Position in IEX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,361,175
+$2,133,189 QoQ
Shares Held
45,654
+5.2% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#157
of 677 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026CANADA LIFE ASSURANCE Co holds $754,763,662 across 37 Specialty Industrial Machinery names. IEX ranks #16 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
303,620 | $129,378,554 | |
| 2 | PH |
Parker-Hannifin Corp
|
90,410 | $88,431,829 | |
| 3 | ROK |
Rockwell Automation, Inc
|
151,581 | $75,044,721 | |
| 4 | CMI |
Cummins Inc
|
100,093 | $71,387,328 | |
| 5 | ITW |
Illinois Tool Works Inc
|
212,580 | $57,496,512 | |
| 6 | AME |
Ametek Inc/
|
205,391 | $49,692,298 | |
| 7 | XYL |
Xylem Inc.
|
298,014 | $35,228,234 | |
| 8 | EMR |
Emerson Electric Co
|
246,005 | $35,215,615 |
All Filings in IEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,361,175 | 45,654 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $8,227,986 | 43,408 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $7,418,318 | 41,690 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $19,012,646 | 116,814 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $19,891,554 | 113,297 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $20,745,134 | 114,633 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $15,906,667 | 76,003 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $14,086,858 | 65,673 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $13,106,972 | 65,144 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $13,286,644 | 54,449 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $11,554,594 | 53,220 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $9,911,528 | 47,647 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,178,353 | 47,284 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $11,098,219 | 48,038 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $11,142,047 | 48,798 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $10,322,652 | 51,652 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $8,865,178 | 48,809 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $9,593,785 | 50,038 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $11,984,259 | 50,712 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $11,252,078 | 54,371 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $12,947,742 | 58,840 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $13,463,881 | 64,322 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $12,205,780 | 61,274 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $10,863,244 | 59,554 | Shares | Defined | 2020-11-18 | |
| 2020-06-30 | $9,639,175 | 60,992 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $8,252,072 | 59,750 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||