Position in IEX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,269
+$374 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#633
of 677 holders
Holding Since
Sep 2021
20 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, 2026Asset Dedication, LLC holds $5,735,988 across 20 Specialty Industrial Machinery names. IEX ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
4,825 | $2,056,029 | |
| 2 | CMI |
Cummins Inc
|
1,684 | $1,201,045 | |
| 3 | ITW |
Illinois Tool Works Inc
|
4,255 | $1,150,849 | |
| 4 | PH |
Parker-Hannifin Corp
|
702 | $686,640 | |
| 5 | GEV |
GE Vernova Inc.
|
177 | $207,950 | |
| 6 | EMR |
Emerson Electric Co
|
1,218 | $174,356 | |
| 7 | ROK |
Rockwell Automation, Inc
|
227 | $112,383 | |
| 8 | OTIS |
Otis Worldwide Corp
|
933 | $66,802 |
All Filings in IEX
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,269 | 10 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,895 | 10 | Shares | Sole | 2026-05-29 | |
| 2025-12-31 | $1,779 | 10 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,627 | 10 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $4,213 | 24 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $1,809 | 10 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,092 | 10 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,145 | 10 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,012 | 10 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2 | 10 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,171 | 10 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,080 | 10 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,152 | 10 | Shares | Sole | 2023-08-22 | |
| 2023-03-31 | $2 | 10 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $2 | 10 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,998 | 10 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,816 | 10 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,917 | 10 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $2,363 | 10 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,069 | 10 | Shares | Sole | 2021-10-18 | |
| No filing history on record for this holder in this stock. | ||||||