Position in FLS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$90,623
+$15,496 QoQ
Shares Held
1,222
+19.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#461
of 583 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FLS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026IFP Advisors, Inc holds $42,332,050 across 58 Specialty Industrial Machinery names. FLS ranks #27 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
6,840 | $8,036,042 | |
| 2 | PH |
Parker-Hannifin Corp
|
7,037 | $6,883,030 | |
| 3 | ETN |
Eaton Corp plc
|
10,814 | $4,608,061 | |
| 4 | HURC |
Hurco Companies Inc
|
200,068 | $4,581,557 | |
| 5 | TWIN |
Twin Disc Inc
|
120,357 | $2,792,282 | |
| 6 | CMI |
Cummins Inc
|
3,638 | $2,594,657 | |
| 7 | OTIS |
Otis Worldwide Corp
|
26,109 | $1,869,404 | |
| 8 | JBTM |
JBT MAREL Corp
|
9,874 | $1,431,730 |
All Filings in FLS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,623 | 1,222 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $75,127 | 1,022 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $73,820 | 1,064 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $45,222 | 851 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $34,917 | 667 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,344 | 48 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,760 | 48 | Shares | Sole | 2025-02-04 | |
| 2024-03-31 | $1,964 | 43 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $1,772 | 43 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,710 | 43 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,597 | 43 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,462 | 43 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2 | 43 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $45,392 | 1,868 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $53,480 | 1,868 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $1,543 | 43 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $1,315 | 43 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $1,837 | 53 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $2,862 | 71 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $2,755 | 71 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,616 | 71 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,173 | 43 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,739 | 61 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $334 | 14 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||