Position in IR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$262,040
+$5,977 QoQ
Shares Held
3,196
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#559
of 885 holders
Holding Since
Sep 2025
4 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, 2026TRED AVON FAMILY WEALTH, LLC holds $5,428,497 across 7 Specialty Industrial Machinery names. IR ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
5,113 | $2,178,751 | |
| 2 | PH |
Parker-Hannifin Corp
|
1,417 | $1,385,996 | |
| 3 | ITW |
Illinois Tool Works Inc
|
2,718 | $735,137 | |
| 4 | AME |
Ametek Inc/
|
1,371 | $331,699 | |
| 5 | EMR |
Emerson Electric Co
|
2,292 | $328,099 | |
| 6 | IR |
Ingersoll Rand Inc.
This page
|
3,196 | $262,040 | |
| 7 | GEV |
GE Vernova Inc.
|
176 | $206,775 |
All Filings in IR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,040 | 3,196 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $256,063 | 3,196 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $252,870 | 3,192 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $263,723 | 3,192 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||