Position in SXI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,299,329
+$1,652,398 QoQ
Shares Held
20,408
-7.9% QoQ
Ownership
0.168%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#68
of 327 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SXI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $2,615,001,489 across 46 Specialty Industrial Machinery names. SXI ranks #21 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
1,423,712 | $606,672,155 | |
| 2 | CMI |
Cummins Inc
|
593,509 | $423,296,550 | |
| 3 | ITW |
Illinois Tool Works Inc
|
1,520,367 | $411,213,659 | |
| 4 | GEV |
GE Vernova Inc.
|
322,868 | $379,324,696 | |
| 5 | PH |
Parker-Hannifin Corp
|
263,373 | $257,610,396 | |
| 6 | EMR |
Emerson Electric Co
|
817,399 | $117,010,664 | |
| 7 | ROK |
Rockwell Automation, Inc
|
216,168 | $107,020,451 | |
| 8 | NDSN |
Nordson Corp
|
120,159 | $36,250,767 |
All Filings in SXI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,299,329 | 20,408 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $5,646,931 | 22,157 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $4,452,935 | 20,494 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $5,213,163 | 24,602 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $4,124,185 | 26,356 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,902,058 | 30,374 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $5,353,896 | 28,632 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $5,443,552 | 29,782 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,385,857 | 27,216 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $4,277,431 | 23,474 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $3,099,337 | 19,569 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $2,739,116 | 18,801 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,581,260 | 18,246 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,308,728 | 18,856 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,082,506 | 20,335 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,539,591 | 18,856 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,291,199 | 15,230 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,303,756 | 13,048 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,221,907 | 11,042 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $910,268 | 9,203 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $727,674 | 7,667 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $656,565 | 6,870 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $565,896 | 7,300 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $386,043 | 6,521 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $321,244 | 5,582 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||