Position in IR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$30,999,517
+$3,248,994 QoQ
Shares Held
378,089
+9.2% QoQ
Ownership
0.097%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#89
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, 2026ENVESTNET ASSET MANAGEMENT INC holds $3,716,861,267 across 47 Specialty Industrial Machinery names. IR ranks #17 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
732,845 | $716,810,351 | |
| 2 | ETN |
Eaton Corp plc
|
1,509,735 | $643,328,278 | |
| 3 | GEV |
GE Vernova Inc.
|
487,847 | $573,151,926 | |
| 4 | CMI |
Cummins Inc
|
482,942 | $344,439,063 | |
| 5 | EMR |
Emerson Electric Co
|
1,737,140 | $248,671,591 | |
| 6 | GNRC |
Generac Holdings Inc.
|
480,206 | $140,609,118 | |
| 7 | AME |
Ametek Inc/
|
507,903 | $122,882,051 | |
| 8 | ITW |
Illinois Tool Works Inc
|
416,213 | $112,573,130 |
All Filings in IR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,999,517 | 378,089 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $27,750,523 | 346,362 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $22,426,469 | 283,091 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $23,313,298 | 282,175 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $22,634,359 | 272,113 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $20,773,066 | 259,566 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $25,811,765 | 285,339 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $25,542,311 | 260,211 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $18,253,117 | 200,937 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $25,672,486 | 270,379 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $18,781,400 | 242,842 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $13,637,864 | 214,028 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $16,533,857 | 252,966 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $15,906,062 | 273,394 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $14,504,286 | 277,594 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $11,965,283 | 276,590 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $14,474,299 | 343,971 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $16,576,428 | 329,224 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $16,523,125 | 267,062 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $12,291,571 | 243,832 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $11,018,222 | 225,737 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $8,881,666 | 180,485 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $7,862,562 | 172,576 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $5,497,067 | 154,412 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $4,442,875 | 157,997 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $4,818,392 | 194,290 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||