Position in IEX
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$888,231
+$54,405 QoQ
Shares Held
4,686
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026North Star Investment Management Corp. holds $19,759,747 across 24 Specialty Industrial Machinery names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DCI |
DONALDSON Co INC
|
55,982 | $5,025,504 | |
| 2 | CMI |
Cummins Inc
|
4,608 | $3,286,471 | |
| 3 | ETN |
Eaton Corp plc
|
7,603 | $3,239,790 | |
| 4 | ITW |
Illinois Tool Works Inc
|
8,119 | $2,195,945 | |
| 5 | TWIN |
Twin Disc Inc
|
58,000 | $1,345,600 | |
| 6 | ROK |
Rockwell Automation, Inc
|
2,210 | $1,094,126 | |
| 7 | GEV |
GE Vernova Inc.
|
903 | $1,060,898 | |
| 8 | TNC |
Tennant Co
|
10,975 | $960,751 |
All Filings in IEX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $888,231 | 4,686 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $833,826 | 4,686 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $762,693 | 4,686 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $822,721 | 4,686 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $848,025 | 4,686 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $980,732 | 4,686 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,005,147 | 4,686 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $942,823 | 4,686 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,143,477 | 4,686 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,017,377 | 4,686 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $974,781 | 4,686 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,008,708 | 4,686 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,082,606 | 4,686 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,069,954 | 4,686 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $936,497 | 4,686 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $851,118 | 4,686 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $898,446 | 4,686 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,107,395 | 4,686 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $969,767 | 4,686 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,031,154 | 4,686 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $980,873 | 4,686 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $933,451 | 4,686 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $854,773 | 4,686 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $740,575 | 4,686 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $647,183 | 4,686 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||