Position in SXI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,773,463
+$1,304,564 QoQ
Shares Held
13,346
-1.9% QoQ
Ownership
0.110%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#84
of 327 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in SXI 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. SXI ranks #28 (0.2% 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 SXI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,773,463 | 13,346 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,468,899 | 13,611 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,884,609 | 13,276 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,703,208 | 12,757 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,722,218 | 11,006 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,489,952 | 9,232 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $898,860 | 4,807 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $722,712 | 3,954 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $600,767 | 3,728 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $663,098 | 3,639 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $265,286 | 1,675 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $251,315 | 1,725 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||