Position in SXI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$477,487
+$146,934 QoQ
Shares Held
1,335
+2.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#197
of 328 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in SXI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $2,981,205,971 across 46 Specialty Industrial Machinery names. SXI ranks #36 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
538,022 | $632,100,525 | |
| 2 | PH |
Parker-Hannifin Corp
|
589,356 | $576,460,888 | |
| 3 | CMI |
Cummins Inc
|
329,721 | $235,160,310 | |
| 4 | ETN |
Eaton Corp plc
|
549,876 | $234,313,157 | |
| 5 | GNRC |
Generac Holdings Inc.
|
671,412 | $196,596,144 | |
| 6 | OTIS |
Otis Worldwide Corp
|
1,906,445 | $136,501,458 | |
| 7 | DOV |
DOVER Corp
|
533,001 | $119,541,460 | |
| 8 | ITW |
Illinois Tool Works Inc
|
409,021 | $110,627,904 |
All Filings in SXI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $477,487 | 1,335 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $330,553 | 1,297 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $251,173 | 1,156 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $257,457 | 1,215 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $357,555 | 2,285 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $362,641 | 2,247 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $346,117 | 1,851 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $303,414 | 1,660 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $552,743 | 3,430 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $282,439 | 1,550 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $239,152 | 1,510 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $204,839 | 1,406 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $208,384 | 1,473 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $240,104 | 1,961 | Shares | Defined | 2024-06-13 | |
| 2022-03-31 | $368,503 | 3,688 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $398,928 | 3,605 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $419,871 | 4,245 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $406,973 | 4,288 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $356,186 | 3,727 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $265,116 | 3,420 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $85,366 | 1,442 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $266,398 | 4,629 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $2,250,163 | 45,903 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||