Position in IR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,530,143
-$1,813,896 QoQ
Shares Held
67,449
-26.4% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#17
of 272 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 72%
Shared 28%
None 0%
Common Shares in IR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $47,706,270 across 12 Specialty Industrial Machinery names. IR ranks #4 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
16,016 | $6,824,736 | |
| 2 | AME |
Ametek Inc/
|
26,493 | $6,409,716 | |
| 3 | ITT |
Itt Inc.
|
31,726 | $6,274,132 | |
| 4 | IR |
Ingersoll Rand Inc.
This page
|
67,449 | $5,530,143 | |
| 5 | DCI |
DONALDSON Co INC
|
58,792 | $5,277,757 | |
| 6 | PH |
Parker-Hannifin Corp
|
4,599 | $4,498,373 | |
| 7 | FELE |
Franklin Electric Co Inc
|
40,481 | $4,339,157 | |
| 8 | GGG |
Graco Inc
|
53,845 | $4,071,219 |
All Filings in IR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,530,143 | 67,449 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $7,344,039 | 91,663 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $8,026,569 | 101,320 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $7,991,170 | 96,722 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $8,250,707 | 99,191 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $7,853,743 | 98,135 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $8,057,091 | 89,068 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $9,109,051 | 92,798 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $8,224,653 | 90,540 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $8,694,761 | 91,572 | Shares | Sole | 2024-04-29 | |
| No filing history on record for this holder in this stock. | ||||||