Position in JBTM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,748,864
-$1,617,081 QoQ
Shares Held
68,420
-0.6% QoQ
Ownership
0.131%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in JBTM Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026OSAIC HOLDINGS, INC. holds $500,987,682 across 64 Specialty Industrial Machinery names. JBTM ranks #10 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
139,815 | $122,044,512 | |
| 2 | ETN |
Eaton Corp plc
|
286,501 | $102,472,811 | |
| 3 | PH |
Parker-Hannifin Corp
|
67,154 | $60,118,945 | |
| 4 | CMI |
Cummins Inc
|
69,085 | $37,169,110 | |
| 5 | EMR |
Emerson Electric Co
|
217,573 | $28,506,413 | |
| 6 | ITW |
Illinois Tool Works Inc
|
79,475 | $20,686,546 | |
| 7 | NPO |
Enpro Inc.
|
56,132 | $14,069,484 | |
| 8 | ROK |
Rockwell Automation, Inc
|
34,963 | $12,547,520 |
All Filings in JBTM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,748,864 | 68,420 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,365,945 | 68,799 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,760,711 | 69,496 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,326,105 | 11,027 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $1,258,047 | 10,295 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $1,300,483 | 10,232 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $570,665 | 5,793 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $103,134 | 1,086 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $94,923 | 905 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $377,012 | 3,791 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $533,792 | 5,077 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $529,955 | 4,369 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $551,473 | 5,046 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $394,632 | 4,321 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $388,118 | 4,513 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $498,210 | 4,512 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $340,953 | 2,878 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $498,297 | 3,245 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $418,413 | 2,977 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $404,609 | 2,837 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $280,410 | 2,103 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $200,521 | 1,761 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $94,827 | 1,032 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $72,338 | 841 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $62,085 | 836 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||