Position in OPTT
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$3,500
+$500 QoQ
Shares Held
10,000
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
11 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in OPTT Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026IFP Advisors, Inc holds $33,006,682 across 54 Specialty Industrial Machinery names. OPTT ranks #43 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
6,940 | $6,212,965 | |
| 2 | GEV |
GE Vernova Inc.
|
6,084 | $5,310,723 | |
| 3 | ETN |
Eaton Corp plc
|
10,526 | $3,764,834 | |
| 4 | HURC |
Hurco Companies Inc
|
200,068 | $2,943,000 | |
| 5 | CMI |
Cummins Inc
|
3,568 | $1,919,655 | |
| 6 | TWIN |
Twin Disc Inc
|
117,989 | $1,778,094 | |
| 7 | OTIS |
Otis Worldwide Corp
|
22,377 | $1,724,819 | |
| 8 | EMR |
Emerson Electric Co
|
12,706 | $1,664,740 |
All Filings in OPTT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,500 | 10,000 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,000 | 10,000 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,000 | 10,000 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $4,700 | 10,000 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $4,600 | 10,000 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $10,200 | 10,000 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,600 | 10,000 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $2,000 | 10,000 | Shares | Sole | 2024-07-30 | |
| 2021-06-30 | $0 | 0 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $0 | 0 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $26,900 | 10,000 | Shares | Sole | 2021-01-25 | |
| No filing history on record for this holder in this stock. | ||||||