Position in IR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,197,054
+$948,937 QoQ
Shares Held
14,600
+366.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#343
of 885 holders
Holding Since
Mar 2020
11 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, 2026NWAM LLC holds $33,223,971 across 10 Specialty Industrial Machinery names. IR ranks #8 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
10,283 | $12,081,085 | |
| 2 | ROK |
Rockwell Automation, Inc
|
17,510 | $8,668,850 | |
| 3 | ETN |
Eaton Corp plc
|
9,663 | $4,117,597 | |
| 4 | XYL |
Xylem Inc.
|
16,728 | $1,977,416 | |
| 5 | EMR |
Emerson Electric Co
|
11,317 | $1,620,028 | |
| 6 | CMI |
Cummins Inc
|
2,220 | $1,583,326 | |
| 7 | PH |
Parker-Hannifin Corp
|
1,533 | $1,499,457 | |
| 8 | IR |
Ingersoll Rand Inc.
This page
|
14,600 | $1,197,054 |
All Filings in IR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,197,054 | 14,600 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $248,117 | 3,132 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $296,619 | 3,566 | Shares | Sole | 2026-02-04 | |
| 2025-03-31 | $279,704 | 3,495 | Shares | Sole | 2025-05-05 | |
| 2024-09-30 | $202,307 | 2,061 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $239,817 | 2,640 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $365,557 | 3,850 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $349,035 | 4,513 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $289,543 | 4,544 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $293,989 | 4,498 | Shares | Sole | 2023-08-10 | |
| 2020-03-31 | $531,612 | 21,436 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||