Position in TWIN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,792,282
+$1,014,188 QoQ
Shares Held
120,357
+2.0% QoQ
Ownership
0.834%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#16
of 92 holders
Holding Since
Mar 2022
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TWIN Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026IFP Advisors, Inc holds $42,332,050 across 58 Specialty Industrial Machinery names. TWIN ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
6,840 | $8,036,042 | |
| 2 | PH |
Parker-Hannifin Corp
|
7,037 | $6,883,030 | |
| 3 | ETN |
Eaton Corp plc
|
10,814 | $4,608,061 | |
| 4 | HURC |
Hurco Companies Inc
|
200,068 | $4,581,557 | |
| 5 | TWIN |
Twin Disc Inc
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|
120,357 | $2,792,282 | |
| 6 | CMI |
Cummins Inc
|
3,638 | $2,594,657 | |
| 7 | OTIS |
Otis Worldwide Corp
|
26,109 | $1,869,404 | |
| 8 | JBTM |
JBT MAREL Corp
|
9,874 | $1,431,730 |
All Filings in TWIN
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,792,282 | 120,357 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,778,094 | 117,989 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,944,070 | 116,551 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,511,542 | 108,432 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $946,593 | 107,202 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $804,842 | 106,320 | Shares | Sole | 2025-05-05 | |
| 2022-12-31 | $7 | 234 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,041 | 178 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,612 | 178 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $2,961 | 178 | Shares | Sole | 2022-09-06 | |
| No filing history on record for this holder in this stock. | ||||||