Position in GEV
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,759,746
+$823,654 QoQ
Shares Held
2,349
+5.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,137
of 3,415 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Joel Isaacson & Co., LLC holds $7,194,424 across 8 Specialty Industrial Machinery names. GEV ranks #1 (38.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
2,349 | $2,759,746 | |
| 2 | CMI |
Cummins Inc
|
2,111 | $1,505,586 | |
| 3 | EMR |
Emerson Electric Co
|
6,329 | $905,996 | |
| 4 | ITW |
Illinois Tool Works Inc
|
2,990 | $808,705 | |
| 5 | ETN |
Eaton Corp plc
|
1,642 | $699,689 | |
| 6 | SHMD |
SCHMID Group N.V.
|
46,500 | $291,090 | |
| 7 | MIDD |
MIDDLEBY Corp
|
1,616 | $223,612 | |
| 8 | 1,330 | $0 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,759,746 | 2,349 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,936,092 | 2,218 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,418,900 | 2,171 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,248,247 | 2,030 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,046,129 | 1,977 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $601,706 | 1,971 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $526,616 | 1,601 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $429,386 | 1,684 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $287,107 | 1,674 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||