Position in SXI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$17,168
+$4,935 QoQ
Shares Held
48
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#283
of 327 holders
Holding Since
Jun 2023
13 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, 2026Key Financial Inc holds $2,956,009 across 24 Specialty Industrial Machinery names. SXI ranks #12 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,075 | $1,262,974 | |
| 2 | ETN |
Eaton Corp plc
|
1,193 | $508,361 | |
| 3 | ROK |
Rockwell Automation, Inc
|
866 | $428,739 | |
| 4 | EMR |
Emerson Electric Co
|
1,605 | $229,755 | |
| 5 | XYL |
Xylem Inc.
|
1,256 | $148,471 | |
| 6 | ITW |
Illinois Tool Works Inc
|
241 | $65,183 | |
| 7 | ITT |
Itt Inc.
|
258 | $51,022 | |
| 8 | OTIS |
Otis Worldwide Corp
|
578 | $41,384 |
All Filings in SXI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,168 | 48 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $12,233 | 48 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $10,429 | 48 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $10,171 | 48 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $7,511 | 48 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $7,746 | 48 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $8,975 | 48 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $8,773 | 48 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $7,735 | 48 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $8,746 | 48 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $7,602 | 48 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $6,993 | 48 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $6,790 | 48 | Shares | Sole | 2023-07-28 | |
| No filing history on record for this holder in this stock. | ||||||