Position in PH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,091,581
+$88,913 QoQ
Shares Held
1,116
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#981
of 1,972 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Dakota Wealth Management holds $93,003,039 across 16 Specialty Industrial Machinery names. PH ranks #11 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
32,571 | $23,229,962 | |
| 2 | ETN |
Eaton Corp plc
|
39,672 | $16,905,032 | |
| 3 | GEV |
GE Vernova Inc.
|
11,696 | $13,741,162 | |
| 4 | DOV |
DOVER Corp
|
51,700 | $11,595,276 | |
| 5 | IEX |
Idex Corp /De/
|
41,407 | $9,397,318 | |
| 6 | ROK |
Rockwell Automation, Inc
|
11,741 | $5,812,734 | |
| 7 | PNR |
PENTAIR plc
|
43,575 | $3,340,459 | |
| 8 | NDSN |
Nordson Corp
|
9,940 | $2,998,798 |
All Filings in PH
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,091,581 | 1,116 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $1,002,668 | 1,120 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $849,075 | 966 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $721,000 | 951 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $709,645 | 1,016 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $637,634 | 1,049 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $670,375 | 1,054 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $687,420 | 1,088 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $514,914 | 1,018 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $565,794 | 1,018 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $464,385 | 1,008 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $401,205 | 1,030 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $400,961 | 1,028 | Shares | Other | 2023-07-31 | |
| 2023-03-31 | $332,412 | 989 | Shares | Other | 2023-04-14 | |
| 2022-12-31 | $233,091 | 801 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||