Position in PSIX
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$9,508,542
+$4,561,304 QoQ
Shares Held
156,185
+80.4% QoQ
Ownership
0.678%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PSIX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026LPL Financial LLC holds $1,803,391,894 across 58 Specialty Industrial Machinery names. PSIX ranks #18 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
472,637 | $412,564,837 | |
| 2 | ETN |
Eaton Corp plc
|
734,953 | $262,870,639 | |
| 3 | CMI |
Cummins Inc
|
351,138 | $188,919,266 | |
| 4 | EMR |
Emerson Electric Co
|
1,201,556 | $157,427,867 | |
| 5 | ITW |
Illinois Tool Works Inc
|
602,568 | $156,842,424 | |
| 6 | PH |
Parker-Hannifin Corp
|
166,633 | $149,176,526 | |
| 7 | IR |
Ingersoll Rand Inc.
|
970,579 | $77,762,789 | |
| 8 | XYL |
Xylem Inc.
|
495,099 | $59,164,330 |
All Filings in PSIX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,508,542 | 156,185 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,947,238 | 86,581 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $8,460,867 | 86,142 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,969,264 | 45,907 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $528,352 | 20,900 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||