Position in OFLX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,762
+$31 QoQ
Shares Held
88
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#9
of 17 holders
Holding Since
Mar 2025
6 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, 2026Private Wealth Management Group, LLC holds $931,745 across 27 Specialty Industrial Machinery names. OFLX ranks #21 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
300 | $352,458 | |
| 2 | ETN |
Eaton Corp plc
|
474 | $201,980 | |
| 3 | CMI |
Cummins Inc
|
141 | $100,562 | |
| 4 | PH |
Parker-Hannifin Corp
|
72 | $70,424 | |
| 5 | EMR |
Emerson Electric Co
|
283 | $40,511 | |
| 6 | WTS |
Watts Water Technologies Inc
|
52 | $20,355 | |
| 7 | DCI |
DONALDSON Co INC
|
179 | $16,068 | |
| 8 | ITW |
Illinois Tool Works Inc
|
58 | $15,687 |
All Filings in OFLX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,762 | 88 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,731 | 88 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,620 | 89 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,430 | 110 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,878 | 58 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $347 | 10 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||