Position in MIDD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,202,758
+$487,704 QoQ
Shares Held
15,918
-1.0% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#139
of 449 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MIDD Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Creative Planning holds $761,520,397 across 51 Specialty Industrial Machinery names. MIDD ranks #34 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
111,352 | $130,823,009 | |
| 2 | ETN |
Eaton Corp plc
|
246,115 | $104,874,523 | |
| 3 | CMI |
Cummins Inc
|
91,743 | $65,432,025 | |
| 4 | DOV |
DOVER Corp
|
258,125 | $57,892,274 | |
| 5 | PH |
Parker-Hannifin Corp
|
52,933 | $51,774,825 | |
| 6 | EMR |
Emerson Electric Co
|
291,203 | $41,685,709 | |
| 7 | ITW |
Illinois Tool Works Inc
|
104,594 | $28,289,538 | |
| 8 | ROK |
Rockwell Automation, Inc
|
48,141 | $23,833,646 |
All Filings in MIDD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,202,758 | 12,806 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,715,054 | 12,936 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,420,839 | 9,557 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,519,655 | 11,432 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,084,032 | 7,528 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,150,032 | 7,567 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,027,387 | 7,585 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,051,404 | 7,557 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $944,096 | 7,700 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,158,973 | 7,208 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $999,725 | 6,793 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $699,264 | 5,463 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $827,404 | 5,597 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $792,426 | 5,405 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $695,878 | 5,197 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $782,605 | 6,106 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $676,192 | 5,394 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $372,307 | 2,271 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $425,198 | 2,161 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $368,472 | 2,161 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $299,566 | 1,729 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $565,704 | 3,413 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $440,003 | 3,413 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $306,180 | 3,413 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||