Position in TAYD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$325,028
+$54,734 QoQ
Shares Held
5,539
+16.8% QoQ
Ownership
0.172%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#35
of 66 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TAYD Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026SageView Advisory Group, LLC holds $18,760,714 across 17 Specialty Industrial Machinery names. TAYD ranks #10 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSW |
Csw Industrials, Inc.
|
24,761 | $6,890,986 | |
| 2 | GEV |
GE Vernova Inc.
|
3,070 | $3,606,820 | |
| 3 | CMI |
Cummins Inc
|
2,523 | $1,799,428 | |
| 4 | ETN |
Eaton Corp plc
|
4,193 | $1,786,721 | |
| 5 | PH |
Parker-Hannifin Corp
|
785 | $767,824 | |
| 6 | EMR |
Emerson Electric Co
|
4,303 | $615,974 | |
| 7 | ITW |
Illinois Tool Works Inc
|
1,889 | $510,917 | |
| 8 | FLS |
Flowserve Corp
|
6,165 | $457,196 |
All Filings in TAYD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,028 | 5,539 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $270,294 | 4,742 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $278,386 | 4,762 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||