Performance Wealth Partners, LLC

Position in RRX — Regal Rexnord Corp

CIK 1908765 HINSDALE, IL

Position in RRX

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$665,979

+$145,209 QoQ

Shares Held

2,796

+0.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#331

of 603 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Performance Wealth Partners, LLC holds $153,444,636 across 6 Specialty Industrial Machinery names. RRX ranks #5 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	123,244	$144,794,445
2	PH	Parker-Hannifin Corp	6,449	$6,307,895
3	CMI	Cummins Inc	1,114	$794,515
4	ITW	Illinois Tool Works Inc	2,505	$677,527
5	RRX	Regal Rexnord Corp This page	2,796	$665,979
6	EMR	Emerson Electric Co	1,427	$204,275

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$665,979	2,796	+0.5%	Shares	Sole	2026-08-07
2026-03-31	$520,770	2,781	+0.8%	Shares	Sole	2026-04-10
2025-12-31	$387,283	2,760	0.0%	Shares	Sole	2026-01-21
2025-09-30	$395,894	2,760	0.0%	Shares	Sole	2025-11-07
2025-06-30	$400,089	2,760	0.0%	Shares	Sole	2025-07-28
2025-03-31	$314,226	2,760	0.0%	Shares	Sole	2025-04-22
2024-12-31	$428,158	2,760	0.0%	Shares	Sole	2025-01-17
2024-09-30	$457,828	2,760	0.0%	Shares	Sole	2024-10-10
2024-06-30	$373,207	2,760	0.0%	Shares	Sole	2024-07-22
2024-03-31	$497,076	2,760	0.0%	Shares	Sole	2024-04-30
2023-12-31	$408,535	2,760	0.0%	Shares	Sole	2024-01-22
2023-09-30	$394,348	2,760	0.0%	Shares	Sole	2023-10-30
2023-06-30	$424,764	2,760	0.0%	Shares	Sole	2023-07-13
2023-03-31	$388,414	2,760	0.0%	Shares	Sole	2023-04-20
2022-12-31	$331,144	2,760	0.0%	Shares	Sole	2023-01-19
2022-09-30	$387,393	2,760	0.0%	Shares	Sole	2022-10-17
2022-06-30	$313,315	2,760	0.0%	Shares	Sole	2022-07-15
2022-03-31	$410,632	2,760	0.0%	Shares	Sole	2022-04-21
2021-12-31	$469,696	2,760	—	Shares	Sole	2022-02-03
No filing history on record for this holder in this stock.