Position in SXI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$19,314
-$819 QoQ
Shares Held
54
-31.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#280
of 327 holders
Holding Since
Dec 2022
15 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, 2026Centerpoint Advisors, LLC holds $1,379,955 across 10 Specialty Industrial Machinery names. SXI ranks #9 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
|
1,250 | $618,850 | |
| 2 | GEV |
GE Vernova Inc.
|
266 | $312,512 | |
| 3 | IEX |
Idex Corp /De/
|
958 | $217,418 | |
| 4 | ETN |
Eaton Corp plc
|
226 | $96,303 | |
| 5 | AOS |
Smith A O Corp
|
435 | $27,283 | |
| 6 | EMR |
Emerson Electric Co
|
190 | $27,198 | |
| 7 | ITW |
Illinois Tool Works Inc
|
100 | $27,047 | |
| 8 | NDSN |
Nordson Corp
|
83 | $25,040 |
All Filings in SXI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,314 | 54 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $20,133 | 79 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $17,165 | 79 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $16,740 | 79 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $19,247 | 123 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $19,850 | 123 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $22,999 | 123 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $22,481 | 123 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $19,821 | 123 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $22,595 | 124 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $19,639 | 124 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $18,065 | 124 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $17,542 | 124 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $18,121 | 148 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $15,156 | 148 | Shares | Sole | 2023-01-24 | |
| No filing history on record for this holder in this stock. | ||||||