Position in IEX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$24,968,358
+$3,693,456 QoQ
Shares Held
110,017
-2.0% QoQ
Ownership
0.149%
of shares outstanding
% of Portfolio
2.95%
of 13F equity value
Holder Rank
#99
of 677 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026HARVEY INVESTMENT CO LLC holds $89,780,137 across 10 Specialty Industrial Machinery names. IEX ranks #2 (27.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDSN |
Nordson Corp
|
94,586 | $28,535,650 | |
| 2 | IEX |
Idex Corp /De/
This page
|
110,017 | $24,968,358 | |
| 3 | AME |
Ametek Inc/
|
37,517 | $9,076,862 | |
| 4 | ITW |
Illinois Tool Works Inc
|
33,031 | $8,933,894 | |
| 5 | DCI |
DONALDSON Co INC
|
67,854 | $6,091,253 | |
| 6 | AOS |
Smith A O Corp
|
79,225 | $4,968,992 | |
| 7 | GGG |
Graco Inc
|
36,955 | $2,794,167 | |
| 8 | GEV |
GE Vernova Inc.
|
1,800 | $2,114,748 |
All Filings in IEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,968,358 | 110,017 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $21,274,902 | 112,239 | Shares | Defined | 2026-04-21 | |
| 2025-12-31 | $19,607,030 | 110,189 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $17,796,829 | 109,344 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $15,403,809 | 87,736 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $14,789,954 | 81,726 | Shares | Defined | 2025-04-22 | |
| 2024-12-31 | $17,104,434 | 81,726 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $17,534,517 | 81,746 | Shares | Defined | 2024-10-22 | |
| 2024-06-30 | $16,607,249 | 82,541 | Shares | Defined | 2024-07-23 | |
| 2024-03-31 | $21,560,143 | 88,354 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $19,498,431 | 89,809 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $18,676,867 | 89,784 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $16,931,705 | 78,657 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $20,554,046 | 88,967 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $20,291,002 | 88,867 | Shares | Defined | 2023-01-20 | |
| 2022-09-30 | $17,891,970 | 89,527 | Shares | Defined | 2022-10-17 | |
| 2022-06-30 | $16,260,789 | 89,527 | Shares | Defined | 2022-07-19 | |
| 2022-03-31 | $17,149,673 | 89,447 | Shares | Defined | 2022-04-20 | |
| 2021-12-31 | $20,985,688 | 88,802 | Shares | Defined | 2022-01-20 | |
| 2021-09-30 | $18,446,488 | 89,135 | Shares | Defined | 2021-11-02 | |
| 2021-06-30 | $19,865,013 | 90,275 | Shares | Defined | 2021-07-23 | |
| 2021-03-31 | $19,277,325 | 92,095 | Shares | Defined | 2021-04-22 | |
| 2020-12-31 | $18,738,744 | 94,070 | Shares | Defined | 2021-01-21 | |
| 2020-09-30 | $17,159,308 | 94,070 | Shares | Defined | 2020-10-29 | |
| 2020-06-30 | $14,866,822 | 94,070 | Shares | Defined | 2020-07-17 | |
| 2020-03-31 | $13,012,724 | 94,220 | Shares | Defined | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||