Position in KAI
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$452,850
-$155,952 QoQ
Shares Held
1,549
-27.5% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026EXENCIAL WEALTH ADVISORS, LLC holds $46,865,549 across 11 Specialty Industrial Machinery names. KAI ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
66,373 | $23,739,630 | |
| 2 | XYL |
Xylem Inc.
|
80,251 | $9,589,994 | |
| 3 | EMR |
Emerson Electric Co
|
40,108 | $5,254,950 | |
| 4 | PH |
Parker-Hannifin Corp
|
4,632 | $4,146,751 | |
| 5 | GEV |
GE Vernova Inc.
|
1,807 | $1,577,330 | |
| 6 | ITW |
Illinois Tool Works Inc
|
4,004 | $1,042,201 | |
| 7 | KAI |
Kadant Inc
This page
|
1,549 | $452,850 | |
| 8 | OTIS |
Otis Worldwide Corp
|
4,185 | $322,579 |
All Filings in KAI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $452,850 | 1,549 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $608,802 | 2,136 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $630,274 | 2,118 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||