Position in SXI
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$770,421
+$520,984 QoQ
Shares Held
2,154
+87.6% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#173
of 327 holders
Holding Since
Dec 2023
7 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in SXI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Corient Private Wealth LLC holds $1,199,282,532 across 39 Specialty Industrial Machinery names. SXI ranks #32 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
295,268 | $210,588,090 | |
| 2 | ETN |
Eaton Corp plc
|
6,329,843 | $191,188,318 | |
| 3 | PH |
Parker-Hannifin Corp
|
173,486 | $169,690,125 | |
| 4 | ITW |
Illinois Tool Works Inc
|
524,153 | $141,767,661 | |
| 5 | EMR |
Emerson Electric Co
|
906,855 | $129,816,293 | |
| 6 | GEV |
GE Vernova Inc.
|
70,867 | $83,258,803 | |
| 7 | ROK |
Rockwell Automation, Inc
|
120,363 | $59,589,313 | |
| 8 | IEX |
Idex Corp /De/
|
215,589 | $48,927,923 |
All Filings in SXI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $770,421 | 2,154 | Shares | Sole | 2026-08-17 | |
| 2025-12-31 | $249,437 | 1,148 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $232,666 | 1,098 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $208,867 | 1,117 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $204,348 | 1,118 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $258,387 | 1,418 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $231,551 | 1,462 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||