Position in IR
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$77,762,789
+$3,964,131 QoQ
Shares Held
970,579
+4.2% QoQ
Ownership
0.248%
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 20.42152158659934.ToString("F0")%
Shared 0.ToString("F0")%
None 79.57847841340066.ToString("F0")%
Common Shares in IR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026LPL Financial LLC holds $1,803,391,894 across 58 Specialty Industrial Machinery names. IR ranks #7 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
472,637 | $412,564,837 | |
| 2 | ETN |
Eaton Corp plc
|
734,953 | $262,870,639 | |
| 3 | CMI |
Cummins Inc
|
351,138 | $188,919,266 | |
| 4 | EMR |
Emerson Electric Co
|
1,201,556 | $157,427,867 | |
| 5 | ITW |
Illinois Tool Works Inc
|
602,568 | $156,842,424 | |
| 6 | PH |
Parker-Hannifin Corp
|
166,633 | $149,176,526 | |
| 7 | IR |
Ingersoll Rand Inc.
This page
|
970,579 | $77,762,789 | |
| 8 | XYL |
Xylem Inc.
|
495,099 | $59,164,330 |
All Filings in IR
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $77,762,789 | 970,579 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $73,798,658 | 931,566 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $78,782,548 | 953,553 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $70,383,838 | 846,163 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $61,194,539 | 764,645 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $63,944,907 | 706,886 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $22,827,598 | 232,555 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $18,625,379 | 205,035 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $14,352,357 | 151,157 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $9,928,367 | 128,373 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,751,091 | 121,643 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,178,488 | 109,830 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $5,647,183 | 97,064 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,924,092 | 94,241 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,420,871 | 79,077 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,064,318 | 49,057 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,446,053 | 48,581 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,139,283 | 50,740 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,438,331 | 48,370 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,288,749 | 46,891 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,922,191 | 39,061 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,687,269 | 37,034 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,266,078 | 35,564 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $877,850 | 31,218 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $787,524 | 31,755 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||