Position in SHMD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$93,461
+$29,172 QoQ
Shares Held
14,930
+23.1% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#30
of 42 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SHMD Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026LPL Financial LLC holds $2,231,234,045 across 60 Specialty Industrial Machinery names. SHMD ranks #56 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
499,581 | $586,937,733 | |
| 2 | ETN |
Eaton Corp plc
|
816,943 | $348,115,751 | |
| 3 | CMI |
Cummins Inc
|
382,263 | $272,633,794 | |
| 4 | EMR |
Emerson Electric Co
|
1,174,701 | $168,158,448 | |
| 5 | PH |
Parker-Hannifin Corp
|
167,755 | $164,084,520 | |
| 6 | ITW |
Illinois Tool Works Inc
|
602,454 | $162,945,733 | |
| 7 | ROK |
Rockwell Automation, Inc
|
174,051 | $86,169,169 | |
| 8 | IR |
Ingersoll Rand Inc.
|
1,011,044 | $82,895,497 |
All Filings in SHMD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $93,461 | 14,930 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $64,289 | 12,130 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||