Position in SXI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$48,285
+$15,409 QoQ
Shares Held
135
+4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#264
of 327 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in SXI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026UMB Bank, n.a. holds $162,439,550 across 38 Specialty Industrial Machinery names. SXI ranks #28 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
45,876 | $53,897,876 | |
| 2 | ETN |
Eaton Corp plc
|
117,792 | $50,193,526 | |
| 3 | PH |
Parker-Hannifin Corp
|
33,573 | $32,838,422 | |
| 4 | EMR |
Emerson Electric Co
|
44,703 | $6,399,234 | |
| 5 | ITW |
Illinois Tool Works Inc
|
17,832 | $4,823,020 | |
| 6 | GNRC |
Generac Holdings Inc.
|
15,240 | $4,462,423 | |
| 7 | DOV |
DOVER Corp
|
11,183 | $2,508,122 | |
| 8 | CMI |
Cummins Inc
|
2,836 | $2,022,663 |
All Filings in SXI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,285 | 135 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $32,876 | 129 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $27,811 | 128 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,654 | 55 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $7,824 | 50 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $5,810 | 36 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $4,113 | 22 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $3,838 | 21 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,289 | 8 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,093 | 6 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||