Position in SXI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$705,682
+$200,805 QoQ
Shares Held
1,973
-0.4% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#179
of 327 holders
Holding Since
Mar 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, 2026BURNEY CO/ holds $76,637,297 across 20 Specialty Industrial Machinery names. SXI ranks #14 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
33,681 | $32,944,059 | |
| 2 | WTS |
Watts Water Technologies Inc
|
37,525 | $14,689,161 | |
| 3 | ITW |
Illinois Tool Works Inc
|
15,908 | $4,302,636 | |
| 4 | DOV |
DOVER Corp
|
17,561 | $3,938,581 | |
| 5 | ETN |
Eaton Corp plc
|
8,125 | $3,462,225 | |
| 6 | CMI |
Cummins Inc
|
4,295 | $3,063,236 | |
| 7 | EMR |
Emerson Electric Co
|
16,501 | $2,362,118 | |
| 8 | GNRC |
Generac Holdings Inc.
|
8,057 | $2,359,170 |
All Filings in SXI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $705,682 | 1,973 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $504,877 | 1,981 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $430,431 | 1,981 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $419,773 | 1,981 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $309,986 | 1,981 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $319,713 | 1,981 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $370,427 | 1,981 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $362,087 | 1,981 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $319,238 | 1,981 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $360,977 | 1,981 | Shares | Sole | 2024-05-22 | |
| 2023-12-31 | $313,750 | 1,981 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $288,611 | 1,981 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $280,252 | 1,981 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $242,553 | 1,981 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $202,874 | 1,981 | Shares | Sole | 2023-02-06 | |
| 2021-12-31 | $228,512 | 2,065 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $204,249 | 2,065 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $205,954 | 2,170 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $207,386 | 2,170 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||