Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in IEX — Idex Corp /De/
CIK 1510434
Seattle, WA
Position in IEX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$493,162
+$254,519 QoQ
Shares Held
2,173
+72.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#414
of 681 holders
Holding Since
Mar 2026
2 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, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $55,211,255 across 19 Specialty Industrial Machinery names. IEX ranks #14 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
33,334 | $23,774,141 | |
| 2 | ETN |
Eaton Corp plc
|
23,024 | $9,810,986 | |
| 3 | GEV |
GE Vernova Inc.
|
4,883 | $5,736,841 | |
| 4 | PH |
Parker-Hannifin Corp
|
4,888 | $4,781,050 | |
| 5 | ROK |
Rockwell Automation, Inc
|
3,926 | $1,943,683 | |
| 6 | ITW |
Illinois Tool Works Inc
|
5,783 | $1,564,127 | |
| 7 | AME |
Ametek Inc/
|
5,302 | $1,282,765 | |
| 8 | OTIS |
Otis Worldwide Corp
|
10,599 | $758,887 |
All Filings in IEX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $493,162 | 2,173 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $238,643 | 1,259 | Shares | Other | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||