Position in IR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$340,340
-$1,771 QoQ
Shares Held
4,151
-2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#516
of 885 holders
Holding Since
Mar 2020
20 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, 2026Heritage Trust Co holds $15,773,969 across 7 Specialty Industrial Machinery names. IR ranks #7 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
4,904 | $5,761,512 | |
| 2 | ITW |
Illinois Tool Works Inc
|
16,563 | $4,479,794 | |
| 3 | ETN |
Eaton Corp plc
|
5,318 | $2,266,105 | |
| 4 | ROK |
Rockwell Automation, Inc
|
3,356 | $1,661,488 | |
| 5 | EMR |
Emerson Electric Co
|
5,188 | $742,661 | |
| 6 | CMI |
Cummins Inc
|
732 | $522,069 | |
| 7 | IR |
Ingersoll Rand Inc.
This page
|
4,151 | $340,340 |
All Filings in IR
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,340 | 4,151 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $342,111 | 4,270 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $348,805 | 4,403 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $375,093 | 4,540 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $377,636 | 4,540 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $362,614 | 4,531 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $411,773 | 4,552 | Shares | Other | 2025-02-13 | |
| 2024-06-30 | $356,183 | 3,921 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $349,510 | 3,681 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $289,638 | 3,745 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $212,442 | 3,334 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $217,910 | 3,334 | Shares | Sole | 2023-08-11 | |
| 2021-12-31 | $449,856 | 7,271 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $368,144 | 7,303 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $368,320 | 7,546 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $397,567 | 8,079 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $378,375 | 8,305 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $303,810 | 8,534 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $244,840 | 8,707 | Shares | Other | 2020-08-04 | |
| 2020-03-31 | $226,498 | 9,133 | Shares | Other | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||