Position in SXI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$111,063,326
+$66,341,006 QoQ
Shares Held
310,519
+77.0% QoQ
Ownership
2.56%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#12
of 327 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in SXI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026MORGAN STANLEY holds $29,502,958,971 across 70 Specialty Industrial Machinery names. SXI ranks #27 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
5,715,959 | $6,715,451,582 | |
| 2 | ETN |
Eaton Corp plc
|
13,250,139 | $5,646,149,221 | |
| 3 | PH |
Parker-Hannifin Corp
|
2,581,520 | $2,525,036,334 | |
| 4 | CMI |
Cummins Inc
|
3,107,922 | $2,216,601,041 | |
| 5 | EMR |
Emerson Electric Co
|
12,010,701 | $1,719,331,838 | |
| 6 | ROK |
Rockwell Automation, Inc
|
3,040,314 | $1,505,198,646 | |
| 7 | ITW |
Illinois Tool Works Inc
|
4,899,971 | $1,325,295,149 | |
| 8 | AME |
Ametek Inc/
|
3,745,827 | $906,265,375 |
All Filings in SXI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $111,063,326 | 310,519 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $44,722,320 | 175,478 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $38,315,804 | 176,343 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $34,694,384 | 163,730 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $26,219,472 | 167,558 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $28,172,074 | 174,559 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $30,775,745 | 164,585 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $31,833,874 | 174,165 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $24,939,409 | 154,759 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $26,823,325 | 147,203 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $23,937,390 | 151,139 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $21,349,553 | 146,541 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $19,183,894 | 135,604 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $16,867,943 | 137,765 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $13,958,991 | 136,305 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $11,284,435 | 138,205 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $13,246,363 | 156,244 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $5,120,197 | 51,243 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $6,712,963 | 60,663 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,819,980 | 48,731 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,442,553 | 78,417 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $3,191,271 | 33,392 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $3,257,388 | 42,020 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $2,045,004 | 34,544 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,144,598 | 37,265 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,902,415 | 38,809 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||