Position in IEX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$545,360
+$521,667 QoQ
Shares Held
2,403
+1822.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#396
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, 2026WHITTIER TRUST CO OF NEVADA INC holds $34,221,395 across 29 Specialty Industrial Machinery names. IEX ranks #12 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
8,842 | $10,388,111 | |
| 2 | EMR |
Emerson Electric Co
|
54,648 | $7,822,861 | |
| 3 | ITW |
Illinois Tool Works Inc
|
12,123 | $3,278,907 | |
| 4 | AME |
Ametek Inc/
|
10,904 | $2,638,113 | |
| 5 | CR |
Crane Co
|
6,173 | $1,377,011 | |
| 6 | CMI |
Cummins Inc
|
1,793 | $1,278,785 | |
| 7 | DCI |
DONALDSON Co INC
|
12,729 | $1,142,681 | |
| 8 | OTIS |
Otis Worldwide Corp
|
15,161 | $1,085,527 |
All Filings in IEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $545,360 | 2,403 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $23,693 | 125 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $22,242 | 125 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $20,345 | 125 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $21,946 | 125 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $22,621 | 125 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $26,161 | 125 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $26,812 | 125 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $25,150 | 125 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $30,502 | 125 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $27,138 | 125 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $26,002 | 125 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $26,907 | 125 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $56,602 | 245 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $55,940 | 245 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $48,963 | 245 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $44,499 | 245 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $53,684 | 280 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $66,169 | 280 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $57,946 | 280 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $61,614 | 280 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $58,609 | 280 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $55,776 | 280 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $44,690 | 245 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $38,719 | 245 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $33,836 | 245 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||