Position in IEX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$329,248
+$128,176 QoQ
Shares Held
1,737
+110.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
2 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, 2026Ballentine Partners, LLC holds $26,169,864 across 18 Specialty Industrial Machinery names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
4,949 | $5,814,380 | |
| 2 | ETN |
Eaton Corp plc
|
10,950 | $4,666,012 | |
| 3 | CMI |
Cummins Inc
|
3,026 | $2,158,171 | |
| 4 | EMR |
Emerson Electric Co
|
14,640 | $2,095,713 | |
| 5 | XYL |
Xylem Inc.
|
17,674 | $2,089,242 | |
| 6 | PH |
Parker-Hannifin Corp
|
1,652 | $1,615,852 | |
| 7 | ITW |
Illinois Tool Works Inc
|
5,201 | $1,406,712 | |
| 8 | ROK |
Rockwell Automation, Inc
|
2,138 | $1,058,480 |
All Filings in IEX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $329,248 | 1,737 | Shares | Sole | 2026-05-14 | |
| 2024-03-31 | $201,072 | 824 | Shares | Other | 2024-04-11 | |
| No filing history on record for this holder in this stock. | ||||||