Position in IR
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$3,633,762
+$215,023 QoQ
Shares Held
45,354
+5.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in IR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026ASSETMARK, INC holds $113,356,861 across 44 Specialty Industrial Machinery names. IR ranks #8 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
30,119 | $26,963,733 | |
| 2 | ETN |
Eaton Corp plc
|
48,695 | $17,416,740 | |
| 3 | GEV |
GE Vernova Inc.
|
18,147 | $15,840,516 | |
| 4 | CMI |
Cummins Inc
|
22,921 | $12,331,956 | |
| 5 | DOV |
DOVER Corp
|
56,558 | $11,789,515 | |
| 6 | ITT |
Itt Inc.
|
41,434 | $7,894,420 | |
| 7 | AME |
Ametek Inc/
|
24,848 | $5,326,417 | |
| 8 | IR |
Ingersoll Rand Inc.
This page
|
45,354 | $3,633,762 |
All Filings in IR
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,633,762 | 45,354 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,418,739 | 43,155 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $14,696,362 | 177,879 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $13,723,701 | 164,988 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $11,397,792 | 142,419 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $11,870,703 | 131,226 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $9,592,489 | 97,723 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $5,502,087 | 60,569 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,487,906 | 47,266 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,242 | 29 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $191 | 3 | Shares | Sole | 2023-10-27 | |
| 2021-12-31 | $123 | 2 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $100 | 2 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $97 | 2 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $98 | 2 | Shares | Sole | 2021-05-14 | |
| 2020-09-30 | $106 | 3 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $84 | 3 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $14,632 | 590 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||