Position in IEX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$320,907
+$74,583 QoQ
Shares Held
1,414
+0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#449
of 677 holders
Holding Since
Sep 2024
5 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, 2026BENJAMIN EDWARDS INC holds $137,685,831 across 29 Specialty Industrial Machinery names. IEX ranks #28 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITW |
Illinois Tool Works Inc
|
136,389 | $36,889,132 | |
| 2 | CMI |
Cummins Inc
|
25,933 | $18,495,674 | |
| 3 | EMR |
Emerson Electric Co
|
108,021 | $15,463,205 | |
| 4 | ETN |
Eaton Corp plc
|
23,114 | $9,849,337 | |
| 5 | GEV |
GE Vernova Inc.
|
7,389 | $8,681,040 | |
| 6 | DCI |
DONALDSON Co INC
|
70,084 | $6,291,440 | |
| 7 | NDSN |
Nordson Corp
|
20,123 | $6,070,907 | |
| 8 | AOS |
Smith A O Corp
|
86,901 | $5,450,430 |
All Filings in IEX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,907 | 1,414 | Shares | Defined | 2026-07-24 | |
| 2025-06-30 | $246,324 | 1,403 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $231,641 | 1,280 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $264,333 | 1,263 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $268,125 | 1,250 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||