Position in OFLX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,035,512
+$67,296 QoQ
Shares Held
192,275
0.0% QoQ
Ownership
1.90%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#5
of 109 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OFLX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Principle Wealth Partners LLC holds $33,712,553 across 9 Specialty Industrial Machinery names. OFLX ranks #2 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
15,260 | $10,883,584 | |
| 2 | OFLX |
Omega Flex, Inc.
This page
|
192,275 | $6,035,512 | |
| 3 | EMR |
Emerson Electric Co
|
38,925 | $5,572,113 | |
| 4 | GEV |
GE Vernova Inc.
|
2,572 | $3,021,739 | |
| 5 | PH |
Parker-Hannifin Corp
|
3,047 | $2,980,331 | |
| 6 | ETN |
Eaton Corp plc
|
6,338 | $2,700,748 | |
| 7 | ITW |
Illinois Tool Works Inc
|
6,186 | $1,673,127 | |
| 8 | OTIS |
Otis Worldwide Corp
|
9,706 | $694,949 |
All Filings in OFLX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,035,512 | 192,275 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,968,216 | 192,275 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $5,660,576 | 192,275 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,997,057 | 192,275 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $6,225,864 | 192,275 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $6,687,324 | 192,275 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $8,069,781 | 192,275 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $9,598,368 | 192,275 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $9,859,862 | 192,275 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $13,638,065 | 192,275 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $13,557,310 | 192,275 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $15,137,810 | 192,275 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $19,954,299 | 192,275 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $21,427,126 | 192,275 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $17,943,103 | 192,275 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $17,808,510 | 192,275 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $29,067,839 | 270,097 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $35,077,497 | 270,097 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $34,288,814 | 270,097 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $43,683,830 | 306,145 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $44,914,532 | 306,145 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $48,334,172 | 306,145 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $59,297,170 | 406,145 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $63,651,044 | 406,145 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $42,970,141 | 406,145 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $34,278,638 | 406,145 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||