Position in IR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,704,850
-$154,232 QoQ
Shares Held
32,990
-7.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#267
of 885 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026INSIGNEO ADVISORY SERVICES, LLC holds $12,547,091 across 13 Specialty Industrial Machinery names. IR ranks #2 (21.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
3,287 | $3,861,764 | |
| 2 | IR |
Ingersoll Rand Inc.
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|
32,990 | $2,704,850 | |
| 3 | ETN |
Eaton Corp plc
|
4,635 | $1,975,065 | |
| 4 | CMI |
Cummins Inc
|
1,658 | $1,182,501 | |
| 5 | PH |
Parker-Hannifin Corp
|
650 | $635,778 | |
| 6 | ROK |
Rockwell Automation, Inc
|
830 | $410,916 | |
| 7 | EMR |
Emerson Electric Co
|
2,403 | $343,989 | |
| 8 | DOV |
DOVER Corp
|
1,361 | $305,245 |
All Filings in IR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,704,850 | 32,990 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,859,082 | 35,685 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,827,282 | 35,689 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,941,850 | 35,607 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,969,609 | 35,701 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,657,636 | 33,208 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $3,002,367 | 33,190 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,489,391 | 35,548 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $3,363,896 | 37,031 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,424,846 | 36,070 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,700,248 | 34,914 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,084,281 | 32,710 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,137,272 | 32,700 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,902,486 | 32,700 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,708,575 | 32,700 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||