Position in IEX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$20,425
+$3,366 QoQ
Shares Held
90
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#566
of 677 holders
Holding Since
Mar 2026
2 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, 2026Hillsdale Investment Management Inc. holds $58,505,677 across 14 Specialty Industrial Machinery names. IEX ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTS |
Watts Water Technologies Inc
|
29,230 | $11,442,083 | |
| 2 | HLIO |
Helios Technologies, Inc.
|
126,040 | $11,249,070 | |
| 3 | NPO |
Enpro Inc.
|
22,880 | $8,624,158 | |
| 4 | GEV |
GE Vernova Inc.
|
7,070 | $8,306,260 | |
| 5 | FELE |
Franklin Electric Co Inc
|
69,900 | $7,492,581 | |
| 6 | EPAC |
Enerpac Tool Group Corp
|
198,800 | $7,128,968 | |
| 7 | OTIS |
Otis Worldwide Corp
|
16,580 | $1,187,128 | |
| 8 | AOS |
Smith A O Corp
|
18,040 | $1,131,468 |
All Filings in IEX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,425 | 90 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $17,059 | 90 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||