Position in IR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,922,639
-$38,214 QoQ
Shares Held
23,997
-3.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in IR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Bragg Financial Advisors, Inc holds $72,485,790 across 8 Specialty Industrial Machinery names. IR ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JBTM |
JBT MAREL Corp
|
213,349 | $27,280,936 | |
| 2 | ETN |
Eaton Corp plc
|
68,848 | $24,624,864 | |
| 3 | GGG |
Graco Inc
|
91,168 | $7,717,371 | |
| 4 | CSW |
Csw Industrials, Inc.
|
19,889 | $5,182,675 | |
| 5 | GEV |
GE Vernova Inc.
|
5,764 | $5,031,395 | |
| 6 | IR |
Ingersoll Rand Inc.
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|
23,997 | $1,922,639 | |
| 7 | ITW |
Illinois Tool Works Inc
|
1,987 | $517,196 | |
| 8 | EMR |
Emerson Electric Co
|
1,593 | $208,714 |
All Filings in IR
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,922,639 | 23,997 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,960,853 | 24,752 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,135,644 | 25,849 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,166,007 | 26,040 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,089,103 | 26,104 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,361,367 | 26,104 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,586,908 | 26,354 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,418,615 | 26,625 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,535,734 | 26,706 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,065,442 | 26,706 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,731,017 | 27,166 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,788,184 | 27,359 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,608,153 | 27,641 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,367,852 | 26,179 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,139,727 | 26,346 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,113,058 | 26,451 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,336,087 | 26,536 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,641,782 | 26,536 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,337,679 | 26,536 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,309,084 | 26,820 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,319,812 | 26,820 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,221,919 | 26,820 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $954,792 | 26,820 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $755,134 | 26,854 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $665,979 | 26,854 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||