Position in IR
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$268,271
-$219,259 QoQ
Shares Held
3,272
-46.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#554
of 885 holders
Holding Since
Jun 2024
9 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, 2026Cooper Financial Group holds $7,628,662 across 11 Specialty Industrial Machinery names. IR ranks #8 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
6,331 | $2,697,765 | |
| 2 | GEV |
GE Vernova Inc.
|
1,391 | $1,634,230 | |
| 3 | PH |
Parker-Hannifin Corp
|
865 | $846,073 | |
| 4 | OTIS |
Otis Worldwide Corp
|
8,723 | $624,566 | |
| 5 | AME |
Ametek Inc/
|
1,162 | $281,134 | |
| 6 | EMR |
Emerson Electric Co
|
1,900 | $271,985 | |
| 7 | ITW |
Illinois Tool Works Inc
|
996 | $269,388 | |
| 8 | IR |
Ingersoll Rand Inc.
This page
|
3,272 | $268,271 |
All Filings in IR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,271 | 3,272 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $487,530 | 6,085 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $417,251 | 5,267 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $505,551 | 6,119 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $576,271 | 6,928 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $572,214 | 7,150 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $580,300 | 6,415 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $723,930 | 7,375 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $348,734 | 3,839 | Shares | Sole | 2024-07-15 | |
| No filing history on record for this holder in this stock. | ||||||