Curi Capital, LLC

Position in IEX — Idex Corp /De/

CIK 1332905 CHICAGO, IL

Position in IEX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$23,295,963

+$3,588,261 QoQ

Shares Held

102,648

-1.3% QoQ

Ownership

0.139%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#107

of 677 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Industrials · as of Jun 30, 2026

Curi Capital, LLC holds $166,155,653 across 21 Specialty Industrial Machinery names. IEX ranks #3 (14.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AME	Ametek Inc/	230,104	$55,671,360
2	NDSN	Nordson Corp	80,357	$24,242,903
3	IEX	Idex Corp /De/ This page	102,648	$23,295,963
4	KAI	Kadant Inc	56,835	$17,859,261
5	ITW	Illinois Tool Works Inc	34,446	$9,316,609
6	GEV	GE Vernova Inc.	6,124	$7,194,842
7	ITT	Itt Inc.	28,343	$5,605,111
8	DCI	DONALDSON Co INC	44,749	$4,017,117

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,295,963	102,648	-1.3%	Shares	Other	2026-08-14
2026-03-31	$19,707,702	103,971	+1.8%	Shares	Other	2026-05-15
2025-12-31	$18,166,783	102,095	+4.6%	Shares	Other	2026-02-17
2025-09-30	$15,890,583	97,632	-5.0%	Shares	Other	2025-11-13
2025-06-30	$18,046,663	102,789	+29.7%	Shares	Other	2025-08-14
2025-03-31	$14,347,120	79,279	-10.5%	Shares	Sole	2025-05-15
2024-12-31	$18,537,443	88,573	+31.3%	Shares	Sole	2025-02-13
2024-09-30	$14,464,807	67,435	+15.8%	Shares	Sole	2024-11-06
2024-06-30	$11,720,906	58,255	+542.7%	Shares	Sole	2024-08-13
2024-03-31	$2,211,797	9,064	-0.1%	Shares	Sole	2024-05-15
2023-12-31	$1,968,970	9,069	+0.0%	Shares	Sole	2024-02-14
2023-09-30	$1,886,325	9,068	-5.3%	Shares	Sole	2023-11-13
2023-06-30	$2,061,114	9,575	+0.0%	Shares	Sole	2023-08-11
2023-03-31	$2,211,650	9,573	-7.9%	Shares	Sole	2023-05-11
2022-12-31	$2,374,175	10,398	-33.3%	Shares	Sole	2023-02-14
2022-09-30	$3,113,862	15,581	0.0%	Shares	Sole	2022-11-14
2022-06-30	$2,829,977	15,581	-35.1%	Shares	Sole	2022-08-01
2022-03-31	$4,600,369	23,994	0.0%	Shares	Sole	2022-05-06
2021-12-31	$5,670,262	23,994	+2.8%	Shares	Sole	2022-01-26
2021-09-30	$4,831,661	23,347	-6.8%	Shares	Sole	2021-10-20
2021-06-30	$5,514,453	25,060	0.0%	Shares	Sole	2021-08-13
2021-03-31	$5,245,559	25,060	+0.2%	Shares	Sole	2021-05-12
2020-12-31	$4,979,800	24,999	+3.5%	Shares	Other	2021-02-11
2020-09-30	$4,405,383	24,151	+16.3%	Shares	Sole	2020-11-10
2020-06-30	$3,280,594	20,758	0.0%	Shares	Sole	2020-08-05
2020-03-31	$2,866,887	20,758	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.