Position in IEX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$20,007,458
+$3,303,554 QoQ
Shares Held
88,158
+0.0% QoQ
Ownership
0.120%
of shares outstanding
% of Portfolio
3.19%
of 13F equity value
Holder Rank
#121
of 677 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026St. James Investment Company, LLC holds $37,467,320 across 2 Specialty Industrial Machinery names. IEX ranks #1 (53.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IEX |
Idex Corp /De/
This page
|
88,158 | $20,007,458 | |
| 2 | EMR |
Emerson Electric Co
|
121,969 | $17,459,862 |
All Filings in IEX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,007,458 | 88,158 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $16,703,904 | 88,124 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $10,221,585 | 57,444 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $9,437,475 | 57,984 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||