Position in SXI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$645,952
+$235,628 QoQ
Shares Held
1,806
+12.2% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#186
of 328 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SXI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Atria Investments, Inc holds $123,070,657 across 38 Specialty Industrial Machinery names. SXI ranks #30 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
17,350 | $20,383,821 | |
| 2 | PH |
Parker-Hannifin Corp
|
19,601 | $19,172,130 | |
| 3 | ETN |
Eaton Corp plc
|
33,582 | $14,309,961 | |
| 4 | CMI |
Cummins Inc
|
14,866 | $10,602,579 | |
| 5 | EMR |
Emerson Electric Co
|
59,458 | $8,511,412 | |
| 6 | ITW |
Illinois Tool Works Inc
|
19,321 | $5,225,750 | |
| 7 | NDSN |
Nordson Corp
|
12,760 | $3,849,564 | |
| 8 | AME |
Ametek Inc/
|
15,060 | $3,643,616 |
All Filings in SXI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $645,952 | 1,806 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $410,324 | 1,610 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $235,314 | 1,083 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||