Global Retirement Partners, LLC
PensionPosition in SXI — Standex International Corp/De/
CIK 1749744
San Rafael, CA
Position in SXI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$379,130
+$129,693 QoQ
Shares Held
1,060
-7.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#208
of 328 holders
Holding Since
Mar 2022
9 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, 2026Global Retirement Partners, LLC holds $52,289,743 across 51 Specialty Industrial Machinery names. SXI ranks #15 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
15,947 | $18,735,492 | |
| 2 | ETN |
Eaton Corp plc
|
16,285 | $6,939,364 | |
| 3 | BW |
Babcock & Wilcox Enterprises, Inc.
|
372,642 | $5,254,252 | |
| 4 | PH |
Parker-Hannifin Corp
|
3,784 | $3,701,206 | |
| 5 | CMI |
Cummins Inc
|
4,653 | $3,318,566 | |
| 6 | EMR |
Emerson Electric Co
|
17,918 | $2,564,961 | |
| 7 | ROK |
Rockwell Automation, Inc
|
2,850 | $1,410,978 | |
| 8 | GNRC |
Generac Holdings Inc.
|
3,684 | $1,078,712 |
All Filings in SXI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,130 | 1,060 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $249,437 | 1,148 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $33,056 | 156 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $20,498 | 131 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $2,617 | 14 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,558 | 14 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,256 | 14 | Shares | Sole | 2024-07-23 | |
| 2022-06-30 | $593 | 7 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $999 | 10 | Shares | Sole | 2022-07-14 | |
| No filing history on record for this holder in this stock. | ||||||