Position in SXI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,600,214
+$443,406 QoQ
Shares Held
4,474
-1.4% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#128
of 327 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 17%
Shared 63%
None 20%
Common Shares in SXI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Cerity Partners LLC holds $916,694,475 across 37 Specialty Industrial Machinery names. SXI ranks #24 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITW |
Illinois Tool Works Inc
|
732,515 | $198,123,331 | |
| 2 | GEV |
GE Vernova Inc.
|
117,368 | $137,890,967 | |
| 3 | EMR |
Emerson Electric Co
|
774,947 | $110,933,661 | |
| 4 | CMI |
Cummins Inc
|
147,538 | $105,225,576 | |
| 5 | ETN |
Eaton Corp plc
|
181,485 | $77,334,387 | |
| 6 | PH |
Parker-Hannifin Corp
|
58,958 | $57,667,997 | |
| 7 | XYL |
Xylem Inc.
|
362,316 | $42,829,374 | |
| 8 | AME |
Ametek Inc/
|
116,027 | $28,071,571 |
All Filings in SXI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,600,214 | 4,474 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,156,808 | 4,539 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,605,698 | 7,390 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $965,204 | 4,555 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $873,784 | 5,584 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $942,033 | 5,837 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,417,945 | 7,583 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,396,804 | 7,642 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,076,320 | 6,679 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $10,014,264 | 54,957 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $6,088,919 | 38,445 | Shares | Sole | 2024-01-26 | |
| 2023-03-31 | $8,448 | 69 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||