Position in IR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$31,823,680
-$17,087,656 QoQ
Shares Held
388,141
-36.4% QoQ
Ownership
0.100%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#88
of 885 holders
Holding Since
Jun 2021
16 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in IR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $1,362,315,743 across 60 Specialty Industrial Machinery names. IR ranks #10 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
659,078 | $280,846,317 | |
| 2 | GEV |
GE Vernova Inc.
|
233,947 | $274,854,971 | |
| 3 | AME |
Ametek Inc/
|
753,450 | $182,289,692 | |
| 4 | PH |
Parker-Hannifin Corp
|
126,804 | $124,029,527 | |
| 5 | EMR |
Emerson Electric Co
|
692,838 | $99,179,759 | |
| 6 | AOS |
Smith A O Corp
|
1,015,428 | $63,687,643 | |
| 7 | CMI |
Cummins Inc
|
73,802 | $52,636,323 | |
| 8 | ITW |
Illinois Tool Works Inc
|
133,626 | $36,141,824 |
All Filings in IR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,823,680 | 388,141 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $48,911,336 | 610,476 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $465,258 | 5,873 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $486,217 | 5,885 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $462,979 | 5,566 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $338,526 | 4,230 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $440,630 | 4,871 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $197,988 | 2,017 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $17,895 | 197 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $13,611 | 176 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $3,590 | 83 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $4,586 | 109 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $4,179 | 83 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $5,135 | 83 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,184 | 83 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,051 | 83 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||