Position in IR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$13,242,367
-$500,456 QoQ
Shares Held
161,512
-5.8% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#143
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, 2026Moran Wealth Management, LLC holds $122,581,455 across 9 Specialty Industrial Machinery names. IR ranks #3 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
58,956 | $57,666,042 | |
| 2 | ETN |
Eaton Corp plc
|
52,751 | $22,478,255 | |
| 3 | IR |
Ingersoll Rand Inc.
This page
|
161,512 | $13,242,367 | |
| 4 | ITT |
Itt Inc.
|
57,177 | $11,307,323 | |
| 5 | OTIS |
Otis Worldwide Corp
|
144,383 | $10,337,822 | |
| 6 | EPAC |
Enerpac Tool Group Corp
|
121,583 | $4,359,966 | |
| 7 | GEV |
GE Vernova Inc.
|
2,201 | $2,585,866 | |
| 8 | GHM |
Graham Corp
|
2,680 | $331,757 |
All Filings in IR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,242,367 | 161,512 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $13,742,823 | 171,528 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $15,030,805 | 189,735 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $15,586,345 | 188,651 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $15,151,735 | 182,156 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $14,719,677 | 183,927 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $16,939,901 | 187,264 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $18,797,836 | 191,502 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $18,080,521 | 199,037 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $19,242,661 | 202,661 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $16,228,406 | 209,832 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $14,099,196 | 221,268 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,349,193 | 81,842 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,982,244 | 85,635 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,655,736 | 89,105 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||