Position in PSIX
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$1,766,737
+$33,910 QoQ
Shares Held
29,020
-4.3% QoQ
Ownership
0.126%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 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, 2026BURNEY CO/ holds $76,637,297 across 20 Specialty Industrial Machinery names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
33,681 | $32,944,059 | |
| 2 | WTS |
Watts Water Technologies Inc
|
37,525 | $14,689,161 | |
| 3 | ITW |
Illinois Tool Works Inc
|
15,908 | $4,302,636 | |
| 4 | DOV |
DOVER Corp
|
17,561 | $3,938,581 | |
| 5 | ETN |
Eaton Corp plc
|
8,125 | $3,462,225 | |
| 6 | CMI |
Cummins Inc
|
4,295 | $3,063,236 | |
| 7 | EMR |
Emerson Electric Co
|
16,501 | $2,362,118 | |
| 8 | GNRC |
Generac Holdings Inc.
|
8,057 | $2,359,170 |
All Filings in PSIX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,766,737 | 29,020 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,732,827 | 30,326 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,674,235 | 27,227 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $2,531,445 | 39,138 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $856,739 | 33,890 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||