Kozak & Associates, Inc.

Position in IR — Ingersoll Rand Inc.

CIK 1764970 HIGHLANDS RANCH, CO

Position in IR

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$3,771

+$86 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#813

of 885 holders

Holding Since

Sep 2021

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Kozak & Associates, Inc. holds $1,150,099 across 7 Specialty Industrial Machinery names. IR ranks #6 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	707	$830,626
2	CMI	Cummins Inc	205	$146,208
3	ETN	Eaton Corp plc	330	$140,619
4	EMR	Emerson Electric Co	160	$22,904
5	PH	Parker-Hannifin Corp	5	$4,890
6	IR	Ingersoll Rand Inc. This page	46	$3,771
7	ITW	Illinois Tool Works Inc	4	$1,081

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,771	46	0.0%	Shares	Sole	2026-07-02
2026-03-31	$3,685	46	0.0%	Shares	Sole	2026-04-14
2025-12-31	$3,644	46	0.0%	Shares	Sole	2026-01-12
2025-09-30	$3,800	46	+4500.0%	Shares	Sole	2025-11-18
2024-03-31	$94	1	-99.5%	Shares	Sole	2024-05-17
2023-12-31	$15,700	203	0.0%	Shares	Sole	2024-01-17
2023-09-30	$12,935	203	0.0%	Shares	Sole	2023-10-17
2023-06-30	$13,268	203	+0.5%	Shares	Sole	2023-07-05
2023-03-31	$11,752	202	0.0%	Shares	Sole	2023-04-03
2022-12-31	$10,554	202	0.0%	Shares	Sole	2023-01-03
2022-09-30	$8,738	202	0.0%	Shares	Sole	2022-10-12
2022-06-30	$8,500	202	0.0%	Shares	Sole	2022-10-12
2022-03-31	$10,170	202	0.0%	Shares	Sole	2022-05-26
2021-12-31	$12,497	202	0.0%	Shares	Sole	2022-03-11
2021-09-30	$10,182	202	—	Shares	Sole	2021-11-16
No filing history on record for this holder in this stock.