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 2.150241212956582.ToString("F0")%
Shared 0.ToString("F0")%
None 97.84975878704341.ToString("F0")%
Common Shares in PSIX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026BURNEY CO/ holds $79,388,074 across 18 Specialty Industrial Machinery names. PSIX ranks #9 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
47,351 | $42,390,509 | |
| 2 | WTS |
Watts Water Technologies Inc
|
36,594 | $10,622,872 | |
| 3 | ITW |
Illinois Tool Works Inc
|
15,139 | $3,940,530 | |
| 4 | DOV |
DOVER Corp
|
18,707 | $3,899,474 | |
| 5 | ETN |
Eaton Corp plc
|
7,319 | $2,617,786 | |
| 6 | CMI |
Cummins Inc
|
4,447 | $2,392,574 | |
| 7 | EMR |
Emerson Electric Co
|
16,382 | $2,146,369 | |
| 8 | AME |
Ametek Inc/
|
8,483 | $1,818,415 |
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. | ||||||