Position in PH
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,527,823
-$240,276 QoQ
Shares Held
1,562
-20.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#859
of 1,971 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026PINNACLE ASSOCIATES LTD holds $162,222,726 across 20 Specialty Industrial Machinery names. PH ranks #12 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
124,878 | $53,213,013 | |
| 2 | XYL |
Xylem Inc.
|
264,928 | $31,317,138 | |
| 3 | CMI |
Cummins Inc
|
33,161 | $23,650,756 | |
| 4 | GEV |
GE Vernova Inc.
|
11,627 | $13,660,097 | |
| 5 | ITW |
Illinois Tool Works Inc
|
43,692 | $11,817,375 | |
| 6 | EMR |
Emerson Electric Co
|
52,513 | $7,517,235 | |
| 7 | MWA |
Mueller Water Products, Inc.
|
148,653 | $3,839,706 | |
| 8 | ROK |
Rockwell Automation, Inc
|
5,930 | $2,935,824 |
All Filings in PH
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,527,823 | 1,562 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,768,099 | 1,975 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,031,276 | 2,311 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,755,117 | 2,315 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,618,354 | 2,317 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,269,190 | 2,088 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,522,019 | 2,393 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,057,034 | 1,673 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,236,705 | 2,445 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $928,725 | 1,671 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $770,751 | 1,673 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $650,108 | 1,669 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $655,267 | 1,680 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $575,420 | 1,712 | Shares | Sole | 2023-05-05 | |
| 2022-09-30 | $407,565 | 1,682 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $354,065 | 1,439 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $385,913 | 1,360 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $462,546 | 1,454 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $344,771 | 1,233 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $378,666 | 1,233 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $401,857 | 1,274 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $272,137 | 999 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $202,137 | 999 | Shares | Sole | 2020-10-23 | |
| No filing history on record for this holder in this stock. | ||||||