Position in PSIX
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$730,560
+$44,880 QoQ
Shares Held
12,000
0.0% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in PSIX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026STEPHENS INC /AR/ holds $89,349,442 across 22 Specialty Industrial Machinery names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
59,756 | $25,463,226 | |
| 2 | EMR |
Emerson Electric Co
|
107,891 | $15,444,596 | |
| 3 | GEV |
GE Vernova Inc.
|
11,090 | $13,029,197 | |
| 4 | AME |
Ametek Inc/
|
38,591 | $9,336,706 | |
| 5 | ROK |
Rockwell Automation, Inc
|
18,775 | $9,295,127 | |
| 6 | ITW |
Illinois Tool Works Inc
|
15,262 | $4,127,913 | |
| 7 | PH |
Parker-Hannifin Corp
|
3,046 | $2,979,353 | |
| 8 | GNRC |
Generac Holdings Inc.
|
8,922 | $2,612,450 |
All Filings in PSIX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $730,560 | 12,000 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $685,680 | 12,000 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $1,241,009 | 12,635 | Shares | Defined | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||