Position in IEX
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$4,312
+$711 QoQ
Shares Held
19
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#617
of 677 holders
Holding Since
Sep 2021
15 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, 2026HARBOR INVESTMENT ADVISORY, LLC holds $9,598,820 across 19 Specialty Industrial Machinery names. IEX ranks #17 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
2,794 | $3,282,558 | |
| 2 | ETN |
Eaton Corp plc
|
6,065 | $2,584,417 | |
| 3 | GNRC |
Generac Holdings Inc.
|
4,135 | $1,210,769 | |
| 4 | IR |
Ingersoll Rand Inc.
|
7,484 | $613,613 | |
| 5 | CMI |
Cummins Inc
|
770 | $549,171 | |
| 6 | EMR |
Emerson Electric Co
|
3,256 | $466,096 | |
| 7 | ITW |
Illinois Tool Works Inc
|
836 | $226,112 | |
| 8 | AME |
Ametek Inc/
|
615 | $148,793 |
All Filings in IEX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,312 | 19 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $3,601 | 19 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,380 | 19 | Shares | Sole | 2026-01-07 | |
| 2024-06-30 | $14,084 | 70 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $21,473 | 88 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $16,934 | 78 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $19,137 | 92 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $20,234 | 94 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $21,254 | 92 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $21,006 | 92 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $18,386 | 92 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $17,254 | 95 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $12,078 | 63 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $14,888 | 63 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $5,380 | 26 | Shares | Sole | 2021-10-12 | |
| No filing history on record for this holder in this stock. | ||||||