Position in IR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$82,895,497
+$5,132,708 QoQ
Shares Held
1,011,044
+4.2% QoQ
Ownership
0.261%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#52
of 889 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in IR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026LPL Financial LLC holds $2,233,248,418 across 61 Specialty Industrial Machinery names. IR ranks #8 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
499,581 | $586,937,733 | |
| 2 | ETN |
Eaton Corp plc
|
816,943 | $348,115,751 | |
| 3 | CMI |
Cummins Inc
|
382,263 | $272,633,794 | |
| 4 | EMR |
Emerson Electric Co
|
1,174,701 | $168,158,448 | |
| 5 | PH |
Parker-Hannifin Corp
|
167,755 | $164,084,520 | |
| 6 | ITW |
Illinois Tool Works Inc
|
602,454 | $162,945,733 | |
| 7 | ROK |
Rockwell Automation, Inc
|
174,051 | $86,169,169 | |
| 8 | IR |
Ingersoll Rand Inc.
This page
|
1,011,044 | $82,895,497 |
All Filings in IR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $82,895,497 | 1,011,044 | Shares | Sole | 2026-08-07 | |
| 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. | ||||||