Position in MIDD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$348,146
-$97,587 QoQ
Shares Held
2,516
-39.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#282
of 449 holders
Holding Since
Dec 2022
13 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, 2026Merit Financial Group, LLC holds $98,431,513 across 28 Specialty Industrial Machinery names. MIDD ranks #23 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
18,386 | $21,600,970 | |
| 2 | CMI |
Cummins Inc
|
23,648 | $16,865,985 | |
| 3 | ETN |
Eaton Corp plc
|
37,080 | $15,800,525 | |
| 4 | ITW |
Illinois Tool Works Inc
|
40,725 | $11,014,886 | |
| 5 | PH |
Parker-Hannifin Corp
|
5,555 | $5,433,451 | |
| 6 | EMR |
Emerson Electric Co
|
31,001 | $4,437,787 | |
| 7 | NDSN |
Nordson Corp
|
8,945 | $2,698,613 | |
| 8 | OTIS |
Otis Worldwide Corp
|
36,367 | $2,603,875 |
All Filings in MIDD
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $348,146 | 2,024 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $445,733 | 3,362 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $393,379 | 2,646 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $217,737 | 1,638 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $241,776 | 1,679 | Shares | Sole | 2025-07-22 | |
| 2024-09-30 | $342,120 | 2,459 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $619,057 | 5,049 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $911,196 | 5,667 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $756,306 | 5,139 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $577,792 | 4,514 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $675,583 | 4,570 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $663,850 | 4,528 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $592,106 | 4,422 | Shares | Sole | 2023-01-13 | |
| No filing history on record for this holder in this stock. | ||||||