Position in DOV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$479,286
+$35,913 QoQ
Shares Held
2,137
+0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#658
of 1,161 holders
Holding Since
Dec 2020
9 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in DOV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Perigon Wealth Management, LLC holds $36,606,068 across 21 Specialty Industrial Machinery names. DOV ranks #12 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
8,057 | $9,465,847 | |
| 2 | ETN |
Eaton Corp plc
|
12,128 | $5,167,983 | |
| 3 | CMI |
Cummins Inc
|
6,837 | $4,876,216 | |
| 4 | AME |
Ametek Inc/
|
14,875 | $3,598,857 | |
| 5 | EMR |
Emerson Electric Co
|
22,813 | $3,265,680 | |
| 6 | ROK |
Rockwell Automation, Inc
|
3,180 | $1,574,354 | |
| 7 | PH |
Parker-Hannifin Corp
|
1,492 | $1,459,355 | |
| 8 | SYM |
Symbotic Inc.
|
27,569 | $1,239,226 |
All Filings in DOV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $479,286 | 2,137 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $443,373 | 2,127 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $467,599 | 2,395 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $445,102 | 2,668 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $296,649 | 1,619 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $263,168 | 1,498 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $272,207 | 1,451 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $232,772 | 1,214 | Shares | Sole | 2024-10-16 | |
| 2020-12-31 | $38,885 | 308 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||