Position in IR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,032,746
+$581,911 QoQ
Shares Held
12,596
+123.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#357
of 885 holders
Holding Since
Dec 2021
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026MISSION WEALTH MANAGEMENT, LP holds $28,881,032 across 16 Specialty Industrial Machinery names. IR ranks #8 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
6,990 | $8,212,271 | |
| 2 | ETN |
Eaton Corp plc
|
11,059 | $4,712,461 | |
| 3 | CMI |
Cummins Inc
|
6,365 | $4,539,581 | |
| 4 | DOV |
DOVER Corp
|
9,700 | $2,175,516 | |
| 5 | EMR |
Emerson Electric Co
|
13,386 | $1,916,205 | |
| 6 | XYL |
Xylem Inc.
|
11,452 | $1,353,740 | |
| 7 | ITW |
Illinois Tool Works Inc
|
4,023 | $1,088,100 | |
| 8 | IR |
Ingersoll Rand Inc.
This page
|
12,596 | $1,032,746 |
All Filings in IR
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,032,746 | 12,596 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $450,835 | 5,627 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $459,872 | 5,805 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $477,956 | 5,785 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $474,541 | 5,705 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $461,533 | 5,767 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $510,556 | 5,644 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $559,708 | 5,702 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $530,959 | 5,845 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $541,499 | 5,703 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $442,152 | 5,717 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $357,469 | 5,610 | Shares | Sole | 2023-10-24 | |
| 2022-12-31 | $224,152 | 4,290 | Shares | Sole | 2023-02-02 | |
| 2021-12-31 | $221,185 | 3,575 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||