Position in IR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$315,743
+$17,377 QoQ
Shares Held
3,851
+3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#525
of 884 holders
Holding Since
Dec 2024
7 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, 2026Aventura Private Wealth, LLC holds $4,311,981 across 17 Specialty Industrial Machinery names. IR ranks #5 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
4,392 | $1,871,519 | |
| 2 | GEV |
GE Vernova Inc.
|
760 | $892,893 | |
| 3 | DOV |
DOVER Corp
|
2,079 | $466,278 | |
| 4 | PH |
Parker-Hannifin Corp
|
323 | $315,932 | |
| 5 | IR |
Ingersoll Rand Inc.
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|
3,851 | $315,743 | |
| 6 | CMI |
Cummins Inc
|
167 | $119,106 | |
| 7 | ROK |
Rockwell Automation, Inc
|
195 | $96,540 | |
| 8 | EMR |
Emerson Electric Co
|
537 | $76,871 |
All Filings in IR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,743 | 3,851 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $298,366 | 3,724 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $295,252 | 3,727 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $356,009 | 4,309 | Shares | Sole | 2026-01-07 | |
| 2025-06-30 | $440,687 | 5,298 | Shares | Sole | 2026-01-07 | |
| 2025-03-31 | $454,730 | 5,682 | Shares | Sole | 2026-01-07 | |
| 2024-12-31 | $502,595 | 5,556 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||