Position in KAI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$739,383
+$38,328 QoQ
Shares Held
2,353
-1.9% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#158
of 320 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KAI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026SHEETS SMITH WEALTH MANAGEMENT holds $8,341,907 across 9 Specialty Industrial Machinery names. KAI ranks #5 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,615 | $1,897,398 | |
| 2 | OTIS |
Otis Worldwide Corp
|
25,801 | $1,847,351 | |
| 3 | GGG |
Graco Inc
|
16,953 | $1,281,816 | |
| 4 | GTLS |
Chart Industries Inc
|
4,656 | $972,824 | |
| 5 | KAI |
Kadant Inc
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|
2,353 | $739,383 | |
| 6 | GRC |
Gorman Rupp Co
|
5,898 | $541,082 | |
| 7 | ETN |
Eaton Corp plc
|
1,205 | $513,474 | |
| 8 | IEX |
Idex Corp /De/
|
1,229 | $278,921 |
All Filings in KAI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $739,383 | 2,353 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $701,055 | 2,398 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $683,477 | 2,398 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $713,299 | 2,397 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $749,182 | 2,360 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $782,305 | 2,322 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $772,432 | 2,239 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $733,460 | 2,170 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $519,696 | 1,769 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $580,408 | 1,769 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $495,868 | 1,769 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $380,953 | 1,689 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $365,798 | 1,647 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $343,432 | 1,647 | Shares | Sole | 2023-05-26 | |
| 2022-12-31 | $292,556 | 1,647 | Shares | Sole | 2023-03-08 | |
| No filing history on record for this holder in this stock. | ||||||