03-31 $3,368,065 39,685
2025-12-31 $3,518,383 39,684