Position in IEX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,881,467
+$909,637 QoQ
Shares Held
21,509
+2.6% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#203
of 677 holders
Holding Since
Jun 2022
17 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, 2026New York Life Investment Management LLC holds $157,960,357 across 24 Specialty Industrial Machinery names. IEX ranks #8 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
39,854 | $46,822,870 | |
| 2 | PH |
Parker-Hannifin Corp
|
17,545 | $17,161,115 | |
| 3 | CMI |
Cummins Inc
|
19,229 | $13,714,315 | |
| 4 | ITW |
Illinois Tool Works Inc
|
45,419 | $12,284,476 | |
| 5 | EMR |
Emerson Electric Co
|
80,752 | $11,559,648 | |
| 6 | ROK |
Rockwell Automation, Inc
|
16,608 | $8,222,288 | |
| 7 | AME |
Ametek Inc/
|
32,044 | $7,752,725 | |
| 8 | IEX |
Idex Corp /De/
This page
|
21,509 | $4,881,467 |
All Filings in IEX
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,881,467 | 21,509 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,971,830 | 20,954 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,079,251 | 17,305 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,681,961 | 10,334 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,811,355 | 10,317 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,840,464 | 10,170 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,141,873 | 10,234 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,178,891 | 10,158 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,109,380 | 10,484 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,542,199 | 10,418 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,347,393 | 10,812 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,409,495 | 11,583 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,446,214 | 11,364 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,634,203 | 11,402 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,604,103 | 11,405 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,294,877 | 11,483 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,089,834 | 11,506 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||