Position in IR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,947,590
-$87,137 QoQ
Shares Held
23,754
-6.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#295
of 885 holders
Holding Since
Dec 2022
15 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, 2026Bleakley Financial Group, LLC holds $39,346,451 across 8 Specialty Industrial Machinery names. IR ranks #5 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
14,930 | $17,540,659 | |
| 2 | ETN |
Eaton Corp plc
|
20,731 | $8,833,893 | |
| 3 | EMR |
Emerson Electric Co
|
29,578 | $4,234,090 | |
| 4 | AME |
Ametek Inc/
|
14,803 | $3,581,437 | |
| 5 | IR |
Ingersoll Rand Inc.
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|
23,754 | $1,947,590 | |
| 6 | XYL |
Xylem Inc.
|
10,343 | $1,222,646 | |
| 7 | OTIS |
Otis Worldwide Corp
|
13,912 | $996,099 | |
| 8 | GGG |
Graco Inc
|
13,094 | $990,037 |
All Filings in IR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,947,590 | 23,754 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,034,727 | 25,396 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,936,849 | 24,449 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,875,391 | 22,699 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,849,340 | 22,233 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,557,063 | 19,456 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,750,039 | 19,346 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,758,438 | 17,914 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $713,639 | 7,856 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $579,479 | 6,103 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $459,399 | 5,940 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $327,074 | 5,133 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $392,813 | 6,010 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $330,404 | 5,679 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $289,883 | 5,548 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||