Position in SMR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$11,190,039
-$981,947 QoQ
Shares Held
1,115,657
-0.6% QoQ
Ownership
0.260%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#34
of 518 holders
Holding Since
Mar 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SMR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026LPL Financial LLC holds $2,233,248,418 across 61 Specialty Industrial Machinery names. SMR ranks #17 (0.5% 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 SMR
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,190,039 | 1,115,657 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $12,171,986 | 1,122,877 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $10,256,430 | 723,813 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $20,421,864 | 567,274 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $17,119,313 | 432,743 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,871,259 | 273,394 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,609,237 | 201,296 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,244,074 | 107,433 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,748,531 | 149,575 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $491,525 | 92,566 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $132,274 | 40,205 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $157,290 | 32,100 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $181,770 | 26,731 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $182,672 | 20,096 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $255,320 | 24,885 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $257,859 | 22,077 | Shares | Sole | 2022-11-14 | |
| 2021-06-30 SV | — | 11,050 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 SV | — | 12,950 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||