Position in IEX
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$49,475
+$43,220 QoQ
Shares Held
218
+560.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#547
of 677 holders
Holding Since
Dec 2025
3 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, 2026Transamerica Financial Advisors, LLC holds $30,687,263 across 35 Specialty Industrial Machinery names. IEX ranks #9 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
14,814 | $17,404,376 | |
| 2 | ETN |
Eaton Corp plc
|
12,326 | $5,252,355 | |
| 3 | PH |
Parker-Hannifin Corp
|
4,697 | $4,594,229 | |
| 4 | CMI |
Cummins Inc
|
2,054 | $1,464,933 | |
| 5 | ITW |
Illinois Tool Works Inc
|
4,288 | $1,159,775 | |
| 6 | EMR |
Emerson Electric Co
|
1,777 | $254,377 | |
| 7 | AME |
Ametek Inc/
|
334 | $80,807 | |
| 8 | ROK |
Rockwell Automation, Inc
|
108 | $53,468 |
All Filings in IEX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,475 | 218 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $6,255 | 33 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,024 | 17 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||