Position in IEX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$7,095,137
+$1,393,473 QoQ
Shares Held
31,263
+3.9% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#175
of 681 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, 2026Mitsubishi UFJ Trust & Banking Corp holds $674,356,942 across 29 Specialty Industrial Machinery names. IEX ranks #16 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
128,459 | $150,921,339 | |
| 2 | ITW |
Illinois Tool Works Inc
|
353,343 | $95,568,680 | |
| 3 | ETN |
Eaton Corp plc
|
191,124 | $81,441,758 | |
| 4 | CMI |
Cummins Inc
|
101,357 | $72,288,825 | |
| 5 | PH |
Parker-Hannifin Corp
|
67,871 | $66,385,981 | |
| 6 | ROK |
Rockwell Automation, Inc
|
76,498 | $37,872,629 | |
| 7 | EMR |
Emerson Electric Co
|
235,232 | $33,673,460 | |
| 8 | AME |
Ametek Inc/
|
100,075 | $24,212,145 |
All Filings in IEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,095,137 | 31,263 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,701,664 | 30,080 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,700,663 | 32,037 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $5,273,586 | 32,401 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $5,737,100 | 32,677 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,000,060 | 33,155 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $7,246,456 | 34,624 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $8,868,502 | 41,345 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,835,295 | 43,913 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $11,159,278 | 45,731 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $10,551,545 | 48,600 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $10,526,019 | 50,601 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $11,417,174 | 53,039 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $12,709,190 | 55,011 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $12,386,901 | 54,250 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $9,507,663 | 47,574 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $8,517,538 | 46,895 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $7,873,199 | 41,064 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $10,089,916 | 42,696 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $10,854,527 | 52,450 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $11,741,647 | 53,359 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $13,321,961 | 63,644 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $14,327,658 | 71,926 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $13,898,910 | 76,196 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $12,271,329 | 77,647 | Shares | Sole | 2020-09-11 | |
| 2020-03-31 | $10,063,107 | 72,863 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||