Position in IEX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$15,664,315
+$1,644,060 QoQ
Shares Held
69,021
-6.7% QoQ
Ownership
0.094%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#127
of 677 holders
Holding Since
Mar 2020
26 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $3,716,861,267 across 47 Specialty Industrial Machinery names. IEX ranks #29 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
732,845 | $716,810,351 | |
| 2 | ETN |
Eaton Corp plc
|
1,509,735 | $643,328,278 | |
| 3 | GEV |
GE Vernova Inc.
|
487,847 | $573,151,926 | |
| 4 | CMI |
Cummins Inc
|
482,942 | $344,439,063 | |
| 5 | EMR |
Emerson Electric Co
|
1,737,140 | $248,671,591 | |
| 6 | GNRC |
Generac Holdings Inc.
|
480,206 | $140,609,118 | |
| 7 | AME |
Ametek Inc/
|
507,903 | $122,882,051 | |
| 8 | ITW |
Illinois Tool Works Inc
|
416,213 | $112,573,130 |
All Filings in IEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,664,315 | 69,021 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $14,020,255 | 73,966 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $6,016,863 | 33,814 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $11,844,045 | 72,770 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $17,735,905 | 101,019 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $15,875,593 | 87,725 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $23,391,924 | 111,768 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $26,783,328 | 124,864 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $23,995,313 | 119,261 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $32,977,106 | 135,141 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $27,686,952 | 127,525 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $38,530,712 | 185,226 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $30,551,851 | 141,930 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $32,182,016 | 139,298 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $32,205,946 | 141,050 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $24,756,218 | 123,874 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $22,317,786 | 122,875 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $23,826,287 | 124,270 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $27,662,673 | 117,056 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $22,639,295 | 109,395 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $23,567,575 | 107,101 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $19,895,238 | 95,047 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $8,737,509 | 43,863 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $8,620,696 | 47,260 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $7,196,193 | 45,534 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $6,271,575 | 45,410 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||