Position in PNR
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,226
-$167 QoQ
Shares Held
16
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#660
of 715 holders
Holding Since
Jun 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PNR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Beaird Harris Wealth Management, LLC holds $573,511 across 11 Specialty Industrial Machinery names. PNR ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
1,698 | $243,068 | |
| 2 | ETN |
Eaton Corp plc
|
374 | $159,368 | |
| 3 | GEV |
GE Vernova Inc.
|
96 | $112,786 | |
| 4 | CMI |
Cummins Inc
|
59 | $42,079 | |
| 5 | FLS |
Flowserve Corp
|
105 | $7,786 | |
| 6 | PH |
Parker-Hannifin Corp
|
6 | $5,868 | |
| 7 | PNR |
PENTAIR plc
This page
|
16 | $1,226 | |
| 8 | ROK |
Rockwell Automation, Inc
|
1 | $495 |
All Filings in PNR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,226 | 16 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,393 | 16 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,666 | 16 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $1,772 | 16 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,334 | 13 | Shares | Sole | 2025-08-14 | |
| 2024-06-30 | $33 | 0 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||