Position in IEX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$923,913
+$169,694 QoQ
Shares Held
4,071
+2.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#337
of 677 holders
Holding Since
Jun 2025
5 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, 2026&PARTNERS holds $331,059,015 across 41 Specialty Industrial Machinery names. IEX ranks #25 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
183,176 | $78,054,957 | |
| 2 | EMR |
Emerson Electric Co
|
325,936 | $46,657,738 | |
| 3 | GEV |
GE Vernova Inc.
|
35,193 | $41,346,847 | |
| 4 | ITW |
Illinois Tool Works Inc
|
147,720 | $39,953,828 | |
| 5 | PH |
Parker-Hannifin Corp
|
33,751 | $33,012,528 | |
| 6 | CMI |
Cummins Inc
|
19,292 | $13,759,247 | |
| 7 | AOS |
Smith A O Corp
|
137,441 | $8,620,299 | |
| 8 | DOV |
DOVER Corp
|
32,381 | $7,262,410 |
All Filings in IEX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $923,913 | 4,071 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $754,219 | 3,979 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $459,974 | 2,585 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $389,647 | 2,394 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $225,783 | 1,286 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||