Position in SXI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$9,657
+$4,560 QoQ
Shares Held
27
+35.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#290
of 328 holders
Holding Since
Mar 2020
17 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, 2026IFP Advisors, Inc holds $42,332,050 across 58 Specialty Industrial Machinery names. SXI ranks #37 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
6,840 | $8,036,042 | |
| 2 | PH |
Parker-Hannifin Corp
|
7,037 | $6,883,030 | |
| 3 | ETN |
Eaton Corp plc
|
10,814 | $4,608,061 | |
| 4 | HURC |
Hurco Companies Inc
|
200,068 | $4,581,557 | |
| 5 | TWIN |
Twin Disc Inc
|
120,357 | $2,792,282 | |
| 6 | CMI |
Cummins Inc
|
3,638 | $2,594,657 | |
| 7 | OTIS |
Otis Worldwide Corp
|
26,109 | $1,869,404 | |
| 8 | JBTM |
JBT MAREL Corp
|
9,874 | $1,431,730 |
All Filings in SXI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,657 | 27 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $5,097 | 20 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $4,345 | 20 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,238 | 20 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $1,721 | 11 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,743 | 17 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $374 | 0 | Shares | Sole | 2025-02-04 | |
| 2022-12-31 | $7,987 | 78 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $8,165 | 100 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $8,478 | 100 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $9,992 | 100 | Shares | Sole | 2022-09-06 | |
| 2021-06-30 | $0 | 0 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $0 | 0 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $0 | 0 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $0 | 0 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $0 | 0 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||