Diversified Trust Co

Bank

Position in IEX — Idex Corp /De/

CIK 1479844 MEMPHIS, TN

Position in IEX

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,440,451

+$100,143 QoQ

Shares Held

6,347

-10.2% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#303

of 677 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Industrials · as of Jun 30, 2026

Diversified Trust Co holds $51,194,296 across 26 Specialty Industrial Machinery names. IEX ranks #9 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	9,117	$10,711,198
2	CMI	Cummins Inc	9,166	$6,537,282
3	FLS	Flowserve Corp	77,124	$5,719,515
4	EMR	Emerson Electric Co	34,161	$4,890,147
5	ETN	Eaton Corp plc	8,187	$3,488,643
6	ITT	Itt Inc.	11,486	$2,271,471
7	PH	Parker-Hannifin Corp	2,001	$1,957,217
8	AME	Ametek Inc/	7,397	$1,789,630

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,440,451	6,347	-10.2%	Shares	Sole	2026-07-17
2026-03-31	$1,340,308	7,071	-11.2%	Shares	Sole	2026-04-16
2025-12-31	$1,417,292	7,965	+27.4%	Shares	Sole	2026-01-09
2025-09-30	$1,017,901	6,254	+0.6%	Shares	Sole	2025-10-20
2025-06-30	$1,091,167	6,215	+0.6%	Shares	Sole	2025-07-11
2025-03-31	$1,117,489	6,175	-0.6%	Shares	Sole	2025-04-24
2024-12-31	$1,299,690	6,210	+1.0%	Shares	Sole	2025-01-07
2024-09-30	$1,319,389	6,151	+28.2%	Shares	Sole	2024-10-07
2024-06-30	$965,156	4,797	+39.5%	Shares	Sole	2024-07-16
2024-03-31	$839,184	3,439	-37.9%	Shares	Sole	2024-04-18
2023-12-31	$1,203,223	5,542	+2.1%	Shares	Sole	2024-01-08
2023-09-30	$1,129,548	5,430	+4.9%	Shares	Sole	2023-11-17
2023-06-30	$1,114,401	5,177	+11.2%	Shares	Sole	2023-07-18
2023-03-31	$1,075,906	4,657	+0.1%	Shares	Sole	2023-04-07
2022-12-31	$1,062,647	4,654	-25.4%	Shares	Sole	2023-01-17
2022-09-30	$1,246,264	6,236	+4.9%	Shares	Sole	2022-10-14
2022-06-30	$1,079,608	5,944	+17.0%	Shares	Sole	2022-07-12
2022-03-31	$973,796	5,079	+52.6%	Shares	Sole	2022-04-07
2021-12-31	$786,709	3,329	+8.1%	Shares	Sole	2022-01-13
2021-09-30	$637,199	3,079	0.0%	Shares	Sole	2022-01-13
2021-06-30	$677,533	3,079	0.0%	Shares	Sole	2021-07-20
2021-03-31	$644,496	3,079	+6.0%	Shares	Sole	2021-05-10
2020-12-31	$578,476	2,904	-18.8%	Shares	Sole	2021-01-08
2020-09-30	$652,115	3,575	-25.1%	Shares	Sole	2020-10-15
2020-06-30	$753,850	4,770	+37.5%	Shares	Sole	2020-07-07
2020-03-31	$479,241	3,470	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.