Position in KAI
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$12,142,172
+$423,860 QoQ
Shares Held
41,533
+1.0% QoQ
Ownership
0.352%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026Aptus Capital Advisors, LLC holds $92,828,145 across 19 Specialty Industrial Machinery names. KAI ranks #4 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
40,123 | $14,350,792 | |
| 2 | FLS |
Flowserve Corp
|
179,168 | $13,170,639 | |
| 3 | GEV |
GE Vernova Inc.
|
14,675 | $12,809,806 | |
| 4 | KAI |
Kadant Inc
This page
|
41,533 | $12,142,172 | |
| 5 | GGG |
Graco Inc
|
104,421 | $8,839,237 | |
| 6 | CMI |
Cummins Inc
|
13,218 | $7,111,548 | |
| 7 | FELE |
Franklin Electric Co Inc
|
70,360 | $6,485,081 | |
| 8 | PH |
Parker-Hannifin Corp
|
5,693 | $5,096,601 |
All Filings in KAI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,142,172 | 41,533 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $11,718,312 | 41,114 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,181,139 | 40,934 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $11,293,918 | 35,577 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $10,930,034 | 32,442 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,938,471 | 28,808 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,971,730 | 23,585 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $5,999,281 | 20,421 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $5,371,653 | 16,372 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,096,170 | 14,613 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,332,501 | 14,775 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,953,157 | 17,799 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,426,400 | 16,432 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,577,056 | 14,508 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,161,523 | 12,958 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $2,226,128 | 12,208 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $2,283,286 | 11,758 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,537,123 | 11,008 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,818,122 | 8,908 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,902,476 | 10,804 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,697,651 | 9,176 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,043,252 | 7,400 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $681,397 | 6,216 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $634,236 | 6,364 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $469,548 | 6,290 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||