Position in PNR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$609,676
+$54,437 QoQ
Shares Held
7,953
+24.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#345
of 711 holders
Holding Since
Jun 2020
21 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $9,592,125 across 32 Specialty Industrial Machinery names. PNR ranks #5 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
2,579 | $3,029,963 | |
| 2 | ETN |
Eaton Corp plc
|
3,887 | $1,656,328 | |
| 3 | CMI |
Cummins Inc
|
1,249 | $890,799 | |
| 4 | DOV |
DOVER Corp
|
2,884 | $646,823 | |
| 5 | PNR |
PENTAIR plc
This page
|
7,953 | $609,676 | |
| 6 | PH |
Parker-Hannifin Corp
|
460 | $449,935 | |
| 7 | GRC |
Gorman Rupp Co
|
4,509 | $413,655 | |
| 8 | ITW |
Illinois Tool Works Inc
|
1,430 | $386,772 |
All Filings in PNR
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $609,676 | 7,953 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $555,239 | 6,374 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $241,604 | 2,320 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $312,897 | 2,825 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $727,346 | 7,085 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $589,002 | 6,733 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $578,277 | 5,746 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $520,340 | 5,321 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $370,852 | 4,837 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $244,529 | 2,862 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $73,800 | 1,015 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $34,835 | 538 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $30,232 | 468 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $23,821 | 431 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $7,646 | 170 | Shares | Sole | 2023-02-01 | |
| 2021-09-30 | $1,888 | 26 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $1,754 | 26 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,620 | 26 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $1,380 | 26 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $1,190 | 26 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $987 | 26 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||