Position in PSIX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$148,303
+$73,907 QoQ
Shares Held
2,436
+87.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSIX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026CWM, LLC holds $167,279,657 across 57 Specialty Industrial Machinery names. PSIX ranks #37 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
47,707 | $41,643,440 | |
| 2 | ETN |
Eaton Corp plc
|
81,269 | $29,067,483 | |
| 3 | CMI |
Cummins Inc
|
35,722 | $19,219,150 | |
| 4 | AME |
Ametek Inc/
|
63,904 | $13,698,461 | |
| 5 | ITT |
Itt Inc.
|
52,916 | $10,082,085 | |
| 6 | DOV |
DOVER Corp
|
34,351 | $7,160,465 | |
| 7 | PH |
Parker-Hannifin Corp
|
6,432 | $5,758,183 | |
| 8 | ITW |
Illinois Tool Works Inc
|
19,570 | $5,093,875 |
All Filings in PSIX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $148,303 | 2,436 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $74,396 | 1,302 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $116,783 | 1,189 | Shares | Sole | 2025-10-15 | |
| No filing history on record for this holder in this stock. | ||||||