Position in IEX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,837,270
+$720,310 QoQ
Shares Held
16,908
+2.8% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#220
of 677 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026GHP Investment Advisors, Inc. holds $152,421,762 across 33 Specialty Industrial Machinery names. IEX ranks #13 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
|
58,694 | $29,058,224 | |
| 2 | AME |
Ametek Inc/
|
84,747 | $20,503,688 | |
| 3 | NDSN |
Nordson Corp
|
56,734 | $17,116,079 | |
| 4 | PH |
Parker-Hannifin Corp
|
16,824 | $16,455,890 | |
| 5 | EMR |
Emerson Electric Co
|
108,195 | $15,488,113 | |
| 6 | CMI |
Cummins Inc
|
19,081 | $13,608,759 | |
| 7 | FELE |
Franklin Electric Co Inc
|
71,538 | $7,668,157 | |
| 8 | DCI |
DONALDSON Co INC
|
63,382 | $5,689,801 |
All Filings in IEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,837,270 | 16,908 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,116,960 | 16,444 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,904,336 | 16,322 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,780,428 | 17,083 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,428,530 | 19,528 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,042,467 | 16,812 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,691,666 | 17,639 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,909,906 | 18,228 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,847,950 | 19,125 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,741,064 | 19,429 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $4,243,414 | 19,545 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $4,524,435 | 21,750 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $4,764,349 | 22,133 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,161,441 | 22,341 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $5,080,570 | 22,251 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $3,898,473 | 19,507 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,233,195 | 17,801 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,953,025 | 15,402 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $3,268,541 | 13,831 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,572,595 | 12,431 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,653,142 | 12,057 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,406,761 | 11,498 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,190,602 | 10,997 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,945,402 | 10,665 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,840,059 | 11,643 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,635,498 | 11,842 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||