Position in IR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$931,078
+$21,236 QoQ
Shares Held
11,356
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#371
of 885 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026BOSTON FAMILY OFFICE LLC holds $82,395,727 across 11 Specialty Industrial Machinery names. IR ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
|
62,263 | $30,825,166 | |
| 2 | ETN |
Eaton Corp plc
|
41,088 | $17,508,418 | |
| 3 | PH |
Parker-Hannifin Corp
|
14,533 | $14,215,017 | |
| 4 | XYL |
Xylem Inc.
|
91,480 | $10,813,850 | |
| 5 | ITW |
Illinois Tool Works Inc
|
12,681 | $3,429,830 | |
| 6 | GEV |
GE Vernova Inc.
|
2,010 | $2,361,468 | |
| 7 | EMR |
Emerson Electric Co
|
8,173 | $1,169,964 | |
| 8 | IR |
Ingersoll Rand Inc.
This page
|
11,356 | $931,078 |
All Filings in IR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $931,078 | 11,356 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $909,842 | 11,356 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $899,622 | 11,356 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $938,232 | 11,356 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $944,592 | 11,356 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $908,820 | 11,356 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,027,263 | 11,356 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,114,704 | 11,356 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,031,579 | 11,356 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,078,252 | 11,356 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $878,273 | 11,356 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $723,604 | 11,356 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $742,228 | 11,356 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $660,692 | 11,356 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $593,351 | 11,356 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $505,709 | 11,690 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $491,915 | 11,690 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $588,591 | 11,690 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $739,593 | 11,954 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $602,601 | 11,954 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $583,474 | 11,954 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $588,256 | 11,954 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $544,624 | 11,954 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $425,598 | 11,955 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $336,230 | 11,957 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $296,533 | 11,957 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||