Position in KAI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$39,507,301
+$2,590,941 QoQ
Shares Held
135,137
+4.3% QoQ
Ownership
1.14%
of shares outstanding
% of Portfolio
0.01%
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, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $9,287,000,933 across 56 Specialty Industrial Machinery names. KAI ranks #34 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,960,471 | $1,711,295,135 | |
| 2 | PH |
Parker-Hannifin Corp
|
1,563,895 | $1,400,061,358 | |
| 3 | ETN |
Eaton Corp plc
|
2,344,740 | $838,643,155 | |
| 4 | ITW |
Illinois Tool Works Inc
|
2,735,345 | $711,982,949 | |
| 5 | ROK |
Rockwell Automation, Inc
|
1,537,690 | $551,846,185 | |
| 6 | CMI |
Cummins Inc
|
914,834 | $492,198,988 | |
| 7 | EMR |
Emerson Electric Co
|
3,541,657 | $464,027,900 | |
| 8 | AME |
Ametek Inc/
|
1,426,165 | $305,712,729 |
All Filings in KAI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,507,301 | 135,137 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $36,916,360 | 129,522 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $37,960,495 | 127,564 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $40,621,854 | 127,963 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $42,654,827 | 126,606 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $41,980,453 | 121,686 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $40,979,458 | 121,241 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $34,989,198 | 119,100 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $37,988,730 | 115,784 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $32,170,057 | 114,766 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $25,747,660 | 114,155 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $24,575,809 | 110,652 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $22,842,531 | 109,546 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $19,339,643 | 108,876 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $17,569,596 | 105,327 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $18,555,753 | 101,759 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $19,721,936 | 101,560 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $22,718,644 | 98,571 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $19,830,764 | 97,162 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $16,914,853 | 96,058 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $17,375,399 | 93,916 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $13,146,385 | 93,250 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $9,748,068 | 88,926 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $8,578,732 | 86,080 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $5,708,634 | 76,472 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||