Position in SHMD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,391,961
+$567,430 QoQ
Shares Held
262,180
+68.5% QoQ
Ownership
0.397%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#10
of 42 holders
Holding Since
Sep 2024
6 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 Jun 30, 2026UBS Group AG holds $11,683,012,096 across 72 Specialty Industrial Machinery names. SHMD ranks #52 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
5,243,158 | $2,234,214,483 | |
| 2 | GEV |
GE Vernova Inc.
|
1,889,093 | $2,219,419,798 | |
| 3 | ROK |
Rockwell Automation, Inc
|
2,183,669 | $1,081,090,844 | |
| 4 | PH |
Parker-Hannifin Corp
|
994,945 | $973,175,600 | |
| 5 | EMR |
Emerson Electric Co
|
6,784,729 | $971,233,951 | |
| 6 | CMI |
Cummins Inc
|
801,711 | $571,788,301 | |
| 7 | ITW |
Illinois Tool Works Inc
|
1,784,515 | $482,657,768 | |
| 8 | FLS |
Flowserve Corp
|
5,649,681 | $418,980,341 |
All Filings in SHMD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,391,961 | 222,358 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $824,531 | 155,572 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $33,130 | 5,348 | Shares | Defined | 2026-01-29 | |
| 2025-03-31 | $1,045 | 264 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,764 | 573 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||