Position in IR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$14,430
+$329 QoQ
Shares Held
176
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#742
of 885 holders
Holding Since
Mar 2020
26 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, 2026Financial Perspectives, Inc holds $724,736 across 10 Specialty Industrial Machinery names. IR ranks #7 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
276 | $324,261 | |
| 2 | PH |
Parker-Hannifin Corp
|
129 | $126,177 | |
| 3 | ITW |
Illinois Tool Works Inc
|
248 | $67,076 | |
| 4 | ETN |
Eaton Corp plc
|
147 | $62,639 | |
| 5 | EMR |
Emerson Electric Co
|
400 | $57,260 | |
| 6 | ROK |
Rockwell Automation, Inc
|
112 | $55,448 | |
| 7 | IR |
Ingersoll Rand Inc.
This page
|
176 | $14,430 | |
| 8 | OTIS |
Otis Worldwide Corp
|
180 | $12,888 |
All Filings in IR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,430 | 176 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $14,101 | 176 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $13,942 | 176 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $14,541 | 176 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $14,639 | 176 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $14,085 | 176 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $15,920 | 176 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $17,276 | 176 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $15,987 | 176 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $16,711 | 176 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $13,611 | 176 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $11,214 | 176 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $11,503 | 176 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $10,239 | 176 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $9,196 | 176 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $7,613 | 176 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $7,406 | 176 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $8,861 | 176 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $10,889 | 176 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $8,872 | 176 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $44,709 | 916 | Shares | Sole | 2024-01-10 | |
| 2021-03-31 | $916 | 45,076 | Shares | Sole | 2024-01-10 | |
| 2020-12-31 | $41,732 | 916 | Shares | Sole | 2024-01-10 | |
| 2020-09-30 | $32,609 | 916 | Shares | Sole | 2024-01-10 | |
| 2020-06-30 | $25,757 | 916 | Shares | Sole | 2024-01-10 | |
| 2020-03-31 | $22,716 | 916 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||