Position in MIDD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$403,884
+$149,331 QoQ
Shares Held
2,348
-1.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#270
of 449 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MIDD Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026HB Wealth Management, LLC holds $79,551,196 across 28 Specialty Industrial Machinery names. MIDD ranks #22 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
15,830 | $18,598,033 | |
| 2 | ETN |
Eaton Corp plc
|
29,416 | $12,534,745 | |
| 3 | PH |
Parker-Hannifin Corp
|
10,423 | $10,194,944 | |
| 4 | CMI |
Cummins Inc
|
10,266 | $7,321,813 | |
| 5 | ITW |
Illinois Tool Works Inc
|
25,155 | $6,803,672 | |
| 6 | EMR |
Emerson Electric Co
|
30,002 | $4,294,786 | |
| 7 | DOV |
DOVER Corp
|
13,270 | $2,976,195 | |
| 8 | AME |
Ametek Inc/
|
9,397 | $2,273,510 |
All Filings in MIDD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,884 | 1,889 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $254,553 | 1,920 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||