Position in IR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,756,881
-$635,662 QoQ
Shares Held
21,428
-28.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#305
of 885 holders
Holding Since
Dec 2021
19 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, 2026Carmel Capital Partners, LLC holds $3,248,557 across 2 Specialty Industrial Machinery names. IR ranks #1 (54.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IR |
Ingersoll Rand Inc.
This page
|
21,428 | $1,756,881 | |
| 2 | ROK |
Rockwell Automation, Inc
|
3,013 | $1,491,676 |
All Filings in IR
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,756,881 | 21,428 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,392,543 | 29,862 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,357,507 | 29,759 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,447,254 | 17,517 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,900,579 | 22,849 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,646,697 | 20,576 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,359,885 | 15,033 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,362,657 | 13,882 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,215,257 | 13,378 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,409,817 | 14,848 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,119,960 | 14,481 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $918,268 | 14,411 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,111,708 | 17,009 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $888,699 | 15,275 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $766,141 | 14,663 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $670,486 | 15,499 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $633,009 | 15,043 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $766,024 | 15,214 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $969,255 | 15,666 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||