Position in FIP
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$52,364
+$7,648 QoQ
Shares Held
10,600
+3.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FIP Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026LPL Financial LLC holds $297,646,372 across 9 Conglomerates names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MMM |
3M Co
|
870,376 | $140,922,578 | |
| 2 | HON |
Honeywell International Inc
|
579,663 | $129,786,545 | |
| 3 | GHC |
Graham Holdings Co
|
8,844 | $10,094,718 | |
| 4 | OTTR |
Otter Tail Corp
|
95,971 | $8,635,470 | |
| 5 | VMI |
Valmont Industries Inc
|
7,416 | $4,283,481 | |
| 6 | DLX |
Deluxe Corp
|
65,932 | $1,574,456 | |
| 7 | AIAI |
AIAI Holdings Corp
|
87,889 | $1,222,535 | |
| 8 | CODI |
Compass Diversified Holdings
|
58,202 | $620,433 |
All Filings in FIP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $52,364 | 10,600 | Shares | Sole | 2026-05-06 | |
| 2025-09-30 | $44,716 | 10,256 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $88,095 | 14,278 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $47,682 | 10,526 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,132,566 | 431,483 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,957,962 | 209,184 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,580,144 | 183,099 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $327,878 | 52,210 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||