Position in IR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$30,554,639
+$30,259,798 QoQ
Shares Held
372,663
+10026.7% QoQ
Ownership
0.096%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#90
of 885 holders
Holding Since
Sep 2023
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, 2026Phoenix Financial Ltd. holds $244,345,384 across 14 Specialty Industrial Machinery names. IR ranks #2 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
1,367,937 | $195,820,181 | |
| 2 | IR |
Ingersoll Rand Inc.
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|
372,663 | $30,554,639 | |
| 3 | GEV |
GE Vernova Inc.
|
7,489 | $8,798,526 | |
| 4 | ROK |
Rockwell Automation, Inc
|
5,746 | $2,844,729 | |
| 5 | PH |
Parker-Hannifin Corp
|
2,339 | $2,287,822 | |
| 6 | CMI |
Cummins Inc
|
1,458 | $1,039,860 | |
| 7 | ITW |
Illinois Tool Works Inc
|
2,858 | $773,003 | |
| 8 | NDSN |
Nordson Corp
|
1,672 | $504,425 |
All Filings in IR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,554,639 | 372,663 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $294,841 | 3,680 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $247,483 | 3,124 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $220,843 | 2,673 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $2,420,187 | 30,241 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,494,324 | 49,683 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,785,888 | 48,756 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,942,398 | 32,391 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $8,537,809 | 89,919 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,784,342 | 87,721 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,969,648 | 30,911 | Shares | Sole | 2023-12-04 | |
| No filing history on record for this holder in this stock. | ||||||