Creative Planning
Position in PSIX — Power Solutions International, Inc.
CIK 1540235
OVERLAND PARK, KS
Position in PSIX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$358,137
-$113,743 QoQ
Shares Held
9,209
+18.8% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#72
of 156 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in PSIX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Creative Planning holds $761,520,397 across 51 Specialty Industrial Machinery names. PSIX ranks #44 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
111,352 | $130,823,009 | |
| 2 | ETN |
Eaton Corp plc
|
246,115 | $104,874,523 | |
| 3 | CMI |
Cummins Inc
|
91,743 | $65,432,025 | |
| 4 | DOV |
DOVER Corp
|
258,125 | $57,892,274 | |
| 5 | PH |
Parker-Hannifin Corp
|
52,933 | $51,774,825 | |
| 6 | EMR |
Emerson Electric Co
|
291,203 | $41,685,709 | |
| 7 | ITW |
Illinois Tool Works Inc
|
104,594 | $28,289,538 | |
| 8 | ROK |
Rockwell Automation, Inc
|
48,141 | $23,833,646 |
All Filings in PSIX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,137 | 9,209 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $471,880 | 7,751 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $608,998 | 10,658 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,062,641 | 10,819 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $687,095 | 10,623 | Shares | Defined | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||