Position in IEX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,498,434
+$473,596 QoQ
Shares Held
15,415
-3.4% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#228
of 677 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026LPL Financial LLC holds $2,233,248,418 across 61 Specialty Industrial Machinery names. IEX ranks #31 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
499,581 | $586,937,733 | |
| 2 | ETN |
Eaton Corp plc
|
816,943 | $348,115,751 | |
| 3 | CMI |
Cummins Inc
|
382,263 | $272,633,794 | |
| 4 | EMR |
Emerson Electric Co
|
1,174,701 | $168,158,448 | |
| 5 | PH |
Parker-Hannifin Corp
|
167,755 | $164,084,520 | |
| 6 | ITW |
Illinois Tool Works Inc
|
602,454 | $162,945,733 | |
| 7 | ROK |
Rockwell Automation, Inc
|
174,051 | $86,169,169 | |
| 8 | IR |
Ingersoll Rand Inc.
|
1,011,044 | $82,895,497 |
All Filings in IEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,498,434 | 15,415 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,024,838 | 15,958 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,423,542 | 13,620 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,138,175 | 19,281 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,151,305 | 17,949 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,631,705 | 20,068 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,123,431 | 19,702 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,719,215 | 17,339 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,607,113 | 17,928 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $4,348,924 | 17,822 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,969,413 | 13,677 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,621,004 | 17,407 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,745,641 | 12,755 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,909,129 | 12,592 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,796,500 | 7,868 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,398,550 | 6,998 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,154,803 | 6,358 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,469,035 | 7,662 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,551,913 | 6,567 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,352,211 | 6,534 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,440,447 | 6,546 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $775,321 | 3,704 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $610,548 | 3,065 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $459,308 | 2,518 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $320,821 | 2,030 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $245,835 | 1,780 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||