Position in IEX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$215,829
-$177,073 QoQ
Shares Held
951
-60.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#499
of 677 holders
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $93,806,783 across 28 Specialty Industrial Machinery names. IEX ranks #28 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
16,399 | $19,266,529 | |
| 2 | ETN |
Eaton Corp plc
|
41,120 | $17,522,054 | |
| 3 | CMI |
Cummins Inc
|
17,268 | $12,315,710 | |
| 4 | EMR |
Emerson Electric Co
|
40,487 | $5,795,714 | |
| 5 | ROK |
Rockwell Automation, Inc
|
9,565 | $4,735,440 | |
| 6 | PH |
Parker-Hannifin Corp
|
4,703 | $4,600,098 | |
| 7 | AME |
Ametek Inc/
|
16,877 | $4,083,221 | |
| 8 | NDSN |
Nordson Corp
|
11,860 | $3,578,043 |
All Filings in IEX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,829 | 951 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $392,902 | 2,414 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,823,821 | 10,388 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $1,916,653 | 10,591 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $2,201,521 | 10,519 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $2,395,536 | 11,168 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $2,365,508 | 11,757 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $3,081,484 | 12,628 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $2,088,598 | 9,620 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $2,756,265 | 13,250 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $2,274,437 | 10,566 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $1,157,460 | 5,010 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $1,205,810 | 5,281 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,109,767 | 5,553 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,007,138 | 5,545 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,051,830 | 5,486 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,321,737 | 5,593 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,122,289 | 5,423 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,193,331 | 5,423 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $927,496 | 4,431 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,737,422 | 8,722 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $854,408 | 4,684 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||