Position in RR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$119,255
+$35,499 QoQ
Shares Held
56,519
+41.0% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#68
of 182 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026IFP Advisors, Inc holds $42,325,758 across 57 Specialty Industrial Machinery names. RR ranks #23 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
6,840 | $8,036,042 | |
| 2 | PH |
Parker-Hannifin Corp
|
7,037 | $6,883,030 | |
| 3 | ETN |
Eaton Corp plc
|
10,814 | $4,608,061 | |
| 4 | HURC |
Hurco Companies Inc
|
200,068 | $4,581,557 | |
| 5 | TWIN |
Twin Disc Inc
|
120,357 | $2,792,282 | |
| 6 | CMI |
Cummins Inc
|
3,638 | $2,594,657 | |
| 7 | OTIS |
Otis Worldwide Corp
|
26,109 | $1,869,404 | |
| 8 | JBTM |
JBT MAREL Corp
|
9,874 | $1,431,730 |
All Filings in RR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $119,255 | 56,519 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $83,756 | 40,075 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $83,414 | 25,825 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $152,616 | 35,575 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $9,750 | 5,000 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $9,900 | 5,000 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $13,500 | 5,000 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||