Position in IEX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$174,751
+$56,472 QoQ
Shares Held
770
+23.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#514
of 677 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026SIGNATUREFD, LLC holds $33,385,038 across 50 Specialty Industrial Machinery names. IEX ranks #22 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
6,854 | $8,052,490 | |
| 2 | ETN |
Eaton Corp plc
|
12,981 | $5,531,463 | |
| 3 | PH |
Parker-Hannifin Corp
|
3,473 | $3,397,010 | |
| 4 | CMI |
Cummins Inc
|
4,006 | $2,857,119 | |
| 5 | EMR |
Emerson Electric Co
|
14,902 | $2,133,221 | |
| 6 | ITW |
Illinois Tool Works Inc
|
7,048 | $1,906,272 | |
| 7 | AME |
Ametek Inc/
|
5,491 | $1,328,492 | |
| 8 | ROK |
Rockwell Automation, Inc
|
2,354 | $1,165,418 |
All Filings in IEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $174,751 | 770 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $118,279 | 624 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $98,756 | 555 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $117,024 | 719 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $212,966 | 1,213 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $103,695 | 573 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $100,668 | 481 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $101,673 | 474 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $133,798 | 665 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $154,708 | 634 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $130,483 | 601 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $123,563 | 594 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $117,747 | 547 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $136,307 | 590 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $134,029 | 587 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $114,514 | 573 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $77,919 | 429 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $61,928 | 323 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $87,674 | 371 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $71,397 | 345 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $66,015 | 300 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $59,237 | 283 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $50,995 | 256 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $45,237 | 248 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $34,136 | 216 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $23,893 | 173 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||