Position in JBTM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$542,010
+$175,279 QoQ
Shares Held
3,738
+30.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#211
of 389 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in JBTM Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $20,414,590 across 15 Specialty Industrial Machinery names. JBTM ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITT |
Itt Inc.
|
59,338 | $11,734,682 | |
| 2 | GEV |
GE Vernova Inc.
|
1,889 | $2,219,310 | |
| 3 | PH |
Parker-Hannifin Corp
|
985 | $963,448 | |
| 4 | ETN |
Eaton Corp plc
|
2,161 | $920,845 | |
| 5 | SXI |
Standex International Corp/De/
|
2,227 | $796,531 | |
| 6 | JBTM |
JBT MAREL Corp
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|
3,738 | $542,010 | |
| 7 | XYL |
Xylem Inc.
|
4,292 | $507,357 | |
| 8 | CXT |
Crane NXT, Co.
|
9,177 | $469,495 |
All Filings in JBTM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $542,010 | 3,738 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $366,731 | 2,868 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $394,454 | 2,618 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $294,945 | 2,100 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $203,119 | 1,689 | Shares | Defined | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||