Position in IEX
as of Dec 31, 2025
· filed Feb 12, 2026
Position Value
$27,366,104
-$679,397 QoQ
Shares Held
153,794
-10.7% QoQ
Ownership
0.208%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 99.71000169057311.ToString("F0")%
Shared 0.ToString("F0")%
None 0.28999830942689575.ToString("F0")%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Dec 31, 2025CIBC Private Wealth Group LLC holds $1,057,375,714 across 51 Specialty Industrial Machinery names. IEX ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OTIS |
Otis Worldwide Corp
|
2,850,031 | $248,950,207 | |
| 2 | GEV |
GE Vernova Inc.
|
348,386 | $227,694,637 | |
| 3 | ETN |
Eaton Corp plc
|
645,558 | $205,616,678 | |
| 4 | PH |
Parker-Hannifin Corp
|
185,791 | $163,302,857 | |
| 5 | AME |
Ametek Inc/
|
240,992 | $49,478,066 | |
| 6 | ITW |
Illinois Tool Works Inc
|
138,997 | $34,234,961 | |
| 7 | IEX |
Idex Corp /De/
This page
|
153,794 | $27,366,104 | |
| 8 | RRX |
Regal Rexnord Corp
|
146,638 | $20,576,244 |
All Filings in IEX
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $27,366,104 | 153,794 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $28,045,501 | 172,312 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $31,080,103 | 177,024 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $32,489,001 | 179,527 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $37,943,021 | 181,294 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $39,826,429 | 185,671 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $37,560,418 | 186,682 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $46,031,200 | 188,637 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $40,910,471 | 188,432 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $38,704,409 | 186,061 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $40,465,650 | 187,985 | Shares | Other | 2023-11-21 | |
| 2023-03-31 | $26,906,215 | 116,462 | Shares | Other | 2023-11-21 | |
| 2022-12-31 | $27,606,466 | 120,906 | Shares | Other | 2023-06-01 | |
| 2022-09-30 | $23,975,604 | 119,968 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $21,518,068 | 118,472 | Shares | Other | 2022-08-03 | |
| 2022-03-31 | $23,039,426 | 120,166 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $27,498,195 | 116,360 | Shares | Other | 2022-04-04 | |
| 2021-09-30 | $23,898,172 | 115,478 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $25,465,285 | 115,725 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $20,051,809 | 95,795 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $19,565,025 | 98,218 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $18,127,540 | 99,378 | Shares | Other | 2020-11-03 | |
| 2020-06-30 | $15,720,396 | 99,471 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $6,912,543 | 50,051 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||