Position in SXI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$884,160
+$241,149 QoQ
Shares Held
2,472
-2.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#162
of 328 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SXI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Focus Partners Wealth holds $672,595,036 across 29 Specialty Industrial Machinery names. SXI ranks #23 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
205,230 | $200,739,567 | |
| 2 | GEV |
GE Vernova Inc.
|
103,816 | $121,969,265 | |
| 3 | CMI |
Cummins Inc
|
125,381 | $89,422,983 | |
| 4 | ETN |
Eaton Corp plc
|
160,889 | $68,558,020 | |
| 5 | GNRC |
Generac Holdings Inc.
|
144,449 | $42,296,111 | |
| 6 | EMR |
Emerson Electric Co
|
287,663 | $41,178,958 | |
| 7 | ITW |
Illinois Tool Works Inc
|
96,086 | $25,988,380 | |
| 8 | ROK |
Rockwell Automation, Inc
|
32,561 | $16,120,299 |
All Filings in SXI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $884,160 | 2,472 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $643,011 | 2,523 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $655,751 | 3,018 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||