Position in SHMD
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$882,836
-$149,083 QoQ
Shares Held
166,573
0.0% QoQ
Ownership
0.254%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHMD Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $3,122,656,099 across 50 Specialty Industrial Machinery names. SHMD ranks #42 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
756,940 | $677,642,965 | |
| 2 | ETN |
Eaton Corp plc
|
1,486,552 | $531,695,053 | |
| 3 | GEV |
GE Vernova Inc.
|
412,616 | $360,172,506 | |
| 4 | CMI |
Cummins Inc
|
573,520 | $308,565,230 | |
| 5 | EMR |
Emerson Electric Co
|
1,692,527 | $221,754,887 | |
| 6 | ITW |
Illinois Tool Works Inc
|
452,159 | $117,692,466 | |
| 7 | AME |
Ametek Inc/
|
470,099 | $100,770,421 | |
| 8 | XYL |
Xylem Inc.
|
802,063 | $95,846,528 |
All Filings in SHMD
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $882,836 | 166,573 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,031,919 | 166,573 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $470,568 | 166,573 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $461,407 | 166,573 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $475,200 | 120,000 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $369,600 | 120,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $428,400 | 120,000 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $498,000 | 120,000 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||