Position in SXI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,945,367
+$517,897 QoQ
Shares Held
5,439
-2.9% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#116
of 327 holders
Holding Since
Jun 2021
19 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, 2026TRUIST FINANCIAL CORP holds $948,627,656 across 38 Specialty Industrial Machinery names. SXI ranks #26 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
708,457 | $301,887,695 | |
| 2 | EMR |
Emerson Electric Co
|
1,258,074 | $180,093,292 | |
| 3 | PH |
Parker-Hannifin Corp
|
181,911 | $177,930,786 | |
| 4 | GEV |
GE Vernova Inc.
|
79,862 | $93,826,668 | |
| 5 | CMI |
Cummins Inc
|
58,163 | $41,482,432 | |
| 6 | ROK |
Rockwell Automation, Inc
|
77,271 | $38,255,326 | |
| 7 | ITW |
Illinois Tool Works Inc
|
50,840 | $13,750,693 | |
| 8 | DOV |
DOVER Corp
|
37,204 | $8,344,112 |
All Filings in SXI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,945,367 | 5,439 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $1,427,470 | 5,601 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $1,266,307 | 5,828 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $1,260,169 | 5,947 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $895,378 | 5,722 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $1,012,560 | 6,274 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $1,051,631 | 5,624 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $929,070 | 5,083 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $703,419 | 4,365 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $647,792 | 3,555 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $361,264 | 2,281 | Shares | Defined | 2024-02-02 | |
| 2023-03-31 | $232,390 | 1,898 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $737,146 | 7,198 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $688,962 | 8,438 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $719,272 | 8,484 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $843,324 | 8,440 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $890,590 | 8,048 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $655,278 | 6,625 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $629,442 | 6,632 | Shares | Defined | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||