Position in IEX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,640,336
+$377,678 QoQ
Shares Held
11,634
-2.5% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#251
of 677 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $45,484,579 across 25 Specialty Industrial Machinery names. IEX ranks #6 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
7,870 | $9,246,148 | |
| 2 | ETN |
Eaton Corp plc
|
13,800 | $5,880,456 | |
| 3 | CMI |
Cummins Inc
|
6,010 | $4,286,392 | |
| 4 | PH |
Parker-Hannifin Corp
|
3,378 | $3,304,089 | |
| 5 | EMR |
Emerson Electric Co
|
18,615 | $2,664,736 | |
| 6 | IEX |
Idex Corp /De/
This page
|
11,634 | $2,640,336 | |
| 7 | WTS |
Watts Water Technologies Inc
|
6,645 | $2,601,185 | |
| 8 | GGG |
Graco Inc
|
28,624 | $2,164,260 |
All Filings in IEX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,640,336 | 11,634 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,262,658 | 11,937 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,277,809 | 12,801 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,152,338 | 13,224 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $2,434,102 | 13,864 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,504,624 | 13,840 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,634,961 | 12,590 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,597,166 | 12,108 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $2,316,214 | 11,512 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,730,827 | 11,191 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,608,576 | 12,015 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,376,212 | 11,423 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $2,433,729 | 11,306 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,583,377 | 11,182 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,547,934 | 11,159 | Shares | Sole | 2023-01-10 | |
| 2022-06-30 | $1,964,328 | 10,815 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,017,958 | 10,525 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $3,110,916 | 13,164 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,207,553 | 5,835 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,872,752 | 13,055 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,253,198 | 5,987 | Shares | Sole | 2021-06-16 | |
| 2020-12-31 | $1,164,921 | 5,848 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,015,294 | 5,566 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $877,912 | 5,555 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $808,634 | 5,855 | Shares | Sole | 2020-05-27 | |
| No filing history on record for this holder in this stock. | ||||||