Position in JBTM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,541,810
+$859,763 QoQ
Shares Held
120,978
-7.3% QoQ
Ownership
0.233%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#68
of 392 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JBTM Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026SEI INVESTMENTS CO holds $1,866,701,309 across 54 Specialty Industrial Machinery names. JBTM ranks #26 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
356,048 | $418,306,553 | |
| 2 | PH |
Parker-Hannifin Corp
|
288,752 | $282,434,104 | |
| 3 | MIDD |
MIDDLEBY Corp
|
950,603 | $131,547,184 | |
| 4 | ETN |
Eaton Corp plc
|
222,213 | $94,689,402 | |
| 5 | AOS |
Smith A O Corp
|
1,331,425 | $83,506,975 | |
| 6 | CMI |
Cummins Inc
|
105,167 | $75,006,155 | |
| 7 | AME |
Ametek Inc/
|
275,359 | $66,620,356 | |
| 8 | ITW |
Illinois Tool Works Inc
|
208,850 | $56,487,657 |
All Filings in JBTM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,541,810 | 120,978 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $16,682,047 | 130,461 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $15,567,525 | 103,322 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $8,581,213 | 61,098 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $6,419,478 | 53,380 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,010,603 | 32,820 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,792,409 | 29,838 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $394,630 | 4,006 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $634,969 | 6,686 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $426,481 | 4,066 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $424,054 | 4,264 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $471,026 | 4,480 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $640,342 | 5,279 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $413,880 | 3,787 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $256,728 | 2,811 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $201,240 | 2,340 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $520,739 | 4,716 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $657,389 | 5,549 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $812,793 | 5,293 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $720,458 | 5,126 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,297,127 | 9,095 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $1,179,658 | 8,847 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,076,532 | 18,236 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,482,828 | 16,137 | Shares | Sole | 2020-12-04 | |
| 2020-06-30 | $1,731,065 | 20,124 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $1,456,063 | 19,605 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||