Position in IEX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$223,999
+$223,569 QoQ
Shares Held
987
+49250.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#495
of 677 holders
Holding Since
Dec 2022
4 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Baker Avenue Asset Management, LP holds $72,713,306 across 15 Specialty Industrial Machinery names. IEX ranks #15 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
47,941 | $46,892,050 | |
| 2 | ETN |
Eaton Corp plc
|
33,919 | $14,453,564 | |
| 3 | GEV |
GE Vernova Inc.
|
3,475 | $4,082,638 | |
| 4 | CMI |
Cummins Inc
|
2,294 | $1,636,103 | |
| 5 | ITW |
Illinois Tool Works Inc
|
3,320 | $897,960 | |
| 6 | MIDD |
MIDDLEBY Corp
|
4,220 | $725,879 | |
| 7 | EMR |
Emerson Electric Co
|
5,038 | $721,189 | |
| 8 | ITT |
Itt Inc.
|
3,455 | $683,260 |
All Filings in IEX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,999 | 987 | Shares | Sole | 2026-07-28 | |
| 2023-06-30 | $430 | 2 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $13,630 | 59 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $13,471 | 59 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||