← Sectors
Sector · Q2 2026
Industrials & defense
Jun 30, 2026
Share of their stock money17.5% +7.8 pts
Positions opened2,556
Sold out1,812
The 50 most held
By concentrated funds holding| Stock | Concentrated funds | Opened | Sold out | All filers |
|---|
| CATCaterpillar Inc | 420 | 63 | 24 | 4,045 |
|---|
| RTXRtx Corp | 377 | 24 | 23 | 3,444 |
|---|
| GEGeneral Electric | 334 | 46 | 26 | 3,417 |
|---|
| LMTLockheed Martin Corp | 257 | 14 | 27 | 2,775 |
|---|
| ETNEaton Corp PLC | 249 | 41 | 20 | 2,663 |
|---|
| DEDeere & Co | 237 | 19 | 14 | 2,650 |
|---|
| BABoeing Co/The | 232 | 16 | 20 | 2,621 |
|---|
| HONAHoneywell Aerospace Inc | 208 | 203 | 0 | 2,058 |
|---|
| WMWaste Management Inc | 206 | 9 | 11 | 2,366 |
|---|
| EMREmerson Electric Co | 202 | 17 | 7 | 2,286 |
|---|
| HONHoneywell International Inc | 194 | 21 | 0 | 2,035 |
|---|
| SPCXSpace Exploration Techn-Cl A | 186 | 182 | 0 | 1,745 |
|---|
| ACNAccenture Plc-Cl A | 181 | 27 | 56 | 1,893 |
|---|
| PWRQuanta Services Inc | 161 | 27 | 9 | 1,939 |
|---|
| CMICummins Inc | 153 | 21 | 14 | 2,102 |
|---|
| ITWIllinois Tool Works | 149 | 4 | 2 | 1,964 |
|---|
| GDGeneral Dynamics Corp | 148 | 9 | 14 | 2,210 |
|---|
| TTTrane Technologies PLC | 133 | 13 | 12 | 1,820 |
|---|
| PHParker Hannifin Corp | 119 | 7 | 10 | 1,976 |
|---|
| NOCNorthrop Grumman Corp | 115 | 9 | 17 | 1,811 |
|---|
| LHXL3harris Technologies Inc | 115 | 8 | 18 | 1,689 |
|---|
| URIUnited Rentals Inc | 108 | 18 | 5 | 1,588 |
|---|
| FISVFiserv Inc | 106 | 6 | 30 | 1,146 |
|---|
| TDGTransdigm Group Inc | 104 | 9 | 9 | 1,144 |
|---|
| CARRCarrier Global Corp | 102 | 17 | 13 | 1,646 |
|---|
| PAYXPaychex Inc | 97 | 7 | 11 | 1,528 |
|---|
| XYLXylem Inc | 96 | 11 | 11 | 1,097 |
|---|
| GNRCGenerac Holdings Inc | 91 | 22 | 12 | 999 |
|---|
| FIXComfort Systems USA Inc | 90 | 18 | 12 | 1,352 |
|---|
| ROKRockwell Automation Inc | 89 | 21 | 4 | 1,536 |
|---|
| ROPRoper Technologies Inc | 88 | 11 | 8 | 1,074 |
|---|
| AMEAmetek Inc | 86 | 7 | 0 | 1,197 |
|---|
| JCIJohnson Controls Internation | 85 | 7 | 11 | 1,610 |
|---|
| FERGFerguson Enterprises Inc | 85 | 7 | 8 | 947 |
|---|
| WCNWaste Connections Inc | 80 | 16 | 5 | 836 |
|---|
| BKRBaker Hughes Co | 79 | 14 | 15 | 1,146 |
|---|
| AXONAxon Enterprise Inc | 79 | 24 | 17 | 1,126 |
|---|
| QXOQxo Inc | 77 | 15 | 8 | 642 |
|---|
| KEYSKeysight Technologies in | 73 | 18 | 10 | 1,253 |
|---|
| RSGRepublic Services Inc | 72 | 8 | 5 | 1,304 |
|---|
| GWWWw Grainger Inc | 71 | 4 | 5 | 1,363 |
|---|
| EBAYEbay Inc | 71 | 12 | 7 | 1,286 |
|---|
| BWXTBwx Technologies Inc | 70 | 11 | 15 | 853 |
|---|
| OTISOtis Worldwide Corp | 69 | 8 | 10 | 1,225 |
|---|
| GPCGenuine Parts Co | 66 | 8 | 8 | 1,079 |
|---|
| FICOFair Isaac Corp | 65 | 6 | 18 | 844 |
|---|
| MTZMastec Inc | 65 | 12 | 7 | 910 |
|---|
| AERAercap Holdings NV | 65 | 8 | 10 | 693 |
|---|
| TELTe Connectivity PLC | 63 | 14 | 11 | 1,279 |
|---|
| GPNGlobal Payments Inc | 62 | 10 | 6 | 795 |
|---|
