Zhang Financial LLC

Position in KAI — Kadant Inc

CIK 1776290 PORTAGE, MI

Position in KAI

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$1,547,896

+$107,780 QoQ

Shares Held

4,926

0.0% QoQ

Ownership

0.042%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#115

of 320 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Zhang Financial LLC holds $8,776,957 across 8 Specialty Industrial Machinery names. KAI ranks #3 (17.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	5,989	$2,552,032
2	PH	Parker-Hannifin Corp	1,745	$1,706,819
3	KAI	Kadant Inc This page	4,926	$1,547,896
4	GEV	GE Vernova Inc.	738	$867,046
5	CMI	Cummins Inc	1,022	$728,900
6	ITW	Illinois Tool Works Inc	2,230	$603,148
7	EMR	Emerson Electric Co	3,303	$472,824
8	DOV	DOVER Corp	1,330	$298,292

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,547,896	4,926	0.0%	Shares	Sole	2026-07-30
2026-03-31	$1,440,116	4,926	0.0%	Shares	Sole	2026-05-06
2025-12-31	$1,404,008	4,926	-3.2%	Shares	Sole	2026-02-10
2025-09-30	$1,514,979	5,091	0.0%	Shares	Sole	2025-11-10
2025-03-31	$1,715,208	5,091	-3.1%	Shares	Sole	2025-04-15
2024-12-31	$1,813,267	5,256	+0.8%	Shares	Sole	2025-01-16
2024-09-30	$1,763,008	5,216	-5.4%	Shares	Sole	2024-10-15
2024-06-30	$1,620,490	5,516	0.0%	Shares	Sole	2024-07-19
2024-03-31	$1,809,799	5,516	0.0%	Shares	Sole	2024-04-24
2023-12-31	$1,546,189	5,516	0.0%	Shares	Sole	2024-01-31
2023-09-30	$1,244,133	5,516	0.0%	Shares	Sole	2023-10-11
2023-06-30	$1,225,103	5,516	0.0%	Shares	Sole	2023-07-18
2023-03-31	$1,150,196	5,516	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.