Position in IEX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$9,985
+$1,645 QoQ
Shares Held
44
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#594
of 681 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, 2026PRIVATE TRUST CO NA holds $14,649,068 across 34 Specialty Industrial Machinery names. IEX ranks #23 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
8,298 | $3,535,943 | |
| 2 | GEV |
GE Vernova Inc.
|
1,931 | $2,268,654 | |
| 3 | EMR |
Emerson Electric Co
|
11,646 | $1,667,124 | |
| 4 | PH |
Parker-Hannifin Corp
|
1,694 | $1,656,935 | |
| 5 | ROK |
Rockwell Automation, Inc
|
3,323 | $1,645,150 | |
| 6 | CMI |
Cummins Inc
|
2,182 | $1,556,224 | |
| 7 | ITW |
Illinois Tool Works Inc
|
2,674 | $723,236 | |
| 8 | DOV |
DOVER Corp
|
1,790 | $401,461 |
All Filings in IEX
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,985 | 44 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $8,340 | 44 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $7,651 | 43 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $1,139 | 7 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $7,900 | 45 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $11,401 | 63 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $8,790 | 42 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $9,009 | 42 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $13,681 | 68 | Shares | Defined | 2024-07-23 | |
| 2024-03-31 | $10,248 | 42 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $9,118 | 42 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $3,328 | 16 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $16,575 | 77 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $3,696 | 16 | Shares | Defined | 2023-04-12 | |
| 2022-12-31 | $4,109 | 18 | Shares | Defined | 2023-01-18 | |
| 2022-09-30 | $3,597 | 18 | Shares | Defined | 2022-10-17 | |
| 2022-06-30 | $3,269 | 18 | Shares | Defined | 2022-09-16 | |
| No filing history on record for this holder in this stock. | ||||||