PERSONAL CFO SOLUTIONS, LLC
Position in SXI — Standex International Corp/De/
CIK 1677501
CHESTER, NJ
Position in SXI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$796,531
+$190,729 QoQ
Shares Held
2,227
-6.3% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#169
of 327 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in SXI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $20,414,590 across 15 Specialty Industrial Machinery names. SXI ranks #5 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITT |
Itt Inc.
|
59,338 | $11,734,682 | |
| 2 | GEV |
GE Vernova Inc.
|
1,889 | $2,219,310 | |
| 3 | PH |
Parker-Hannifin Corp
|
985 | $963,448 | |
| 4 | ETN |
Eaton Corp plc
|
2,161 | $920,845 | |
| 5 | SXI |
Standex International Corp/De/
This page
|
2,227 | $796,531 | |
| 6 | JBTM |
JBT MAREL Corp
|
3,738 | $542,010 | |
| 7 | XYL |
Xylem Inc.
|
4,292 | $507,357 | |
| 8 | CXT |
Crane NXT, Co.
|
9,177 | $469,495 |
All Filings in SXI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $796,531 | 2,227 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $605,802 | 2,377 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $504,741 | 2,323 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $499,660 | 2,358 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $379,464 | 2,425 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $433,009 | 2,683 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $474,767 | 2,539 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $495,516 | 2,711 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $459,760 | 2,853 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $559,415 | 3,070 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $479,257 | 3,026 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $403,852 | 2,772 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $363,012 | 2,566 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $318,221 | 2,599 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $289,820 | 2,830 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $217,025 | 2,658 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $233,738 | 2,757 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $311,750 | 3,120 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $329,988 | 2,982 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $297,125 | 3,004 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $271,157 | 2,857 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $266,162 | 2,785 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $233,800 | 3,016 | Shares | Defined | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||